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Experience

    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Healthcare Administrator
      • Feb 2017 - Present

      Responsible for the administration and servicing of corporate healthcare (PMI) schemes. Responsible for the administration and servicing of corporate healthcare (PMI) schemes.

    • Employee Benefits Manager
      • Jul 1986 - Nov 2016

      My role as Employee Benefits Manager involved leading a team, servicing small to medium sized (SME) corporate clients and a number of larger clients, in relation to their insured employee benefits. The principal duties included advising on ‘scheme design’, re-broking the insurance risks associated with each benefit, advising on legislative changes, report writing, account management, processing of claims (medical, disability and death) and communicating with clients at HR Manager/Finance Director levels, both remotely and attending meetings, as necessary. I have enjoyed strong personal relationships with long-standing clients and have achieved excellent client retention. Show less

    • "Inspector"​ (Sales Consultant)
      • Dec 1982 - Jun 1986

      I commenced my financial services career joining the Life Association of Scotland as a trainee inspector/sales consultant, in its Leicester branch, undertaking life office administration procedures and on the job training, including periods at its Exeter and Birmingham branches. The role involved representing the firm to intermediaries (brokers). To progress my career I moved to the intermediary (IFA) side of the business with Berkeley Burke & Co. I commenced my financial services career joining the Life Association of Scotland as a trainee inspector/sales consultant, in its Leicester branch, undertaking life office administration procedures and on the job training, including periods at its Exeter and Birmingham branches. The role involved representing the firm to intermediaries (brokers). To progress my career I moved to the intermediary (IFA) side of the business with Berkeley Burke & Co.

Education

  • The University of Huddersfield
    Bachelor’s Degree, Geography
    1979 - 1982
  • Chilwell Comprehensive & Bilborough College, Nottingham

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