Personal Lines Manager

• Jun 2018 - Present

Senior Account Handler

• Oct 2000 - Jun 2018

Senior Account Handler

• Oct 2000 - Jun 2018

• Managing a delegated authority scheme within the office, making sure scheme is administered correctly by all members of staff • Calculating and issuing renewals to clients within set timeframe • Chasing renewals and keeping retentions at a high level (around 95% retention) • Checking all new policies issued by the sales team to ensure risk fits scheme criteria and correct rate has been calculated • Vetting all documents received from clients to ensure information provided is correct • Checking all policy documentation issued by insurers • Sole responsibility for running reports and chasing any outstanding monies owed from defaulted clients direct debit agreements for all Mastercover clients • Dealing with incoming calls for all lines of business including private car, commercial Vehicle, household, driving instructors (scheme), removals (scheme), liability, professional indemnity and more • Providing clients with new business quotations across all lines of business when required • Preparing and maintaining staff rota for Saturday workers • Work alongside MD to maintain current IT systems and infrastructure and help implement new systems and procedures • Training new members of staff on scheme products & IT systems Show less

Insurance Clerk

• Jun 1998 - Oct 2000

• Dealing with customers both on the phone and face to face for all new quotations, MTA’s, renewals & general enquiries for all personal lines business • Chasing quotes that have been given but not yet taken up • Issuing renewals within set timeframe • Chasing renewals • Consistently achieve both personal & branch sales targets • Reconcile daily charge notes & take cash to the bank • Dealing with customers both on the phone and face to face for all new quotations, MTA’s, renewals & general enquiries for all personal lines business • Chasing quotes that have been given but not yet taken up • Issuing renewals within set timeframe • Chasing renewals • Consistently achieve both personal & branch sales targets • Reconcile daily charge notes & take cash to the bank

Trainee Insurance Broker

• Nov 1996 - Jun 1998

• Taking Quote details • Liaising with Insurers • Dealing with general client queries both on the phone and face to face • General administration duties • Help prepare renewals for commercial lines clients • Taking Quote details • Liaising with Insurers • Dealing with general client queries both on the phone and face to face • General administration duties • Help prepare renewals for commercial lines clients