Experience

Pikl Insurance

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Product & Design

  • Jun 2022 - Present



Cignpost Life

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Product & Distribution

  • Jan 2018 - Jun 2022

  Lead the ongoing development of the Cignpost Life proposition, delivering a simple, smart life insurance product via trusted partners. Combine technology with marketing to produce solutions that keep the users at the heart of the proposition. Here are just a few of my responsibilities; - Understand and track changes in customer need, competition and market opportunity - Develop new and existing products working with third party providers and internal marketing and technology teams - Lead the strategic development of the proposition to drive growth - Build the business case and financial forecasts, managing performance in line with them - Report performance to the board of directors and external key stakeholders - Manage the development of all sales, marketing and training materials - Deliver training to the advisers of new partners - Develop distribution plans and build relationships with new and existing partners - Work with partners to improve the performance of online journeys to increase sales volumes - Oversee the onboarding of all new partners from initial conversation to go live - Provide ongoing support to all partners answering queries as required - Manage a team of product marketers - Understand technology requirements, record bugs/issues/stories, communicate priorities and ensure delivery against them Show less



Conectia

• Marketing Services
• 1 - 100 Employee

• Performance Marketing Manager

  • Aug 2015 - Jan 2018

  Conectia are lead generation experts with experience in email marketing, search marketing, affiliate marketing and content marketing. Conectia Ltd has recently been renamed to Inchora Commercial Ltd which will encompass business energy switching, commercial partnerships, a performance marketing network and a product development hub bringing innovative new products to market.Manage the team responsible for the various performance marketing channels including email, search, display and content marketing. Build briefs for the development function in line with client requirements and project manage the build in line with the agreed timescales. Manage a team of front end developers and designers to build and maintain websites, bespoke software and digital promotions. Identify solutions for internal and external clients to maximise value whilst remaining within compliance guidelines. Recruit, manage and develop staff in tandem with business growth. Seconded to a Client Sales Manage role whilst also fulfilling the Performance Marketing Manager role involving; Managing a team of sales executives, identifying opportunities to expand the client base, building prospecting lists for the team as required, meeting external clients and attending events. Show less

• Senior Intel Executive

  • Apr 2013 - Aug 2015

  Reconcile month end stats to client systems and produce monthly projected income and cost reports. Produce weekly management information for internal websites, analyse performance and suggest improvements. Raise monthly sales invoices and produce monthly self-billing invoices. Update weekly cashflow reports and undertake credit control activities by phone and email. Produce and run weekly payment runs, including international payments. Investigate and resolve reconciliation and payment differences. Revamped all areas of reporting to clearer and more concise reports.Seconded to an Office Manager role prior to being promoted to Performance Marketing Manager involving but not limited to; Conducting one-to-one’s, ensuring compliance to regulatory bodies, completing a role review, producing job descriptions, completing inductions and managing office supplies. Show less



Circle Housing

• United Kingdom
• Real Estate
• 300 - 400 Employee

• Finance Officer

  • May 2010 - Apr 2013

  Circle are the UK’s biggest Housing Association offering a number of services to people all across the UK. Reconciling complex supplier statements and review reports to ensure the speedy resolution of aged balances. Contact for Accounts Payable queries both internally from group companies and externally from suppliers. Ensure the timely and accurate input of payment requests received from Circle and it’s group companies. Investigate and allocate refunds from suppliers. Selected to be a member of the key Business Excellence Team created to review and improve our processes and procedures. Produced training material to assist colleagues with our systems. Show less



Marsh Ltd & Capita Ltd

• Norwich, United Kingdom

• Accounts Technician

  • Sep 2005 - Apr 2010

  Capita are the leading outsourcing company within the UK striving to support, develop and manage its clients. Marsh outsourced its UK Operations to Capita in July 2008. Marsh is the world’s leading insurance broker and risk advisor. Reconcile client accounts liaising with the technical department and the client to resolve any discrepancies. Produce and update reports on aged debt and feedback to a Team Manager on a monthly basis as well as Managing Directors on a quarterly basis. Investigate unidentified funds contacting the client and reviewing internal accounting systems. Undertake credit control activities by phone, email and letters. Raise payment requests and allocate incoming funds as per remittance advices. Resolve queries both internally and externally in line with KPI’s. Came 6th out of 59 Accounts Technician in the departmental ratings. Lead a team of 10 colleagues in ‘As Is’ workshops, coaching and motivating them, working with the transformation team to map out processes and identify inefficiencies. Involved in the development and implementation of a Capita performance management system, being the only representative for 59 Accounts Technicians. Volunteering along with 25 others to be a ‘champion’ for a computer based diary system and being one of only 6 to be selected to take part on the project. Show less