Experience

Financial & Legal Insurance Company Limited

• United Kingdom
• Insurance
• 1 - 100 Employee

• Delegated Authority Manager

  • Jan 2021 - Present



UK General Insurance

• United Kingdom
• Insurance
• 1 - 100 Employee

• Delegated Authority Oversight Manager

  • May 2017 - Sep 2020

  Responsible for a small team, ensuring that UKG’s clients were selling insurance products in accordance with the delegated authority granted to them by the company.• Instrumental in the design of the oversight strategy used to determine a risk tiering for UKG’s 60+ clients and subsequent approach to oversight.• Worked with clients to resolve issues arising from oversight programme and audits.• Designed and produced regular MI packs to provide visibility of high-risk areas.• Key figure in the operational management of the insurer relationship covering the delegated authority granted to UKG.

• Head of Products

  • May 2015 - May 2017

  Responsible for a small team of Product Managers, with responsibility for the financial performance, regulatory compliance and customer-suitability of UK General’s 60+ insurance products.• Undertook product assessments, considering areas such as conduct risk, research & development, distribution chains and customer types• Responsible for the granting and management of underwriting licences within the underwriting team.• Worked closely with other teams, including Risk Management and Compliance, Supply Chain Management and Claims to ensure products and schemes are agreed in line with procedures.

• Head of Underwriting

  • Apr 2014 - May 2015

  Management of a team of underwriters, with responsibility for pricing and agreeing bespoke scheme arrangements with clients.• Shared management of a team looking after 500+ insurance schemes, including contractual agreements, rating and profitability.

• Product Manager

  • Apr 2012 - Apr 2014

  Oversight of the product design and financial performance for travel and event insurance, working closely with the underwriting team.

• Travel Underwriter

  • Jun 2008 - Apr 2012

  Managing the performance of the company's outsourced travel and event insurance schemes.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Deputy Manager – Customer Relationship Marketing

  • Jun 2005 - Jun 2008

  Responsible for developing home insurance retention strategies, together with increasing both up and cross sell penetration rates.

• Sales Coach

  • Nov 2004 - Jun 2005

  Management and development of home insurance sales staff



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Process Coach

  • Jun 1992 - Nov 2004

  Part of a team of four with special responsibility for improving the service skills and sales performance of 120 staff Part of a team of four with special responsibility for improving the service skills and sales performance of 120 staff