Experience

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  ToHealth Ltd.

  • United Kingdom
  • Wellness and Fitness Services
  • 1 - 100 Employee

  • Senior Account Director

    • Jan 2024 - Present

  • Client Relationship Manager

    • Mar 2023 - Present

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  AXA Health

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Client Relationship Manager

    • Aug 2012 - Mar 2023

    Managing, retaining and developing a portfolio of between 45 and 50 corporate clients with significant healthcare schemes, contributing to profitable growth and the achievement of the sales and marketing strategy and objectivesDevising annual and longer term strategic account plansDelivering retention and development sales results across the range of products and services as set out in the AOP and sales plansLiaising with corporate client organisations and AXA PPP, as well as with associated Intermediaries in order to maximise retention rates and sell additional products and servicesIdentifying opportunities for further product and service sales including health insurances, health services, personal and international salesCo-ordinating relevant specialists and departments as required, to carry out further needs analysis, present relevant high quality tailored proposals, lead negotiations and win new business Analysing competitor activity and maintaining up to date knowledge of trends in corporate employee benefits and healthcare marketplacesProviding and sharing ongoing customer, intermediary and market feedback with team members and the wider business, to shape ongoing proposition developmentsEnsuring compliance with FSA, Data Protection and Medical Confidentiality regulations Building and maintaining strong working relationships across the wider businessKey Achievements: Won tender for a well know Oil & Gas company to provide wellbeing services generating an income of £300K over a 3 year period Played a crucial part within the project team, enhancing the customer journey by moving from a paper based model to a digital based platform

  • Internal Account Manager

    • Aug 2011 - Aug 2014

    Held responsibility for a portfolio of clients consisting of EAP (Employee Assistance Programme), Occupational Health and wellbeing ServicesPromoted retention, expansion and renewal of contracts direct with clients and also through intermediariesDealt with all complaints in a professional manner, ensuring client focused solutions were provided or issues escalated when requiredMaintained an up to date product knowledge and analysed market trends Identified opportunities to introduce other AXA products to clientsAttended external client meetings when required to discuss the range of products and services AXA PPP Healthcare offerPrepared external presentations and awareness days for employees of major organisationsUndertook general administrative duties as requiredKey Achievements:Launched a successful new counselling service to the client base, which helped address the needs of their employee wellbeing and mental health

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  National Australia Bank

  • Glasgow, United Kingdom

  • Business Manager

    • Jun 2010 - Jul 2011
    • Glasgow, United Kingdom

    • Good organisational and administrative skills• Can build relationships both internally and externally easily• A real focus on meeting the needs of our customer’s.• Focused on accurate and timely completion of tasks• Sound knowledge of the Bank’s policies and procedures.• Awareness of risk management policies and procedures• Strong Team player• Self-motivation and a track record of achieving and prioritizing• Good knowledge of our business products & services• Ability to understand & interpret financial statements• Strong analytical skills including, knowledge of lending & security procedures for business banking transaction.

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  Santander

  • Glasgow, United Kingdom

  • Telephone Business Development Manager

    • Aug 2009 - May 2010
    • Glasgow, United Kingdom

    • Achieve Sales targets in a professional manner and in conjunction with ID sales management guidelines and principles• Follow Sales process and procedures• Ability to identify opportunities to make cross sales and raise the customers awareness of additional products and services to their mortgage• Exhibits Highly Professional telephony behaviours• Follow all sales management tasks and activities required of the role • Support Team colleagues• Proactively work with Team Leaders and business managers to add value to the teams business• Excellent customer service skills and the ability to develop long term relationships with customers• Excellent communication skills, verbal and written, and developing these in both a telephone and face-to-face environment• Working knowledge of the mortgage process within the organisation and knowledge of Insurance and protection products • Make sure that the company is complying to FSA rules & regulations • Treating Customers Fairly

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  AIG Life

  • Glasgow

  • AIG Life - Regional Investment Consultant

    • May 2008 - Jul 2009
    • Glasgow

    • Providing sales support to team of 4 (3 account managers and the Divisional Manager) • Look after a panel of IFA’s to make sure they were provided with excellent customer service and build relationships• Advise IFA’s of products and services the company had to offer• Advise IFA’s of any new funds which came on panel and keep them updated with fund fact sheets• Produce quotes for IFA’s in order to provide their clients of where they could Invest their monies within Investment funds, pensions and annuity • Excellent knowledge of the Investment Fund guide and know which funds had the biggest risk• Provide Projections for pensions • Dealing with new business and commission queries • Deal with Offshore funds and advise brokers of any changes • Deal with IFA’s requests who were looking to place their clients within certain Trusts

• 

  Mortgages plc

  • Glasgow

  • Intermediary Sales Consultant

    • Jun 2006 - Feb 2008
    • Glasgow

    • Increase the amount of Broker direct cases received by the company in Line with departmental and individual targets by building and maintain relations over the telephone• Provide Decision in Principle to Introducers and ensure these are followed through to application submission• To make initial contact and develop relationships with new and existing brokers • To provide ongoing support to introducers, primarily by supplying product information, criteria and rates• Outbound calls to brokers from business development in line with departmental targets • Action Decisions in Principle • Answer Inbound calls from Introducers on criteria and products • Provide first line support to intermediaries experiencing problems • Produce Key Facts Illustration and provide to brokers • Support and work with Field based sales team in order to achieve the company’s overall broker direct sales target