A snapshot of 2022

A snapshot of 2022 and where we go from here.

The start of the year is the perfect time to look back and reflect on our successes and learnings before diving into the year ahead with the same gusto we started the last.

For Clear Insurance, 2022 was quite the year. We had many positive highlights and learnings that stand us in good stead for the year ahead.

However, it’s remiss not to share a few of our highlights from 2022, so here we go.

In 2022 we grew the business in more ways than one. Yes, we had financial growth, however, we grew our greatest asset too – the team. In fact, we welcomed 2 new team members, Maree Pickering and Tara Burke. All of whom bring distinctive skills. Whether it’s Maree’s outstanding organisational and customer service skills or Tara’s strategic marketing prowess – we’re building capacity to kick our 5-year growth strategy goal.

In early 2022, we sailed straight into the head wind by moving to 100% fee-for-service. It was no easy task, however, we secured our existing clients and welcomed new clients that value professional risk and insurance advice. It’s a ground-breaking achievement for a small brokerage.

That said, the absolute pinnacle of the year, was winning Small Broking Company of the Year at the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) Awards. And being a State finalist for the Telstra Business Awards in the Accelerating Women Category.

For an all-female, Brisbane-based brokerage it’s fantastic recognition of our dedication to providing professional risk and insurance advice with exceptional customer service. We’re dedicated to helping corporate organisations achieve business growth by ensuring they have the most appropriate insurance programs for their business needs and risk profile.

The Telstra Business Awards recognise our long-term commitment to providing supportive career pathways for women within the insurance industry. We are working hard to provide education and mentoring support to team members so they can successfully progress their careers and industry qualifications whilst balancing family commitments.

Team & Family Life

Whilst we work hard, life is all about balance and we love a challenge, especially a fitness one.

So, in 2022 year the entire team joined me on the Bridge to Brisbane, with Tara running her first ever 10km and beating us all! It was wonderful to see the entire team participate and achieve personal fitness goals.

There were individual and family successes for our team members too.

Jen Bettridge

Jen took out the crown for Australian Broker of the Year and Broker of the Year – Authorised Representative at the Australian Insurance Business Awards. We’re so proud of Jen! It’s fantastic to see her gain the recognition she deserves for her 25+ years of service to the industry.

Sue Pereira

Sue completed her Diploma of Financial Services (Broking).  She’s eagerly awaiting official confirmation of her status as a NIBA Qualified Practicing Insurance Broker. To top it off Sue’s daughter graduated Kindy and is ready to ace her first year at primary school.

Stacey Turner

Stacey welcomed her second child into the world, a bouncing baby boy named Eddie. As his Auntie, I can officially say he’s adorable! Stacey’s refreshing her industry qualifications and hopes to continue this year when she’s back on board.

Maree Pickering

Maree joining the team was a blessing. She keeps us organised and her work ethic is second to none. She’s been embracing our workout Wednesday’s so much; she’s kicked off the new year with Pilates to get her fitness back on track.

Amy Lukritz

Amy rounded out two years of fantastic service as a valuable member of our marketing team, with many more to come we hope. Her two boys are embracing the life lessons of primary school and on the right path for a successful transition from boys to men.

Tara Burke

Tara finished her first year with us and her eldest son successfully graduated high school and received his first choice of Uni courses at QUT. She even finished off the year with a long-awaited visit to the UK to reconnect with her extended family and friends following the Covid-19 border closures.

Lisa Carter

And for me, I’m super proud of my 3 daughters and their individual achievements. The most significant was seeing my eldest daughter, Pixie, head off on school exchange in the US. She handled the whole experience with grace and composure. She made fabulous new friendships and experienced family life from another perspective. In fact, I’d like to make special mention to our US exchange visitor, who is a beautiful addition to our family for the next 2 months.

 

The Year Ahead

On reflection 2022 was an awesome year for us all, professionally, and personally. We were so fortunate to have the ongoing support of our valued clients and insurer partners.

Looking ahead, we are delighted to kick off 2023 in great company.

We will continue to encourage and support team members as they work towards achieving their personal, professional and health goals.

And, above all, we will continue delivering exceptional advice and customer service to our new and existing clients under our fee-for-service remuneration model.

 

Lisa Carter | Clear Insurance MD