Bradley Poole Dip CII
Commercial Account Handler at Alan Boswell Group- Claim this Profile
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Credentials
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Diploma in Insurance
Chartered Insurance Institute -
National Diploma in Business & Finance
BTEC
Experience
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Alan Boswell Group
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United Kingdom
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Insurance
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100 - 200 Employee
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Commercial Account Handler
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Jul 2021 - Present
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Senior Commercial Account Handler
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Dec 2020 - May 2021
Account Handler responsible for the day-to-day servicing and administration of a large and very varied portfolio of clients belonging to the director and founder of the business. Assisting where required on larger more complex risks as well as dealing with the many smaller commercial cases. Acting as focal point for both account handlers, account executives as well as insurer markets in respect of all classes of commercial insurance for both existing and new business.
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Senior Commercial Account Handler
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Dec 2020 - May 2021
Acting as focal point for account handlers and insurer markets in respect of all classes of commercial insurance with an ability to demonstrate technical insurance knowledge.Liaising with clients and insurers directly to ensure the very best results.Liaising with Directors and Account Executives regularly to discuss clients and manage the renewal process.Preparation of New Business and Renewal Presentations and undertaking re-marketing exercises.Preparation and issue New Business, Renewal and Adjustment documentation.
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Account Executive
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Sep 2011 - Nov 2020
Based in west London working for a well established and highly successful insurance brokering company as a Commercial Account Executive specializing in Tour Operators Liability insurance as well as many other classes of commercial business. Based in west London working for a well established and highly successful insurance brokering company as a Commercial Account Executive specializing in Tour Operators Liability insurance as well as many other classes of commercial business.
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Senior Account Handler
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Sep 2000 - Sep 2011
Head of the SME Commercial Department responsible for servicing a wide variety of retail clients. Specialising in property owners, shop keepers, restaurants, small hoteliers, public houses, tradesmen, jewellers, sports clubs, outdoor caterers and office risks. Managing the day to day service provided to a large exisiting client portfolio as well as new business enquiries. Ensuring contract certainty and compliance are adhered to as well as meeting client's demands and needs. Utilising both the composite market and in house binder facility to place risks. Mid term adjustments, policy issuance, claims support and credit control. Providing support to the Commercial Department assisting in marketing larger risks as well as some involvement in larger new business projects.
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Aviva
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Insurance
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1 - 100 Employee
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Account Handler
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Dec 1998 - Mar 1999
This period was spent travelling and working in Australia and South East Asia and included two major insurance placements through Niche Placements in Perth, This period was spent travelling and working in Australia and South East Asia and included two major insurance placements through Niche Placements in Perth,
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Client Support Technician
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Mar 1993 - Feb 1998
Based in the city of London and initially working on the placing side of the Casualty Department within the International Risk Management Division. After a major restructure within the Division transferred to a newly created Client Support Team with responsibilities for issuing policy summaries and reports as well as checking and producing policy documentation for a large range of clients on behalf of a panel of Account Executives. Based in the city of London and initially working on the placing side of the Casualty Department within the International Risk Management Division. After a major restructure within the Division transferred to a newly created Client Support Team with responsibilities for issuing policy summaries and reports as well as checking and producing policy documentation for a large range of clients on behalf of a panel of Account Executives.
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Jardine Lloyd Thompson
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Italy
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Trainee Administrator
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Jun 1991 - Mar 1993
Responsible for processing stage 1 policy issue documentation to the Lloyds and LIRMA as well as general office duties. Responsible for processing stage 1 policy issue documentation to the Lloyds and LIRMA as well as general office duties.
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Education
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Chelmsford College
BTEC National Diploma, Business and Finance -
Sandon Comprehensive School
BTEC National Diploma; English Language B, English Literature C; English Language B, Mathematics C, French C, Geography C, Technology B