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COMMERCIAL UNDERWRITER with 21 years experience gained within general insurance and financial services sectors. Experienced in both general insurance and financial services products for both commercial and personal lines schemes which have included motor, commercial vehicle and agricultural vehicles.
ACCOUNT HANDLER with 12 years general insurance experience gained within broker environments. Initially experienced in handling personal lines risks before progressing into non-standard domestic risks and latterly high net worth property.
COMMERCIAL BROKER with 7 years general insurance experience gained handling wheels based insurance including motor trade specialising in the motor sport industry. Experienced in retaining existing clients, gaining new business quotations and undertaking mid-term adjustments for motor trade, commercial combined, personal accident, storage and transit.
COMMERCIAL ACCOUNT HANDLER/EXECUTIVE who has gained 27 years’ experience within the insurance industry. Currently working in a hybrid role where for the new business part, cold calls and makes own appointments with a success rate of 1 in 3.
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.