Experience

Allianz Trade in UK & Ireland

• United Kingdom
• Insurance
• 100 - 200 Employee

• Business Controller

  • Dec 2013 - Present

  I am responsible for all of the commercial reporting of business performance in both sales and account management for Allianz Trade in the UK and Ireland, providing management information and analysis through weekly and month end reporting of the commercial portfolio.I produce and continuously work to improve management reports and analysis relating to the credit insurance portfolio, to create faster responses with better quality and accuracy. I am always considering ways to improve upon processes and reports in all areas of my job role, and sometimes outside my job role. This has resulted in saving up to 130 working hours.I respond to ad-hoc requests from local and regional commercial departments in a timely and professional manner, consistently exceeding deadlines.I have excellent working relationships with the UK commercial department and key stakeholders (Commercial Director, CEO, Finance Director) Show less

• New Business & Salesforce Analyst

  • Nov 2009 - Dec 2013

  In what was a very analytical role, I was responsible for the gathering of all management information in relation to sales figures and revenue monthly / YTD. This included lead generation reports, new business league tables, telemarketing reports and activity stats. It involved a lot of time spent ensuring the data quality on salesforce.com enabling the successful and accurate reporting of data and stats.I was part of a cross disciplinary team who helped to implement salesforce.com throughout our business in the UK. In my subsequent role as a salesforce.com super-user I was responsible for the training (Where I developed a business wide training plan, and salesforce.com minimum standards document) regular cleansing of data, managing ongoing support requests and administrative needs of users. I developed and created reports via salesforce.com to provide management information. I provided an assignment management role to assign and re-assign accounts and sales cycles to the appropriate users across the business.I was also responsible for the sales support for all direct New Business prospects. My role involved regularly trouble shooting problems on salesforce.com for our end-users. I used our internal underwriting system to input and gather credit limit information, liaising with Risk underwriters and underwriting managers on key limits. I assisted in providing submission forms to New Business Underwriting, presenting terms to our sales prospects, organising sales leads via our salesforce.com system and focusing on prospecting / driving new business campaigns and potential major new business prospects. Show less

• Business Information Sales

  • Jun 2007 - Nov 2009

  I was responsible for the sales and day to day customer service to all policyholders using our discretionary level, added value products ‘First Source’ and ‘Credit Intelligence Opinions.’ I provided support at all times to account management teams.I represented my department in front of clients, brokers and internal people in one on one meeting's and in presentations using PowerPoint to a large audience on numerous occasions confidently and successfully, offering support to both account management, and New Business, where I was successful in helping to get Major accounts to sign up for an insurance policy.I was a member of a project team that developed and launched Credit Intelligence opinions (A brand new export opinions service) to the market. We conducted a telephone campaign to our Irish Policyholders where we contacted 74% of our live Irish customer base. We also contacted selected key clients for the new export service and I was successful in helping to secure the sale to three of the biggest regular users of that service. Show less

• Account Executive

  • Jan 2006 - Jun 2007

  In what was a commercially focused role, I was responsible for helping to manage the day to day queries, service issues and general client and broker relationships and in ensuring the highest possible up take of ‘First Source’ as the product of choice with policyholders for discretionary limit credit opinions.I was responsible in helping to implement a successful sector focused sales strategy using Focus groups with brokers and senior management to develop key clients in the Fuel and Electronic sectors. This helped to increase First Source revenue in these sectors by 25%I visited clients on a regular basis ensuring that their accounts run smoothly, and to help generate new business and retain First Source revenue. I represented my department in front of clients, brokers and internal people in one on one meeting's and in presentations using PowerPoint very successfully with fantastic feedback.I was part of a team which helped launch ‘First Source Plus’ to the market and achieved a 45% take up of existing customers. Show less

• Trade Credit Underwriter

  • Apr 2002 - Jan 2006

  I provided a high level of customer service, underwriting to agreed exceptional service levels achieving targets as set by the manager. This included the analysis of balance sheets, profit and loss accounts, management information and financial documents, as well as the analysis of information on our internal databases.I spoke to clients on a daily basis, dealing with client queries and enquiries where I believe I was a popular, valuable team player providing high levels of customer service.I participated in an Ashridge Management Training course in order to develop my management and team leading skills. This helped my development in my interaction with colleagues, and I learnt various tools and methods which I was able to put into practice successfully, specifically in my time as underwriting team leader. I was responsible for up to nine underwriters, offering advice, training and assistance at all times. Show less

• Collections Administrator

  • Feb 2001 - Apr 2002

  I was responsible for the administration within a high quality, commercial debt recovery service. My role included inputting data (Debt placement), processing cheques, printing and distributing client invoices and correspondence, processing client payments and offering unlimited customer service.I was a member of a close knit team, and received an award for being employee of the quarter. I learnt to develop my customer service skills to both internal and external clients.My role within the sales area of the department entailed cold calling on a daily basis, in order to promote and sell our Non-Insured Debt Collection service to targeted businesses. This also included work targeting and obtaining debts from companies involved in the Federation of small businesses. Show less