SENIOR SME ACCOUNT HANDLER who has gained 17 years industry experience. In last role, reviewed existing policies due for renewal and prepared presentations for clients and Insurers. Liaised with clients and prospects to commence to renewal and new business dealing with commission earnings from £500 to £2,500 following company procedures. Obtained terms and if required, sourced alternative quotations. Reviewed and scrutinised renewal terms and quotations, being a point of contact for Insurer enquiries. Updated policy systems in-line with management Information software. Advised clients and prospects, making recommendations for insurance using own initiatives, own judgement, experience in trading and negotiation and self-taught style. Scoped out and built a pipeline of prospective clients and offered support, advices and ideas for the New Business sales team. Cross-sold products and services on all existing clients as recommended by the company. Seeking a new role in insurance. IMMEDIATELY AVAILABLE.
Educated to a good standard.
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