Susan Hall Cert CII (MP, ER) Lifetime Mortgage Adviser

Equity Release Adviser at Trusthouze
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Contact Information
us****@****om
(386) 825-5501
Location
Manchester Area, United Kingdom, UK

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Credentials

  • LinkedIn Learning Highlights: Sales
    LinkedIn
    Dec, 2019
    - Sep, 2024

Experience

  • Trusthouze
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Equity Release Adviser
      • Jun 2023 - Present
  • The Equity Release Experts
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Later Life Lending Specialist
      • Jun 2021 - Jun 2023
  • LV=
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Strategic Account Manager
      • Aug 2012 - May 2021

      For the last 9 years I have worked with some of the UKs largest insurance brokers providing exceptional customer service, delivering revenue and profit targets. Responsible for developing multi-level relationships, identifying and optimising proposition and growth opportunities. For the last 9 years I have worked with some of the UKs largest insurance brokers providing exceptional customer service, delivering revenue and profit targets. Responsible for developing multi-level relationships, identifying and optimising proposition and growth opportunities.

  • Highway Insurance
    • Insurance
    • 1 - 100 Employee
    • Regional Account Manager
      • Sep 2006 - Aug 2012

      Joined Highway to fulfil my ambition to undertake a Regional Account Management role. Responsible for managing and developing a panel of c400 regional brokers across the North of England. The role enabled me to develop my negotiation, influencing, relationship building, and sales skills. Joined Highway to fulfil my ambition to undertake a Regional Account Management role. Responsible for managing and developing a panel of c400 regional brokers across the North of England. The role enabled me to develop my negotiation, influencing, relationship building, and sales skills.

  • RSA
    • Switzerland
    • Construction
    • 1 - 100 Employee
    • Commercial Lines New Business Package Underwriter
      • Sep 2005 - Sep 2006

      Commercial Cross Class Underwriter responsible for underwriting large commercial risks, pricing and negotiating new and renewal business. I moved into this role to widen my experience of the GI market.

    • Relationship Account Manager
      • Nov 2002 - Sep 2005

      Moved into an Account Management role responsible for the maintenance of existing and development of new internal and external business relationships for a panel of niche motor accounts. Held responsibility for the leadership of a team of Development Underwriters.

    • Technical Underwriter Personal Lines
      • Dec 1997 - Nov 2002

      Based in RSA’s Personal Lines Motor Head Office where I developed my technical knowledge of a diverse motor portfolio. This involved various tasks ranging from a technical referral and decision making focal point to developing underwriting strategy and direction.

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