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ASSISTANT ACCOUNTANT who has gained extensive accounts experience within the insurance industry spanning over 40 years. Experience has included providing full credit control duties for both Commercial and Personal Lines clients within laid down timescales, including the issue of statements and invoices, diary, chase by telephone or email, resolution of queries.
COMMERCIAL ACCOUNT HANDLER with 8 years general insurance experience gained within broking and insurer environments. Currently handling a book of business with 20-30 policies per month with premiums ranging from £500 to in excess of £50,000.
CORPORATE BROKER with 7 years general insurance experience gained within a broking environment. Currently handling cross class commercial business c£100k GWP, working with Account Executives on renewal strategies and negotiations, mid-term adjustments etc.
PROFESSIONAL INDEMNITY NEW BUSINESS BROKER responsible for achieving monthly sales targets and maintaining commercial client accounts - generating and converting leads, providing advice and taking payments. Well-organised and methodical with well-honed people skills, is able to prioritise tasks effectively and efficiently, work on initiative and as part of a team to achieve deadlines and goals.
COMMERCIAL ACCOUNT HANDLER - role in commercial insurance broking has evolved naturally over the past 25 years and has been involved in the day-to-day aspects of the position ranging from the basic queries through to the more complex. Handled most types of clients both in the manufacturing/industrial sectors, and also the professions.
COMMERCIAL SCHEMES ACCOUNT HANDLER responsible for liaising with clients (inbound/outbound calls), providing business insurance information, taking quote details and inputting same onto the computer system, selling insurance, creating policy documents and other administration duties. Consistently achieved/exceeded sales targets.
CORPORATE ACCOUNT HANDLER with over 7 years’ general insurance experience gained within broking environments. Currently responsible for preparing broking submissions and attends new and existing business meetings.
COMMERCIAL HANDLER/BROKER with 6 years’ experience gained in the insurance sector and prior to this spent over 2 years within bancassurance. Currently responsible for the handling, management and placement of a varying range of commercial and corporate business.
TRADING UNDERWRITING TEAM LEADER with extensive general insurance experience gained within an insurer, MGA and broker environment. Has solid knowledge of underwriting commercial accounts for a cross section of trades.
HIGHLY EXPERIENCED SENIOR TRADING UNDERWRITER/ACCOUNT HANDLER who has gained in excess of 28 years industry experience. Has excellent technical underwriting skills in all major commercial classes and has had a successful career with major insurers.