HNW SPECIALIST & LIFE BUSINESS CO-ORDINATOR who has gained over 2 years industry experience within a leading provider of insurance, investments and pensions. Currently handles the personal insurance accounts of mass-affluent clients and assists in the provision of the company’s other services. As these personal insurances are often linked with commercial businesses, handles accounts in excess of £100k premium, through a range of sectors such as agriculture, manufacture & wholesale and large estates. Leads the marketing and sales campaigns for the aforementioned services in the office. Also deals with all motor, personal and commercial policies, through visiting clients and via the telephone. Seeking to work within an employer providing an environment where the emphasis is on quality and building long standing relations with customers.
Educated to a good standard.
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