Experience

Advantage Risk Solutions Limited

• United Kingdom
• Insurance
• 1 - 100 Employee

• Director

  • Jun 2014 - Present

  In addition to the overall operational management of the business, key areas of responsibility include: • Role model for client engagement, ensuring client expectations are continuously met or exceeded • Promoting appreciation of "treating customers fairly" and understanding of the "customer experience" • Development and delivery of bespoke risk management solutions and loss mitigation strategies • Effective communication of the strategy of the business, translating it into focused objectives • Ability to collaborate and inspire, developing partnerships with clients and business associates • Driving innovation and development of our brand, creating a refreshing approach to insurance, risk and claims management services • Embedding a culture of customer centricity and excellence in client service • Facilitation, identification and implementation of procedures, controls and changes to ensure compliance requirements are adhered to



Aston Scott

• United Kingdom
• Insurance
• 1 - 100 Employee

• Director

  • Mar 2005 - May 2014

  Responsible for the implementation of the Group strategy within the Branch to achieve set revenue goals, together with the management of a team of client advisors, which included their personal development, performance and compliance. Key responsibilities: • Leading account executives responsible for developing and retaining clients • Personal management of business and personal account portfolio • Driving relationship management, new business and client retention individually and branch wide • Winning, and developing new business clients • Portfolio growth via networking and gaining referrals from existing clients • Building network via professional introduction agreements with banks, financial advisers, solicitors and other organisations • Financial reporting including budgeting, forecasting and tracking performance against plan



Graham Brown Insurance Brokers Ltd

• Guildford, United Kingdom

• Account Executive

  • Feb 2000 - Mar 2005

  Working within a highly-skilled team of Client Advisors and Executives, I was involved in placing and managing property & casualty insurance programmes for UK SME businesses and Not for Profit organisations Key responsibilities: • Acting as a focal point for the overall client relationship • Identifying client’s risk profile, insurance needs and objectives • Leading risk identification process • Leading programme design activities • Conducting insurer negotiations • Managing, reviewing and interpreting data • Controlling the resolution of complex client queries relating to changes in cover and risk profile • Reviewing Indemnity and Insurance contract clauses



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Underwriter

  • May 1996 - Jan 2000

  Responsible for underwriting risks in accordance with the company strategy within agreed authority levels and developing strong relationships with new and existing broker partners. Key responsibilities: • Assessing and underwriting a range of commercial risks for new business and renewals • Managing midterm adjustments, queries and changes to risks • Establishing and maintaining strong relationships with a portfolio of key broker partners • New product and process development Responsible for underwriting risks in accordance with the company strategy within agreed authority levels and developing strong relationships with new and existing broker partners. Key responsibilities: • Assessing and underwriting a range of commercial risks for new business and renewals • Managing midterm adjustments, queries and changes to risks • Establishing and maintaining strong relationships with a portfolio of key broker partners • New product and process development