Experience

Dickson & Wilson Insurance

• Ireland
• Insurance
• 1 - 100 Employee

• Commercial Account Executive

  • Jan 2021 - Present



Wilson Insurance Brokers Ltd

• United Kingdom
• Insurance
• 1 - 100 Employee

• Commercial Account Executive

  • Oct 2015 - Present



Liberty Insurance Ireland

• Ireland
• Insurance
• 1 - 100 Employee

• Sales Coordinator

  • Sep 2003 - Sep 2015

  • Lead the coordination of activities for a team of field based Regional Development Managers • Maintain and develop effective professional relationships with Clients and Brokers to avail of best opportunities • Ensure priority brokers are served quickly and inside any bespoke service level agreements • Create and maintain effective channels of communication with all Commercial Management • Test intent with the broker before we invest time on submission • Close sales from the desk where necessary to ensure service levels are maintained • Contact brokers to drum up enquiries and to communicate our appetite • Assist the Commercial Management with the organising of events or appointments • Assist with the introduction and development of Sales Software • Prepare joint prospects and monthly sales ladder figures • Prepare monthly broker scorecard reports including relevant graphs and charts • Data Analysis - creation of numerous internal sales support reports to assist field bases Sales Team Show less



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Sales Executive - Direct Line Insurance Group

  • Sep 1996 - Aug 2003

  Various Roles within the Direct Line Insurance Group including Inbound Sales • Provision of new business sales for the companies Home Insurance product • Handling all after sales customer care calls, mid-term adjustments and renewal sales Outbound Sales • Introduction and sell selling new products and services such as Home Emergency cover and Alarm Systems Induction Co-ordinator • Drawing up Training Needs Analysis and implementing training plans • Undertake the full training course for new employees and provide any additional or advanced training for existing staff Internal Auditor • Auditing advisers calls to make sure they meet the standards set out by the company and by the General Insurance Standards Council • Providing feedback to Team Managers and setting action plans where necessary Supervisor • Managing the team and making underwriting decisions when deputising for Team Leader Show less



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Sep 1993 - Aug 1996

  • To retain and develop the companies book of business within my territory through: • Sales of Financial Services Products ie Pensions, Savings, Investments, Life Insurance, Mortgage Repayment plans, Home and Motor Insurance • Managing day to day administration of clients accounts to adhere to best practice and compliance. • Establishing a relationship with existing customers and seeking opportunities to introduce new customers to our product range. • To retain and develop the companies book of business within my territory through: • Sales of Financial Services Products ie Pensions, Savings, Investments, Life Insurance, Mortgage Repayment plans, Home and Motor Insurance • Managing day to day administration of clients accounts to adhere to best practice and compliance. • Establishing a relationship with existing customers and seeking opportunities to introduce new customers to our product range.



AT Mays Travel Ltd

• Stornoway, Isle of Lewis

• Retail & Business Travel Consultant

  • Sep 1990 - Aug 1993

  Assisting customers providing a professional and friendly service through: • Arrangement of retails and business products, either direct to the public or indirectly via telephone sales • Selling ancillary services such as onward flights, insurance, car hire and upgrades • Dealing with general queries and problems that may arise • Maintaining an ongoing relationship with customers and seeking opportunities for potential new clients Education Assisting customers providing a professional and friendly service through: • Arrangement of retails and business products, either direct to the public or indirectly via telephone sales • Selling ancillary services such as onward flights, insurance, car hire and upgrades • Dealing with general queries and problems that may arise • Maintaining an ongoing relationship with customers and seeking opportunities for potential new clients Education