Experience

Protean Risk Limited

• Financial Institutions Team Leader/Account Director

  • Jul 2017 - Present

  Protean Risk is a specialist, Lloyd's of London insurance broker advising firms in the investment industry, financial services and technology sectors. Our clients range from start-ups to companies with revenues in excess of £100m and beyond. We advise clients across a full range of insurance products with a particular focus on professional and executive risks, specifically Professional Indemnity, Directors' and Officers' Liability, Crime and Cyber Liability insurances.



MGB INSURANCE BROKERS LIMITED

• Manager - Financial & Direct Risks

  • Nov 2014 - Jun 2017

  - Direct clients of all professions and “Financial” professionals on a Wholesale basis- UK Professional Indemnity with some Cyber Liability- Managed the Financial & Direct Risks team- Management of Renewal Portfolio and New Business Development- Meetings with key direct clients, partner brokers and insurers to develop business relationships- Presentations for Lloyd’s and London market broking- Writing and proof-reading Marketing e-bulletins- Internal training sessions- Processing of Bulking Lineslips, including FDO LPANs for Xchanging, endorsements and managing specimen schedule templates- Continued process and system development for our IT system

• Account Handler

  • Jul 2010 - Oct 2014

  - Lloyd's Insurance Broker- Company previously known as Senior Wright Indemnity Ltd until 17th December 2013- UK SME Professional Indemnity- Negotiated renewal terms with insurers and provided recommendations to clients- Invoicing and producing slips or policies for signing in the Lloyd’s and London markets- Managing all enquiries efficiently and handling mid-term adjustments- New business development for direct clients- Holding meetings with insurers and clients and maintaining good relationships- Special Project 2014: Development of new IT system



PYV

• Insurance
• 1 - 100 Employee

• Wholesale Manager

  • Oct 2008 - Jul 2010

  - Managed company’s Wholesale Professional Indemnity book, providing a central contact point for the company’s partner brokers- Duties included: managing the Wholesale team effectively, reissuing of all TOBAs, building relationships with partner brokers, marketing for new opportunities, handling enquiries and renewals efficiently and broking risks to insurers- Achievements include doubling the company’s Wholesale solicitors’ book in one year

• Solicitors Account Handler

  • Jun 2007 - Oct 2008

  - Lloyd's Insurance Broker- New and Renewal Solicitors’ Professional Indemnity business- Guiding both new and existing clients through their Insurance renewal, sourcing quotations from a range of providers, answering queries accurately and efficiently, carrying policies through to completion- Used Excel rating engines provided by insurers to quote both Primary and Excess of Loss policies taking account of such factors as fee income, business activity and claims history