Experience

CBC Partnership

• Insurance
• 1 - 100 Employee

• Director

  • Apr 2017 - Present

  Managing the Binding Authority team• Placement and management of Binding Authorities for CBC and Third Parties. Handling new business and renewals including Atlas Compliance, Lloyd’s Coverholder Approvals, Branch Applications, slip preparation and endorsements.• Providing risk data and premium payment to Underwriters.• Liaising with Underwriters, Coverholders, Lloyd’s and Managing Agent DUA teams.• Attending Corporate Governance meetings and co-ordinating action where required.• Production and analysis of management information.• Co-ordination of Lloyd’s Coverholder audits.



Dashwood Brewer & Phipps

• United Kingdom
• Insurance
• 1 - 100 Employee

• Senior Insurance Technician

  • Aug 2006 - Mar 2017

  Running and maintaining the UK business in respect of binders and lineslips on variety of classes to include Property, Liability, CAR, Travel, PA, Media, PI, D&O and Terrorism, to name a few. • setting up new treaties and renewal treaties, variety of classes and territories, but dominantly USA and run off business for Middle East, Caribbean and Latin America, as well as dealing with the complex Open Market or Facultative Reinsurance in Worldwide territories.• Works closely with clients, underwriters and brokers to determine the needs of the placement and keeping in touch throughout the contract life and aiding with claims.• Producing the necessary documentation MRC (slip, binder, lineslip, treaty) to reflect the placement needs and requirements, whilst making sure that all compliance and regulatory requirements are adhered to it.• Checking through bordereau(x) submitted and summarising information • Entering information on the Eclipse system to produce evidence of cover, debit note, credit note, closing, LPAN and treaty statements.• Sending documentation and payment into A&S and responding to any queries that are raised.• Monitoring PPW and PPC • Entering Loss Funds, Bordereau and Individual Claims on Eclipse System and ECF, responding to claim queries raised and settling claims to the relevant parties.• Helping with the development and training of junior technicians, enabling them to manage workload, priorities and understand the basic of insurance and responding to any questions raised.• Communicating and reporting to Producing Brokers, Managers, Directors, Board of Directors, Compliance and Security Committee, where necessary.• Supporting and helping other Technicians and Producing Brokers.



Heath Lambert

• Insurance Technician

  • Jun 2000 - Aug 2006

  Working within the Major Accounts department, dealing with global risks for all classes of business.Supervising a small team and training new members of staff.Helping and advising other technical departments with in the company.Managing own workload and that of other members within the team in order to comply with Divisional and Group standards and timescale.Maintain an audit trial of all incoming and outgoing work.Producing Insured documentation;Evidence of CoverDebit/Credit NoteClosingsLpansRegistersPremium processing stage 1 and 2.Monitoring and updating policy reports and chasing for company policies and checking policies.Liaison with account handlers, brokers, client, finance and Underwriters.Compliance and monitoring of Payment Terms especially Premium Payment Warranties.Entering and keeping an updated report on Fee's processed with the Major Accounts department and kissing with internal departments and external companies regarding shared brokerage.Systems used: Iris, Eric, Vision, Insurance Portal, A&S, Crystal



TotalEnergies

• France
• Oil and Gas
• 700 & Above Employee

• Relief Manager

  • Jun 1999 - Jun 2000

  Travelling around stores in the Berkshire and Wiltshire area, taking over the managers store on their days off and covering holiday.Duties involved;invoicingEntering fuel ordersEntering stock orders Travelling around stores in the Berkshire and Wiltshire area, taking over the managers store on their days off and covering holiday.Duties involved;invoicingEntering fuel ordersEntering stock orders