Experience

Provenance Insurance Brokers

• United Kingdom
• Insurance
• 1 - 100 Employee

• Private Clients Account Executive

  • Jul 2018 - Present

  Provenance has extensive experience working with High Net Worth individuals who value a discrete & personal service. We are confident that we can demonstrate excellence, trust & value in our services, and work with our clients to ensure the appropriate level of cover for their prized possessions and the things they love. As a wholly independent and owner managed business, we have access to the entire market. We are not tied to any insurance companies, which means we can give our clients… Show more Provenance has extensive experience working with High Net Worth individuals who value a discrete & personal service. We are confident that we can demonstrate excellence, trust & value in our services, and work with our clients to ensure the appropriate level of cover for their prized possessions and the things they love. As a wholly independent and owner managed business, we have access to the entire market. We are not tied to any insurance companies, which means we can give our clients the highest standard of advice and select the very best product for them. With a single point of contact, we make the solution to others' insurance needs simple and effective. Show less Provenance has extensive experience working with High Net Worth individuals who value a discrete & personal service. We are confident that we can demonstrate excellence, trust & value in our services, and work with our clients to ensure the appropriate level of cover for their prized possessions and the things they love. As a wholly independent and owner managed business, we have access to the entire market. We are not tied to any insurance companies, which means we can give our clients… Show more Provenance has extensive experience working with High Net Worth individuals who value a discrete & personal service. We are confident that we can demonstrate excellence, trust & value in our services, and work with our clients to ensure the appropriate level of cover for their prized possessions and the things they love. As a wholly independent and owner managed business, we have access to the entire market. We are not tied to any insurance companies, which means we can give our clients the highest standard of advice and select the very best product for them. With a single point of contact, we make the solution to others' insurance needs simple and effective. Show less



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior HNW Relationship Manager

  • Sep 2015 - Aug 2017

  Managing a dedicated team of 5 high-net-worth Client Managers within the Wealth Protection team. Responsible for their delivery towards a high retention rate (92%) and growth of the business unit by way of recognising gaps in cover and uplift opportunities. - book of clients c.50 with complex insurance needs - team each handled c.350 clients - all elements of daily management conducted (1:1's, coaching, capabilities, reviews, development) - client visits and report production on… Show more Managing a dedicated team of 5 high-net-worth Client Managers within the Wealth Protection team. Responsible for their delivery towards a high retention rate (92%) and growth of the business unit by way of recognising gaps in cover and uplift opportunities. - book of clients c.50 with complex insurance needs - team each handled c.350 clients - all elements of daily management conducted (1:1's, coaching, capabilities, reviews, development) - client visits and report production on larger accounts - direct report of daily MI into proposition head - market awareness kept current and on trend

• HNW Relationship Manager

  • Sep 2012 - Sep 2015

  Relationship manager within Wealth Protection division. Responsible for growth and retention of HNW & UHNW portfolios by way of proactively managing needs and identifying requirements. C.380 clients - Contribute to the business unit’s profitable growth by identifying opportunities to develop the client portfolio to achieve or exceed budgeted income. - Develop a deep understanding of client needs and the market to add value to clients and provide excellent service in… Show more Relationship manager within Wealth Protection division. Responsible for growth and retention of HNW & UHNW portfolios by way of proactively managing needs and identifying requirements. C.380 clients - Contribute to the business unit’s profitable growth by identifying opportunities to develop the client portfolio to achieve or exceed budgeted income. - Develop a deep understanding of client needs and the market to add value to clients and provide excellent service in accordance with FSA regulations. - Advised sales Client Manager - Client visits conducted and reports produced based on bespoke demands and needs. Advised provided on product suitability to conclude - Underwriting capability on a delegated authority basis (household only to combined sum insured of £9.5million)



Zurich North America

• United States
• Insurance
• 700 & Above Employee

• Senior Claims Handler

  • Apr 2006 - Sep 2012

  - Responsible for proactively handling losses between £25,000 - £100,000 for corporate clientele - Grow and maintain relationships with internal and external stakeholders - Maintain compliance with regulations - Dealing with various classes of insurance - CII champion for c. 50 personnel - Responsible for proactively handling losses between £25,000 - £100,000 for corporate clientele - Grow and maintain relationships with internal and external stakeholders - Maintain compliance with regulations - Dealing with various classes of insurance - CII champion for c. 50 personnel