Experience

Partners&.

• United Kingdom
• Insurance
• 200 - 300 Employee

• Client Director

  • Mar 2021 - Present



Ives & Taylor Insurances Limited

• Bolton

• Director

  • May 2004 - Mar 2021

  Ives & Taylor are a well established insurance broker based in Bolton specialising in SME clients of all trades and sizes. Our goal is to provide clear understanding of insurance to our clients regardless of size. We ensure this is completed through a consistent service approach, using meetings and open discussion, reviewing your business activities and your expectations. Bringing my experience of working at National Broker Level, servicing large national and international companies, I have a wealth of experience to bring to the SME market. We work to understand your business and its needs, in order that we can reduce costs without impacting cover. Show less



Farr

• Alderley Edge

• Account Executive

  • Oct 2003 - May 2004

  Responsibility for servicing the Insurance Requirements of Existing Housing Association Clients, alongside support to the Development Team in winning new clients. Whilst my time at Farr was relatively short, it was a role that was much enjoyed, unfortunately the opportunity at Ives & Taylor was one which suited on all levels. Responsibility for servicing the Insurance Requirements of Existing Housing Association Clients, alongside support to the Development Team in winning new clients. Whilst my time at Farr was relatively short, it was a role that was much enjoyed, unfortunately the opportunity at Ives & Taylor was one which suited on all levels.



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Commercial Account Executive

  • Jun 2001 - Sep 2003

  My responsibility was to service the existing commercial clients within my portfolio, alongside support for the acquisition of new business with the Development Team.

• Account Manager

  • Oct 1995 - Jun 2001

  I was responsible for the handling and managing of my own portfolio of clients in conjunction with the Account Executives. This was fulfilled with the broking of new business, negotiation of renewal terms, handling of mid term adjustments and also claims handling and settlement.



HA Wilcock Insurance & Company

• Commercial Account Handler

  • 1988 - 1994