Experience

Protean Risk Limited

• Client Director

  • Jul 2020 - Present

  Head the ProFin Division dealing with Financial Lines enquiries for commercial clients. This includes Professional Indemnity, Directors & Officers and Cyber Insurance. This is both on a retail/direct and wholesale basis. Head the ProFin Division dealing with Financial Lines enquiries for commercial clients. This includes Professional Indemnity, Directors & Officers and Cyber Insurance. This is both on a retail/direct and wholesale basis.



MGB Insurance Brokers Limited

• Associate Director - Non-Financial Risks

  • Sep 2019 - Jul 2020

• Divisional Manager - Non-Financial Risks

  • Dec 2017 - Sep 2019

  The main responsibility of this role is the overseeing of the Renewals and New Business Teams on the Non-Financial Risks side of the business working closely alongside the Managers of each of the respective teams. It enables a holistic approach to be installed and ensure the teams work closely together. The team values and methods being aligned provide a more unified outlook and consistency of service to be provided to our brokers. The collaborative efforts of both the individuals and managers within these teams provide a broader potential to share knowledge and identify business opportunities. Given the platform provided and the heightened responsibilities, I want to ensure the best methods are in place for both the individuals to achieve personal targets as well as the teams achieving overall targets. There is also heightened involvement in the managing of the books of businesses and relationships with both our Insurers and brokers. Further, I am also able to devote time to specific projects that I believe will benefit the business as a whole going forward. An additional responsibility is providing back up and support to the Broking Department. During busy periods/holiday/unexpected absence or indeed wherever required, I look to assist in the broking appointments at Insurer offices and within Lloyd's of London. Ensuring technical knowledge is evident, management of individual relationships with underwriters and developing high levels of trust has been key in this role. These responsibilities continue to be combined with the day-to-day handling of individual accounts on the Renewal and New Business sides. This involves (as applicable) everything from the renewal invitation, to handling the risk once it is submitted, marketing the risk, formalising terms including the reasoning behind those which are afforded, client meetings, finalising cover, mid-term adjustments and any associated administration with each of the risks.

• New Business Manager - Construction IT & Miscellaneous

  • Mar 2016 - Nov 2017

  Management of the New Business book as well as the individuals within the Team. This was an exciting opportunity to continually evolve with the industry to identify new and growing areas. It also allowed for the continued development of skills in terms of team management and creating an empowering climate for individuals to operate within and push their personal development. As well as dealing with Insurer relationships and heightened responsibilities within the broking of risks, developing and mainatining relationships with our wholesale broker network was incredibly important to myself and MGB. Collating and interpreting the associated MI allowed an intrinsic insight into the business and how relationships could be managed. There was increased involvement with other departments and the day to day activities of the business as a whole. It also included a key role in terms of the development of a small book of Australian Professional Indemnity business. The continued developments within the Cyber market meant that this was one of the key development lines of business and appropriate resources were dedicated to the development of this line.This role was combined with the day to day role of handling the larger renewal cases on the Non-Financial Risks side of the business and dealing with/allocation of new business risks submitted to MGB via our wholesale broker network.

• Renewals Manager – Construction IT & Miscellaneous

  • Feb 2015 - Feb 2016

  Managed the individuals within the Team as well as the renewal book of business for the Construction IT & Miscellaneous Team. This involved team management skills and developing a positive and open culture within the group and the allocation of the renewals book. It also involved greater involvement and dealings with Insurers to manage relationships and the business with each Insurers dealing with the changes and developments within the industry, both in appetite and legislation.This was combined with my day to day duties of handling and renewing the larger renewal cases and working closely alongside my Director on the larger new business risks. This resulted in increased involvement in the broking of the risks to Underwriters.

• Account Handler

  • Mar 2014 - Feb 2015

  Professional Indemnity Insurance Account Handler dealing with a range of professions both financial (Accountants, Insurance Brokers, IFA's) and non-financial risks (Architects, D&C, Engineers, Surveyors, Tech, Miscellaneous). This was for both New Business and Renewals as well as Direct with clients and on a Wholesale basis via other brokers. The role involved the negotiation of terms and continued advices to clients and brokers in relation to Professional Indemnity placements and associated covers including the administrative duties.



Bar Professions Limited

• United Kingdom
• Food & Beverages

• Senior Account Handler

  • Feb 2012 - Feb 2014

  This role involved developing and managing my own book of business at a London Lloyds Broker. It was firstly achieved through a hugely successful solicitors campaign. This then provided the platform for me to become an established member of the fast growing Professional Indemnity Department handling a whole range of industries insurance for both new business and renewals. I have also carried out a number of subsidiary roles within the firm exposing me to Liability, Cyber, Office & Contents, Marine, Directors & Officers Insurance and Reinsurance. Key Activities Included: • Providing professional advice and support to clients • Creation and implementation of office systems for a new department • Establishing and developing new client, broker and insurer connections • Manage existing client relationships to ensure longevity • Act as an intermediary by managing insurer client relationships



Indemnity Risk Solutions LLP

• Insurance

• Team Leader

  • Jun 2011 - Dec 2011

  This role involved managing a team of temporary office staff in a Professional Indemnity Insurance company during their busiest period of the year. It entailed data input using a new program of computer software. It required leadership, team work and organisational skills as well as the ability to work under pressure. Key Activities Included: • Communicating with colleagues and clients via email, telecommunications and in person • Training members of staff • Creating training and reference guides for staff • Liaising with superiors and meetings with brokers • Delegation of overall work load

• Team Leader

  • Jun 2010 - Nov 2010
• Team Leader

  • Jun 2009 - Nov 2009
• Underwriting Assistant

  • Jun 2008 - Sep 2008

  This role involved working in a team of temporary office staff in a Professional Indemnity Insurance company during their busiest period of the year. I had to meet the targets set for the data entry I was carrying out and adhere to the systems in place. This required team work, computer skills and numerical capability. Key activities included: • Inputting the received data into the system • Email and telecommunications with brokers for outstanding information • Personally responsible for checking accuracy of documentation


Marks and Spencer
• United Kingdom
• Retail
• 700 & Above Employee
• Coach

  • Sep 2004 - Sep 2006