Experience

Clegg Gifford & Co Ltd

• United Kingdom
• Insurance
• 100 - 200 Employee

• Branch Manager, Liverpool

  • Jul 2023 - Present

  With the renewals manager, I ensure Tradex taxi insurance policies are serviced well and have a consistently high retention rate. I also ensure staff are upselling and cross-selling these customers extra covers/policies which meet their demands and needs, eg. breakdown cover, home insurance, property owner insurance, private car insurance, travel insurance, etc. Aim to increase wheels based business by close of play December 2023 , eg taxi insurance, fleet insurance, motor trade (road risks only as well as with liabilities and property cover)with focus on Liverpool and North West, with reach all over the UK as well, especially in London and South East where I am originally from. Diversify client base by offering policies, from composite and Lloyds markets, from new sectors, eg. PI, D&O, CAR/Construction, Tradesmen, Legal Indemnity policies, Cyber Liability Insurance, Retail (incl franchise), wholesale, manufacturing, events insurance (cancellation and contingency cover), Rights of Light Insurance, Places of Worship and Charity Insurance, Utility brokers insurance, Card Machine ISOs insurance, Key Man Insurance, Hospitality and Leisure Insurance, Terrorism Insurance, Flood cover only, Stand alone Liability Insurance, Excess Layers, etc. Train, manage, guide, appraise, commend, reward, and evaluate staff members. Liaise with management to ensure KPIs are hit and targets are surpassed as a branch. Show less



Vista Insurance Brokers

• Manchester, England, United Kingdom

• Senior Commercial Account Handler

  • Apr 2023 - Jun 2023

  Managed insurance for corporate group programmes up to £100k GWP, for 5 account executives, in various diverse sectors. Liaised with Manchester and London underwriters (composite and London Markets) to obtain best terms for corporate clients. Converted new business and account managed existing clients: high renewal retention, timely policy issuing, accurate MTA's, professional handling of queries, resolving premium payment issues with clients, offering a consultative corporate and risk management insurance advisory service, within FCA framework and in mind of TCF and regulatory compliance. Show less



BIG DEAL FILMS LIMITED (media production)

• London, England Metropolitan Area

• Insurance, Sales/Business Development, Key Accounts, Risk & Operations Manager

  • Jun 2019 - Feb 2023

  Full time until Jan'23, part time remote in Feb '23: off record advice on phone/teams ad hoc consultancy for handover. Established top-down view of risk appetite. Maintained processes/procedures for organisation’s response capability ensuring alignment with business drivers. Formulated insurance programme design & strategy. Maintained Compliance framework. Ensured policies/procedures, systems/controls met regulatory requirements. Improved risk management measures, training in-house, minimised losses pertaining to Liability, PI, Fleet, Cyber, D&O/MLP & Contingency Liability policies. •Managed Broker Vetting Framework:streamlined & adapted to meet regulatory changes.Adopted best practice, consistent/collaborative approach. •Ensured tangible positive contributions from insurance brokers, appraisers, claims investigators & staff. •Established programme management mechanisms:Business Continuity, Succession, Risk Management Plans (Agile methodology). •Defined, planned, evaluated & managed deliverables for assigned workstreams as part of larger projects/programmes, Monitored quality & delivered within time/cost constraints. •Established practices, templates, policies, tools and partnerships to expand, meet and mature strategic capabilities/objectives. Monitored, tracked & controlled outcomes to resolve issues/conflicts. •Effectively managed register for insurance policies, producing meticulous reports/presentations. •Managed agreements with external service providers. Developed/delivered proposals, requirements & presentations to various audiences: clients, investors, senior directors & key stakeholders. Identified/prioritised risks, took practical steps to manage strategic risks – including personnel, financial, technological, managerial, social, contractual & operational risks – associated with physical loss or damage. Mitigated against uninsured losses. Show less



NFU Mutual

• United Kingdom
• Insurance
• 700 & Above Employee

• Mid Market Sales/Relationship Manager/Risk Associate

  • Jun 2018 - May 2019

  •Consistently self generated £5k commission income per month, prospecting in property owners, agriculture, hospitality, wholesale, manufacturing & retail sectors; •360 degree, cradle to grave account management of key clients for £100k income book of business; Successfully maximised new business opportunities via networking events, expos & trade shows, promoting company brand & building up introducer network for referrals. Produced capacity plan focusing on delivery of business objectives through effective utilisation of team. Allocated work/resources to optimise daily outcomes & monitored in-day achievement against targets. Took corrective action to re-plan and re-prioritise at critical points. Worked co-operatively with colleagues to solve capacity management issues and achieve KPI/SLA objectives/deadlines. Reported on operational performance and implemented improvements. Improved and standardised operational processes across departments and created synergy among different business units. Show less



MRIB Insurance Brokers (Partners & Partners Group)

• High Wycombe, England, United Kingdom

• Mid Market/Corporate Business Development Manager

  • Oct 2017 - May 2018

  •Achieved 25% conversion on mid-corp leads (£5k income per month) in sectors: property owners, manufacturing, tech, hospitality, leisure, care home, charity, faith/places of worship & construction; •Managed pipeline/sales funnel, analysed sales data & produced MI reports. •Competently managed client satisfaction/customer journey for key clients on cases worth £50k-£150k GWP. •Achieved 25% conversion on mid-corp leads (£5k income per month) in sectors: property owners, manufacturing, tech, hospitality, leisure, care home, charity, faith/places of worship & construction; •Managed pipeline/sales funnel, analysed sales data & produced MI reports. •Competently managed client satisfaction/customer journey for key clients on cases worth £50k-£150k GWP.



