Experience

Partners&.

• United Kingdom
• Insurance
• 200 - 300 Employee

• Client Advisor

  • Aug 2020 - Present



Marsh Commercial

• United Kingdom
• Insurance
• 700 & Above Employee

• Commercial Account Handler

  • Dec 2019 - Aug 2020



Jelf - Page Closed

• United Kingdom
• Insurance
• 100 - 200 Employee

• New Business Support Co-ordinator

  • Aug 2014 - Dec 2019

  To assist with information gathering, liaison with clients, preparation of recommendations to support Sales Executives deliver accurate solutions for clients. Assist in the preparation for client meetings. Obtain quotation illustrations, prepare comparisons and other documentation ahead of client reviews.Production of powerpoint for meetings.

• Admin Support

  • Nov 2013 - Aug 2014

  Covering maternity leave, completing a variety of administration tasks to support the day to day running of the office.



Direct Line Group

• United Kingdom
• Insurance
• 700 & Above Employee

• Learning Curriculum Consultant

  • Jan 2008 - Nov 2013

  Engaging and building relationships with stakeholders ensuring training in fit for purpose and within timescales Consultation to identify training needs/skills gap Design a range of training solutions for a diverse range of stakeholders and insurance related projects Evaluation to understand success of development solutions and make recommendations for improvement Facilitation of insurance and behavioural training sessions to groups, individuals and train the trainer Working on long and short term projects concurrently with varied content and deadlines Show less



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Insurance Trainer

  • Jun 2001 - Jan 2008

  Responsible for the end to end training cycle. Reporting on project timescales and delivering to deadlines. Building and delivering a range of development programmes, technical and personal skills. Key area of responsibility, to look after the training needs for the small business call centre. Remotely managed. Working with underwriters, business partners and managers to ensure training was fit for purpose. Ensuring all material was technically compliant and met with current regulation. Show less



NatWest

• Banking
• 700 & Above Employee

• Business Insurance Consultant

  • Dec 1998 - Jun 2001

  Call centre environment providing quotations and making sales on commercial package products. Quality and sales targeted environment. Technical referrals to underwriters. Regulated to provide advice. Call centre environment providing quotations and making sales on commercial package products. Quality and sales targeted environment. Technical referrals to underwriters. Regulated to provide advice.