Senior Employee Benefits New Business Consultant

• Jan 2023 - Present

New Business Employee Benefits Consultant for Scotland and Northern Ireland. Specialising in benefit design for new and existing employee benefits in the SME sector.

Client Relationship Manager

• Mar 2020 - Dec 2022

Managing a large portfolio of SME clients on both Group Risk and Healthcare benefits along with generating a new business pipeline and developing new business opportunities through existing clients and leads generated internally and externally.Professional Qualifications, CF1, GR1, IF7 & IF1 -Cert CII Health & Protection

Client Relationship Manager

• Nov 2018 - Mar 2020

Consultant

• Mar 2018 - Nov 2018

I am a Group Risk & Healthcare Consultant within the SME team. Currently leading a team of 3 Associate Consultants where we are responsible for managing, retaining and developing a portfolio of approx 500 schemes. I am involved in developing new business and JLT’s SME proposition. I provide assistance and guidance to both clients and members of my team in relation to both Group Risk and Healthcare arrangements ensuring timely delivery of service for our book of clients.

Associate Consultant

• Mar 2017 - Apr 2018

To personally own a portfolio of around 60 SME group risk & healthcare clients. To manage all aspects of the client relationship including annual consultancy, completing all renewals by ensuring client benefits are reviewed, renewal proposals are prepared, terms are received from the insurers and competitor quotations are requested as required. To carry out insurer negotiations and prepare market reports for submission to the client and to carry out face to face meetings with clients and also supporting Client Relationship Managers where applicable. To build and maintain strong working relationships with both clients and insurers and to assist in developing and increasing the portfolio of accounts together with increasing its profitability. To work with new business opportunities, review benefits, prepare and present tenders to ensure clients end up with the best benefits package to suit their needs. Professional Qualifications, CF1, GR1, IF7 & IF1 -Cert CII Health & Protection

Team Leader

• Oct 2014 - Mar 2017

Managed a team of 8 account executives along with a portfolio of around 20 clients. All dealing with both online flex clients and offline clients. Completing 1:1’s and annual appraisals along with any work related issues and supporting team with work management.

Senior Account Executive

• Aug 2006 - Oct 2014

To personally own a portfolio of around 50 high value group risk & healthcare clients and to assist in the management of group risk renewals by ensuring client benefits are reviewed, renewal proposals are prepared, terms are received from the insurers and competitor quotations are requested as required. To carry out insurer negotiations and prepare market reports for submission to the client and to carry out face to face meetings with clients and also supporting External Consultants and Client Relationship Managers where applicable. To build and maintain strong working relationships with both clients and insurers and to assist in developing and increasing the portfolio of accounts together with increasing its profitability. All whilst operating in a TCF manner at all times. Account Manage a book of key clients which do not fit into External Consultant team, which includes reviewing all products and developing opportunities for promoting and securing existing and additional lines of business. Professional Qualifications, CF1, GR1, IF7 & IF1 -Cert CII Health & Protection

Pensions Administrator

• Jul 2004 - Aug 2006

To personally own a portfolio of Pension and Group Risk clients, to assist in the management of new entrants and renewals by ensuring client benefits are reviewed, renewal proposals are prepared, terms are received from the insurers and competitor quotations are requested as required. To manage a demanding portfolio of high net worth clients for individual investments, which included ensuring investments were placed and paperwork updated in a timely manner. To personally own a portfolio of Pension and Group Risk clients, to assist in the management of new entrants and renewals by ensuring client benefits are reviewed, renewal proposals are prepared, terms are received from the insurers and competitor quotations are requested as required. To manage a demanding portfolio of high net worth clients for individual investments, which included ensuring investments were placed and paperwork updated in a timely manner.

Pensions Administrator

• Jul 2000 - Jul 2004