Experience

Cavendish Munro Professional Risks Ltd

• United Kingdom
• Insurance
• 1 - 100 Employee

• Associate Director

  • Jun 2020 - Present

  An Associate Director on the renewals broking team for Professional Indemnity Insurance. Managing a team of brokers, we specialise in SME Professional Indemnity Insurance but also handle Cyber, D & O and Employers and Public Liability portfolios.

• Senior Broker

  • Jan 2018 - Jun 2020

• Broker

  • Jul 2016 - Jun 2020



Vincent Bond & Co

• Financial Services
• 1 - 100 Employee

• Debt Advisor

  • Jun 2014 - Jul 2016

  My role as a Debt Advisor involved speaking to clients who have called in for assistance with their finances. After completing an income and expenditure to gain an understanding of the position they are in, I would ascertain whether there are any Debt Solutions available to the client such as a Debt Management Plan, IVA, Bankruptcy or a Debt Relief Order. My role as a Debt Advisor involved speaking to clients who have called in for assistance with their finances. After completing an income and expenditure to gain an understanding of the position they are in, I would ascertain whether there are any Debt Solutions available to the client such as a Debt Management Plan, IVA, Bankruptcy or a Debt Relief Order.



Fox Symes and Associates, Sydney, Australia

• Debt Advocate

  • Dec 2013 - May 2014

  Working for the largest Debt Solutions company in Australia, I was able to enhance my skills obtained from my previous work in the Debt Management Industry and work more hands on with the client. The role included:  Taking live fresh leads over the phone who had called in looking for assistance with their finances.  Gaining the trust of the client and assuring them of the right solutions when they had lost trust in the industry. Solutions included a Debt Agreement, Bankruptcy, Financial Hardship or Home Refinancing.  Obtaining and analysing relevant documents such as proof income, expenses and bank statements to finalise the application.  Creating a Statement of Affairs to be sent to the Government and creditors for voting on the agreement.  Managing my own portfolio of clients. Show less

• Debt Advisor

  • Dec 2012 - Jun 2013


Indemnity Risk Solutions LLP

• Insurance

• Underwriting Assistant Team Supervisor

  • Jul 2012 - Dec 2012

  After 2 solicitor seasons as an Underwriting Assistant, I was promoted to Team Supervisor. This involved me overseeing a team of 13 Underwriting Assistants and therefore came with more responsibility. Duties included the following:  Train and oversee a team, 90% of which had not worked in the industry before.  Liaising with brokers to try and obtain new business and renewal quotes.  Experience in the underwriting side of the job by targeting business in which we were capable of winning and deducting any discounts available. Show less

• Underwriting Assistant

  • Jul 2010 - Dec 2011

  This role was seasonal between these periods and involved assisting Underwriters in Professional Indemnity Insurance during the most intense period for the company, targeting small to medium sized firms. Working in the Solicitor season required long hours and high levels of productivity to make sure that the company were able to benefit as much as possible from the busiest and most profitable time of the year. The role included the following tasks:  Input data from numerous proposal forms into a database where attention to detail was of high importance.  Exclude high risk proposals that did not match the specified criteria.  Liaise with brokers and build relationships.  Obtain any further information required to process an order. Show less