Portfolio Manager

• Apr 2019 - Present

Commercial Insurance Account Executive

• Jul 2016 - Apr 2019

Account Executive looking after the needs of Deacon clients by broking new policies for them or adding mid term adjustments to current policies and renewing policies on the monthly basis. Account Executive looking after the needs of Deacon clients by broking new policies for them or adding mid term adjustments to current policies and renewing policies on the monthly basis.

Sales & Product Trainer

• Jul 2015 - Jun 2016

As a Sales and Product Trainer my key responsibilities are:1. Train new staff coming into the business for New Business, Renewals and Customer Service Departments, this is including new Managers to the business.2. To write training material to follow alongside new guidelines and company procedures.3. General up-skill of current employees and knowledge testing for the organisation.4. Maintaining communication lines clear between training and different areas of the business.5. Maintaining clear communication between the Training Department and other companies in the UK under the Arthur J. Gallagher umbrella.

Deputy Team Manager

• Aug 2014 - Jul 2015

Still working within the Arthur J. Gallagher at a company called insure4retirement, they deal with over 50's home insurance, at this point in my career I started to manage sales teams in the company, so some of my key responsibilities were:1. Ensure all team members get a coaching session and a follow up to this coaching per month.2. Monthly review with each team member.3. Attending manager meetings every morning plus additional organisation meetings.4. Managing sickness and absence by following HR guidelines.5. Ensuring sales targets and compliance targets are met on the monthly basis.6. Monitoring compliance for team by listening to calls.