Experience

PIC Insurance Brokers

• New Zealand
• Insurance
• 1 - 100 Employee

• Commercial Insurance Manager

  • May 2017 - Present

  • Providing professional, accurate and efficient response to client needs through liaison directly with clients and underwriters. • Ensuring retention and growth of existing portfolio through the provision of superior and consistent client delivery. • Identifying and driving new business activity that leads to the overall growth of PIC • Production of monthly sales performance reports. • Developing and maintaining relationships with Insurers and clients, maximising customer retention. • Senior leadership team member. Show less



Trevellyan Insurance Brokers

• United Kingdom
• Insurance
• 1 - 100 Employee

• Commercial Insurance Broker

  • Aug 2016 - Feb 2017

  • Management of a £0.5m book of 200 Commercial clients for Property, Casualty & Construction risks. • Management of renewals tracking, KPIs and new business sales. • Responsible for the performance of Account Executives, Account Handlers and Lead Generators who deal with a range of Renewals, MTAs, Claims and New Business. • Production of weekly and monthly sales performance reports. • Developing and maintaining relationships with Insurers and clients, maximising customer retention. • Development of company web site and client service improvements. • Responsible for staff recruitment, performance management and development. Show less



Partnership Assurance:

• London, England, United Kingdom

• Quotes Manager

  • Nov 2015 - Aug 2016

  My Role was to optimise new business across all Partnership product ranges within the Retirement sector. • Developing potential £2m of Annuity business daily. • Consistently high performance recognised through the company incentive scheme. My Role was to optimise new business across all Partnership product ranges within the Retirement sector. • Developing potential £2m of Annuity business daily. • Consistently high performance recognised through the company incentive scheme.



Swinton Group

• United Kingdom
• Insurance
• 700 & Above Employee

• Insurance Broker

  • Apr 2014 - Nov 2015

  • My role was to build and maintain relationships with larger clients through which new business is generated and renewals repeated. • Developed a book of business from £175,000 to over £600,000 GWP. • Providing leadership and support to the Account Handling team, ensuring customer satisfaction. • My role was to build and maintain relationships with larger clients through which new business is generated and renewals repeated. • Developed a book of business from £175,000 to over £600,000 GWP. • Providing leadership and support to the Account Handling team, ensuring customer satisfaction.