Patrick Lomas Cert CII

Commercial Sales Manager at JB Brokers Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Credentials

  • Cert CII
    Chartered Insurance Institute
    Sep, 2017
    - Oct, 2024

Experience

  • JB Brokers Ltd
    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Commercial Sales Manager
      • Dec 2021 - Present

      Heading up the Commercial (Non-Motor) Broking arm of JB Brokers, my role is to oversee everything that falls under this side of the business. My responsibilities include: developing a portfolio of commercial clients and managing a team of Account Executives. I also assist with insurer relations and arranging new agencies that will further help the business grow

    • Commercial Account Executive
      • May 2021 - Dec 2021

      I came onboard with JB Brokers to assist with the setup of their new non-motor division. This was not something JB had ever been able to offer their clients before as they solely focused on motor business only. Within the first couple of months this role caught a lot of traction, and we were able to expand and start looking for more account executives

  • The County Group
    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Commercial Account Executive
      • Nov 2018 - Jan 2021

      As a Commercial Account Executive my main responsibility was to manage the existing client portfolio alongside the Branch Director. We were responsible for a portfolio of circa £1m GWP and we worked together to ensure a high customer retention matched with expert advice and market placement. As a Commercial Account Executive my main responsibility was to manage the existing client portfolio alongside the Branch Director. We were responsible for a portfolio of circa £1m GWP and we worked together to ensure a high customer retention matched with expert advice and market placement.

  • NFU Mutual
    • United Kingdom
    • Insurance
    • 700 & Above Employee
    • Commercial Account Executive
      • Aug 2018 - Nov 2018

      As a Commercial Account Executive I am here to assist any business that are looking for a quote on their business insurance, fleet insurance, motor trade & farm insurance.

    • Commercial Account Handler
      • Oct 2017 - Aug 2018

      I worked alongside the partners to assist them with their commercial and farming clients. I would attend renewal reviews, process policy changes and assist with any claims processing. I also became the primary point of contact for any High Net Worth individual looking for someone they could trust. We had products that could cover high value properties, high value vehicles, jewellery and pieces of art.

    • Customer Service Advisor
      • Nov 2016 - Oct 2017

      Customer Service Advisor licensed in Motor, Personal & Equine. Based in the Chester & Maelor Agency. I was able to help clients with all new business quotes and policy amendments.

    • Apprentice Customer Service Advisor
      • Nov 2015 - Nov 2016

      As a apprentice customer service advisor it is my role to help our customers with the day to day amendments to their home and car insurance. I can also assist new customers with quotes when their renewals come due.

Education

  • Chartered Insurance Institute
    Certificate, Insurance
    2016 - 2017
  • Kaplan Professional
    Level 3 Apprenticeship - Providing Financial Services
    2015 - 2016

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