Experience

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  Northcott Beaton Ltd

  • Exeter, England, United Kingdom

  • Account Executive

    • Mar 2023 - Present
    • Exeter, England, United Kingdom

    Northcott Beaton is now a proud part of Lloyd & Whyte Community Broking, a collection of local insurance brokers based in the South West. Lloyd & Whyte are an established independent insurance and financial services provider based in Taunton, Somerset.Since 1990, Northcott Beaton has been providing a much needed personal touch to the commercial and personal insurance needs of clients across the South West, from Land’s End to Bristol.We specialise in providing commercial insurance for construction, leisure and tourism, property and charity sectors.We also offer a range of conveyancing products for lawyers and conveyancers, including cover for when things go wrong during property deals.

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  WESTERN COMMODITIES LTD

  • Tiverton, England, United Kingdom

  • Sales Executive

    • Jun 2022 - Mar 2023
    • Tiverton, England, United Kingdom

    Western Commodities was founded in 1998, starting as a domestic trading company. It has now become an international trading company, with a UK based manufacturing business, that turns commodities into ingredients.Western Commodities specialise in dates, dried fruits, nuts and seeds and have invested heavily in the latest laser sorting and roasting technologies.My role was in sales and business development, providing quotes to businesses and organisations. This was mainly within the UK but with some clients also being overseas.As well as approaching potential customers with the aim of winning new business, I strived to maintain good relationships with existing clients, gaining repeat business wherever possible.

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  MORTGAGE SELECT (SW) LIMITED

  • Taunton, England, United Kingdom

  • Mortgage Consultant

    • Jul 2020 - Jun 2022
    • Taunton, England, United Kingdom

    Whilst working at Mortgage Select, I offered mortgage service appointments by phone, or in person if preferred. I would research the market to find the right product for my clients and then carry out a credit search with the chosen lender, going on to submit the full mortgage application when ready. I would then follow the mortgage application through to offer and keep clients updated with the progress, on a regular basis; this included communicating with solicitors and developers, or estate agents, to ensure the process ran smoothly.

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  Cooper Associates Group

  • Taunton, United Kingdom

  • Mortgage Adviser

    • Apr 2019 - Jun 2020
    • Taunton, United Kingdom

    Cooper Associates Mortgages specialise in providing award winning mortgage and insurance advice to both individuals and companies, from the whole of the market. The key principle was that every client should be treated as my only client, with excellent customer service being my priority. I trained with Cooper Associates, under their Academy training programme, to become a fully competent advisor.

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  A-Plan Insurance

  • Taunton, United Kingdom

  • Assistant Manager

    • Aug 2015 - Mar 2019
    • Taunton, United Kingdom

    A-Plan Insurance provide car, home, van and a range of other insurance services. From numerous high street branches, they provide the personal touch that's so often missing from today's comparison websites and call centres. I began at A-Plan as a branch assistant but my hard work was recognised and I progressed to take on the role of assistant manager. Working for a large insurance broker, my responsibilities were as follows:• The first point of contact for my clients, providing a personal service.• Managing policy renewals for the branch and ensuring that the policies suit my client’s needs.• Providing advice and finding suitable cover, under the regulations of the Financial Conduct Authority.• Inputting and summarising the weekly figures for the branch and forwarding this on to our head office. Also providing the team with feedback and targets.• Managing claims for a variety of personal insurances, including motor and home insurance.• Liaising with underwriters and other agencies in the insurance industry.

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  Western Provident Association

  • Taunton, United Kingdom

  • Customer Support Officer

    • Mar 2014 - Aug 2015
    • Taunton, United Kingdom

    WPA is a leading UK health insurer with a not-for-profit heritage of over 110 years. One of the UK´s fastest growing health insurers offering excellent value and quality of service second to none.My role at WPA as a Customer support officer involved undertaking a large variety of tasks within a large scale private health care administration office. My main responsibilities were as follows:• The first point of contact for people seeking advice and making a claim on private medical insurance.• Assessing complex medical claims and offering basic medical advice to assist this further.• Liaising with multiple agencies and health care authorities and professionals.• Strict case management and administration of medical files.• Keeping confidential notes and providing financial advice with invoices and payment questions in line within the strict guidelines of the financial conduct authority.• A large caseload of medical insurance claims.