Joanne Wells Dip CII
Senior Commercial Account Handler at Towergate Insurance Brokers North Anglia- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Insurance Professional Level 4
Davies Learning SolutionsApr, 2022- Nov, 2024 -
Dip CII
The Chartered Insurance InstituteDec, 2021- Nov, 2024 -
Level 2 Business and Administration
-Oct, 2014- Nov, 2024 -
Cert CII
The Chartered Insurance InstituteJun, 2013- Nov, 2024
Experience
-
Towergate Insurance Brokers North Anglia
-
United Kingdom
-
Insurance
-
1 - 100 Employee
-
Senior Commercial Account Handler
-
Jan 2020 - Present
Senior Account Handler with 7 years Commercial experience. I have the ability to work under pressure and within tight deadlines, working in close partnership with the Account Executive to deliver the best outcomes. In my role my tasks include: Preparing presentations and assisting the Executive on negotiations for both New Business and Renewals. Preparing Renewal documentation, including reports to send to the client. Managing client accounts to ensure invoices are settled and debts are recovered quickly. Following up with insurers for policy documents and endorsements. Checking documents and endorsements for accuracy before sending to the client. Ensuring smooth running of the account for day-to-day activities. Attend client meetings, taking and completing formal minutes and post meeting activities as needed by the Account Executive. Ensure processes and procedures are adhered to. Providing support to other team members when needed and using my knowledge to assist in coaching newer members of the team. Show less
-
-
-
Towergate Insurance Brokers
-
United Kingdom
-
Insurance
-
400 - 500 Employee
-
Commercial Account Handler
-
Jul 2015 - Dec 2019
In my role my tasks include: Preparing presentations for the Executive to send to market for renewals. Preparing Renewals to send to the client. Preparing Renewal Reports for the Executive. Chasing for Renewal instructions. Liaising with insurers to retain renewals. Chasing outstanding debts Chasing for policy documents and endorsements. Checking documents and endorsements before sending to the client. Handling post. Dealing with emails as they come in. Handling the personal lines connected business the Executive holds. General administrative duties Providing support to other team members when needed. Dealing with claims and chasing for settlements. MID updates / Fleet management Other tasks as required by the Executive. Show less
-
-
-
CTS Security Limited
-
King's Lynn
-
Service Co-Ordinator
-
Oct 2014 - Jun 2015
I am responsible for planning the engineers working week to ensure that all services are carried out within the allowed timescales. I ensure that these are planned logistically whilst trying to accommodate the customer requests. Whilst scheduling services, I also complete general admin work, such as: Closing down jobs and sending job sheets to customers. Making sure that the data base is up to date with the customer details and relevant notes. I am responsible for planning the engineers working week to ensure that all services are carried out within the allowed timescales. I ensure that these are planned logistically whilst trying to accommodate the customer requests. Whilst scheduling services, I also complete general admin work, such as: Closing down jobs and sending job sheets to customers. Making sure that the data base is up to date with the customer details and relevant notes.
-
-
-
Fenton Insurance Solutions Limited
-
Insurance
-
1 - 100 Employee
-
Personal Lines Assistant
-
May 2014 - Sep 2014
Following maternity leave I returned to Fenton Insurance Solutions as a personal lines assistant.My role included:Answering the telephone and dealing with customer queries.Ensuring that renewals are issued to clients 30 days in advance.To follow up the renewal with a call to ensure a high retention rate.Selling policies to clients that call for quotations.Cross Selling products to clients for other areas of the business.General administrative duties.
-
-
Personal Lines Supervisor
-
Apr 2013 - May 2014
My role included:Managing the transfer of business from NPIB to Fenton Insurance Solutions.Ensuring that the transfer of business was conducted with minimal disruption to customers.Maintain renewal retention rates.Organise tasks for the team complete on a daily basis.Organising holiday and cover where required.Liaise with higher management on overtime requirements.Answering the telephone and dealing with customer queries.Ensuring that renewals are issued to clients 30 days in advance.To follow up the renewal with a call to ensure a high retention rate.Selling policies to clients that call for quotations.Cross Selling products to clients for other areas of the business.General administrative duties. Show less
-
-
-
Norwich and Peterborough Insurance Brokers
-
Downham Market
-
Personal Lines Supervisor
-
Sep 2011 - Apr 2013
My role included: Maintain renewal retention rates. Organise tasks for the team complete on a daily basis. Organising holiday and cover where required. Liaise with higher management on overtime requirements. Answering the telephone and dealing with customer queries. Ensuring that renewals are issued to clients 30 days in advance. To follow up the renewal with a call to ensure a high retention rate. Selling policies to clients that call for quotations. Cross Selling products to clients for other areas of the business. General administrative duties. Show less
-
-
-
Adrian Flux Careers
-
United Kingdom
-
Insurance
-
100 - 200 Employee
-
Sales Team Manager
-
Sep 2003 - Sep 2011
My role included: On the job telephone coaching. Sales coaching. Ensuring staff adhered to FSA regulations. Ensuring sales targets were achieved. Encourage cross selling within the team. Write a monthly board report for my teams. Write staff reviews. Lead by example by taking calls when needed. Achieve my own personal sales targets. Ensure I upheld great call audits. Work as part of my team and as part of the management team. My role included: On the job telephone coaching. Sales coaching. Ensuring staff adhered to FSA regulations. Ensuring sales targets were achieved. Encourage cross selling within the team. Write a monthly board report for my teams. Write staff reviews. Lead by example by taking calls when needed. Achieve my own personal sales targets. Ensure I upheld great call audits. Work as part of my team and as part of the management team.
-
-
Education
-
2014 - 2014
West Suffolk College
Level 2, Business and Administration -
1995 - 2000
Springwood High School
High School
Community
