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Experience

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Account Executive
      • Jul 2023 - Present

    • Vertex Product Manager
      • Mar 2020 - Mar 2024

  • Rothbury Insurance Brokers
    • Auckland, New Zealand
    • Assistant Branch Manger/ Senior Commercial Broker
      • Jan 2018 - Mar 2020
      • Auckland, New Zealand

  • Crombie Lockwood (NZ) Limited
    • Auckland, New Zealand
    • Senior Broker
      • Jun 2015 - Jan 2018
      • Auckland, New Zealand

      Managing a portfolio of diverse corporate and commercial accounts.Developing and structuring all-lines insurance programmes. Developing liability programmes for major construction projects.Working with team internally and using external resources to develop new products.Extensive face to face client contact and negotiation.Engaging with clients as part of their outward tenders to provide relevant and competitive insurance solutions.Providing risk management advice and contract reviews for clients.

    • Senior Adjuster
      • Apr 2014 - Feb 2015
      • London

    • Loss Adjuster
      • 2009 - 2014

      Independent loss adjuster focussing on risk management and losses arising from financial institutions and specie risks. Responsible for developing my own portfolio of work. Duties included establishing and reporting upon a wide range of circumstances including complex fraud, diamond theft, employee infidelity, cash in transit losses and professional indemnity. My reports formed the basis upon which Underwriters made decisions concerning the settlement or denial of claims and therefore needed to set out all pertinent issues accurately and concisely. Given the global nature of underwriting capacity in specialist classes, I was engaged to report on losses from underwriters both in London and overseas markets.

    • Client Manager
      • 2007 - 2009

      Responsible for developing and managing a portfolio of Fine Art and Specie business and handling all aspects of the client's needs. This included negotiating terms with markets at inception/renewal along with any mid-term adjustments along with any claims.

    • Account Executive
      • 1998 - 2006

      I worked as an account executive originally within the Crowley Colosso division of Lambert Fenchurch and thereafter Heath Lambert. Initially my role was focussed on the placement of cash in transit business emanating from a wholesale sources but grew to include jewellers block business emanating from Antwerp and Israel along with ancillary jewellery manufacturers and mining entities in Russia, China, Africa and Latin America. In the aftermath of the terrorist attacks on 11th September 2001 I successfully placed and managed a difficult book of business within a challenging marketplace whilst creating new relationships within the London market.

Education

  • 2007 - 2011
    Birkbeck College, University of London
    LLB (Hons), Law
  • 1995 - 1997
    Citrus College
    ASc, Business Administration

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Industry Focus. “Financial Services”

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