Experience

The Channel Partnership

• United Kingdom
• Insurance
• 1 - 100 Employee

• Executive Director

  • Aug 2022 - Present

• Director

  • Aug 2013 - Jul 2022

• Assistant Director

  • Aug 2008 - Jul 2013

  In addition to the below:• Overall management of the Account Executive team• Setting realistic and achievable annual targets for the team• Co-production of the LDPA annual business plan• Recruitment within the team, including induction plans and implementation• Quarterly reviews and annual appraisals• Training and development for team members• Monitor and production of monthly and year to date renewal figures and review against team and company targets

• Account Executive

  • Jun 2003 - Jul 2008

  • Managing a portfolio of clients with a premium income of c.£2.5m and identifying revenue development opportunities• Working to and achieving annual company targets• Building relationships with key decision makers, being client focused and ensuring I have a sound understanding of the clients business and their needs• Account Maintenance – ensuring that service is delivered to the agreed standards, to include policy inception meetings, mid-term service meetings and renewal meetings to present the relevant terms for the forthcoming policy period• Contract negotiations with underwriters to include terms and conditions of policy placements, obtaining written quotes and handling insurer queries and requests for information. Required for all policy renewals, mid-term adjustments and policy extensions• Market Relationship Management – Creating, maintaining and managing long-term business relationships with underwriters to enhance service delivery • Preparation of technical reports and renewal summaries compliant with FCA regulations• Work produced to a high standard ensuring that Insurance placement files are maintained and that the information is accurate, complete and up to date• Proactively manage a team workload and service delivery, always taking appropriate action to improve service standards and delivery• Market Advice – Provide advice to clients and colleagues on market developments and share knowledge of market trends Show less



Bristol & West

• Financial Services
• 1 - 100 Employee

• Mortgage Case Manager

  • Mar 2001 - Jun 2003

  Mortgage Case Manager within a specialist department dealing with a portfolio of Adverse and Self-certification mortgages, from application to completion. Mortgage Case Manager within a specialist department dealing with a portfolio of Adverse and Self-certification mortgages, from application to completion.



AXA

• Italy
• Glass, Ceramics and Concrete Manufacturing
• 1 - 100 Employee

• Case Manager

  • Jul 1999 - Feb 2001

  Case Manager within the Customer Service team for existing life assurance policies. Case Manager within the Customer Service team for existing life assurance policies.