Perspective Research Services (BDRC Group)

• London, England, United Kingdom

• International Qualitative Market Research B2B/B2C Manager

  • Nov 2010 - May 2018

  Top 5 performer (out of 200 staff) on B2B and B2C/HNW qualitative global interview projects (with C suite executives, business owners and consumers). Represented FTSE 100, NASDAQ, MNC's, professional service firms, government agencies & political parties in UK, EU, Far East, Middle East, North America & Australasia. Developed staff to achieve full potential & company objectives. Managed daily operations/resources. Developed innovative processes to reduce issues and churn. Set & met KPI’s for speed, efficiency, quality & compliance. • Forecasted & analysed data against budget figures & improved performance by raising efficiency. • Monitored calls to improve quality & track operative performance- offered training programmes. • Coordinated staff recruitment, vacancy advertisements and liaised with HR staff. Wrote, maintained & delivered full training compliment. • Liaised with managing director, clients, supervisors, team leaders and operatives to increase teams morale and achieve common targets consistently. • Recorded statistics and performance levels of the centre and prepared reports for management. • Resolved most complex complaints & organised staff, shift patterns & numbers to meet demand. Show less



TOWERGATE RISK SOLUTIONS LIMITED (Ardonagh Group)

• Henley-on-Thames, England, United Kingdom

• Corporate Account Relationship Manager

  • Feb 2016 - Jun 2017

  •Key member of new business team: In 2016, Henley branch came 3rd out of 27 in their division. Thames Valley awarded “Broker of the Year” for most consistent delivery of metrics including income (5% Growth YOY), EBITDA (33% Growth), Retention (94.2%) and new business (£434,000). Generated £3k new business income monthly, with 35% conversion on SME and mid corp cases; Trained 65 staff in MS Dynamics; led data migration from in house CRM; mentored 3 staff members, with appraisals and coaching/development; •Successfully managed pipeline in sales funnel, managed customer satisfaction/customer journey of clients from cradle to grave, achieving 95% retention. *Facilitated and managed first notification of loss reporting to insurers/MGA's, claims and loss management, systems and data management specialist technical claims service. Carrie out claims analyses/triangulations/benchmarking. Handled claims efficiently and cost effectively, providing high standards of service at all times. I took control of claims at the earliest opportunity to conclude the claim quickly with insurers and minimise disruption to clients' organisations. Show less



Paymentsense

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Merchant Services SME Business Development Manager/Team Leader

  • Jul 2012 - Oct 2013

  Generated £5k income/month (merchant services). Acquired and onboarded clients to 5 year long term agreements. Provided professional after-sales service, with complaints/issues resolution/troubleshooting, increased retention & minimised attrition considerably. Generated £5k income/month (merchant services). Acquired and onboarded clients to 5 year long term agreements. Provided professional after-sales service, with complaints/issues resolution/troubleshooting, increased retention & minimised attrition considerably.



WSP INSURANCE BROKERS LIMITED

• Insurance

• Corporate Insurance Sales & Compliance Manager/Risk Consultant

  • Oct 2007 - Sep 2010

  •Managed £250k GWP & generated £5k/month new business income: property owners, retail, wholesale, PI and D&O cases from scratch; •Built strong underwriting relationships, ensured clients' best value for money on policies. Negotiated best commission rates with insurers. Supported, planned, developed. implemented and managed organisation-wide processes and procedures for the management of risks to the success of the business. •Established programme management mechanisms, including Business Continuity, Succession, Risk Management Plans, with use of Agile methodology. •Defined, planned, evaluated & managed deliverables for assigned workstreams, monitored quality & delivered within time/costs constraints. •Established practices, templates, policies, tools and partnerships to expand, meet and mature strategic capabilities/objectives. Monitored, tracked & controlled outcomes to resolve issues/conflicts. •Managed agreements with external service providers: reduced overheads due to tendering. •Developed/delivered proposals, requirements & presentations to clients, investors, C-suite execs & key stakeholders. •Managed strategic risks – including personnel, financial, technological, managerial, contractual & operational. Monitored/evaluated risk exposure, provided 2nd line oversight to 1st line of defence, reviewed Risk Management Programme to ensure adherence to Risk Framework. Show less



James Hallam Limited

• United Kingdom
• Insurance
• 100 - 200 Employee

• Commercial Account Manager- New Business, Renewals, Claims, Accounts

  • Apr 2004 - Sep 2007

  Generated £5k new business income from cold sme leads- top performer in new business team of 10. Generated £5k new business income from cold sme leads- top performer in new business team of 10.