William Roffey
Account Executive at Alan Boswell Group- Claim this Profile
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Experience
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Alan Boswell Group
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United Kingdom
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Insurance
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100 - 200 Employee
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Account Executive
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Jan 2023 - Present
Norwich, England, United Kingdom
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Pen Underwriting UK
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United Kingdom
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Insurance
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200 - 300 Employee
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Business Development Manager - East Anglia
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Oct 2019 - Jan 2023
East Anglia Relationship management between Pen Underwriting UK and a panel of insurance brokers throughout East Anglia who support the great range of Pen Underwriting products.
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Towergate Insurance
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Insurance
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700 & Above Employee
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Development Executive
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Sep 2015 - Oct 2019
Norwich, United Kingdom My job is to understand my Client’s business and their approach to insurance and risk management and to design and administer insurance solutions for the protection of their material assets and liabilities. I look to offer and present insurance solutions including insurance policies and other risk management solutions in order to benefit my client's to insure that they can carry out their business activities as effectively as possible. I am available to visit clients at… Show more My job is to understand my Client’s business and their approach to insurance and risk management and to design and administer insurance solutions for the protection of their material assets and liabilities. I look to offer and present insurance solutions including insurance policies and other risk management solutions in order to benefit my client's to insure that they can carry out their business activities as effectively as possible. I am available to visit clients at convenient times for them to help cause minimal disruption on their workings and I hope to provide them with my knowledge and experience to ensure they are satisfied with their insurance solution and are happy moving forwards for years to come. Show less
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NFU Mutual
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United Kingdom
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Insurance
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700 & Above Employee
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Locum Agent
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Jan 2015 - Sep 2015
Norwich, Norfolk, United Kingdom • To support the Agency network by providing cover for the unexpected departure or absence of Commissioned and Salaried Agents. • To personally sell NFU Mutual Insurance general insurance products and introduce Financial Services, Risk Management and Finance products and services in a compliant and customer focused manner. • To manage the business unit in respect of Retention of existing business, Internal & Regulatory Processes, Sales & Productivity, Staff personal performance &… Show more • To support the Agency network by providing cover for the unexpected departure or absence of Commissioned and Salaried Agents. • To personally sell NFU Mutual Insurance general insurance products and introduce Financial Services, Risk Management and Finance products and services in a compliant and customer focused manner. • To manage the business unit in respect of Retention of existing business, Internal & Regulatory Processes, Sales & Productivity, Staff personal performance & development where appropriate FSA compliance • Training and Competence of staff members
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Account Manager
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Jan 2014 - Dec 2014
Swaffham To attain new General Insurance, Financial Service and Risk Management Services accounts for the agency and maintain these accounts throughout the year to ensure their smooth running and overall satisfaction with the NFU Mutual. This is in order to attain growth and customer satisfaction targets.
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Trainee Sales Consultant
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Jan 2011 - Jan 2014
Norwich, United Kingdom A 3 year training programme incorporating 12 months in a regional underwriting department, 6 months in a regional claims department, 6 months within an external agency and 12 months learning on the job as a sales consultant. The final period incorporated managing and assisting 6 agencies with all their targets as well as their compliance needs with the view of hitting the overall regional target with my main focus primarily to support acquisition of new business. Throughout my training period I… Show more A 3 year training programme incorporating 12 months in a regional underwriting department, 6 months in a regional claims department, 6 months within an external agency and 12 months learning on the job as a sales consultant. The final period incorporated managing and assisting 6 agencies with all their targets as well as their compliance needs with the view of hitting the overall regional target with my main focus primarily to support acquisition of new business. Throughout my training period I also worked towards attaining the Advanced Diploma in Insurance (ACII) which I acheived in 2 and a half years.
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Fast Web Media
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United Kingdom
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IT Services and IT Consulting
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University Placement
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Jan 2010 - Apr 2010
Manchester Worked closely with an Account Manager at the organisation to get a full rounded view of their job as well as undertaking a review of the organisational culture of the business for my dissertation. Aided the Account Manager on key accounts such as the Football League and the Daily Mail. Also was key in the organisation and set up of their Soccerex stand.
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Education
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The University of Manchester
Bachelor's Degree, Management and Leisure -
CII New Generation 2016-2017