Stephen Duffin Dip CII

Stephen Duffin Dip CII

Senior Sales Executive

Followers of Stephen Duffin Dip CII1000 followers
location of Stephen Duffin Dip CIIHarlow, England, United Kingdom

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  • Timeline

  • About me

    Specialist in Schemes and Delegated Underwriting Authority

  • Education

    • Oakliegh Training and Development

      2004 - 2004
      NVQ Level 3 in Customer Services Customer Service Pass

      Advance Modern Apprenticeship in Customer Service (NVQ Level 3). The course required written coursework to be submitted, real life examples or events and included monitoring in my work environment to assess the standard of my abilities.

    • Warlingham 6th Form

      2000 - 2001
      GNVQ Level 2 Business Studies with I.T & Mature English Pass

      Activities and Societies: Volunteered at a Youth Club Business Studies with IT GNVQ Level 2Mature English

    • Warlingham Secondary School

      1995 - 2000
      GCSE's Maths, Double award Science, Business Studies, Humanities, Drama

      Activities and Societies: Choir and All Saints Church Youth Club MathematicsScience (Double Award)English (Literature and Language)Business Studies with ITHumanitiesDramaReligious EducationFrench

    • Chartered Insurance Institute

      -
      Diploma in Insurance Insurance

      Technical and supervisory qualification for insurance staff

  • Experience

    • Swinton Insurance

      Mar 2008 - Apr 2011
      Senior Sales Executive

      This was my first role in the insurance industry, and during my time at Swinton, I worked primarily in branches while also contributing to two Company Projects for the Business Change Team. I was assigned to a branch to help improve performance and was nominated to champion the New Sales Process (NSP) following Swinton’s transition to a non-advised service. I traveled to various branches, providing coaching to Sales Executives. I collaborated closely with the Business Change team and played a key role in a project to monitor, evaluate, and report on existing processes, as well as assist in strategizing new solutions and driving business improvements. Show less

    • Quotax Insurance

      May 2011 - Jul 2014
      Renewals Manager

      I thrived in this role, successfully increasing renewal retention from 82% to over 90%, despite a hardening taxi market and a subsequent 40% rise in minimum premiums. I boosted earnings by introducing fees and reducing commission discounts. My focus was on maximizing opportunities, and I also developed, managed, and promoted both internal and external sales campaigns, driving significant growth.I enhanced efficiency by streamlining existing processes and creating new documentation that reduced processing time. I was also responsible for generating quotations under DUA and obtaining quotes from insurers. Additional responsibilities included performance management, data analysis, and interpretation to foster continuous improvement. Show less

    • Morton Michel Insurance

      Jul 2014 - Nov 2018
      Deputy Customer Service Manager

      I progressed from an Account Handler to Deputy Manager, leading a team of 7. In this role, I provided both strategic direction and hands-on, day-to-day management. I directly managed a team of Account Handlers and other professionals, focusing on training and upskilling to support their professional development. I held one of the highest underwriting authority levels under the company’s DUA, second only to the Directors.I played a key role in several projects, including increasing GWP, conducting gap analysis, and driving upselling and cross-selling efforts with clients. Throughout my time in this role, I facilitated strong cross-divisional communication by acting as a key referral point. Show less

    • Darwin Clayton (UK) Ltd

      Mar 2019 - now

      I am responsible for overseeing and managing the underwriting & technical team, ensuring the efficient and accurate assessment of risk, and the overall profitability of the underwriting portfolio. This role involves supervising the day-to-day activities of the underwriting department, developing strategies to improve processes, managing team performance, and ensuring compliance with company policies and industry regulations. As Underwriting & Technical Manager I am also be instrumental in building and maintaining strong relationships with both internal and external stakeholders. Show less Since my promotion, I have taken on the responsibility of managing the team, including conducting reviews and appraisals, providing support, and overseeing learning and development initiatives. I continue to lead the training and development of new team members, which also includes supporting their CII studies. I have been actively involved in a project to rejuvenate and relaunch our digital platform and new website. Since the company joined the Jensten Group, I have become a member of the Employee Engagement Champion Team, focusing primarily on the 'Love to Learn' initiative as part of Jensten's Grow As We Grow programme. This role has involved creating and delivering Masterclasses. Show less

      • Underwriting and Technical Manager

        Jul 2024 - now
      • Assistant Commercial Manager

        Jan 2023 - Jul 2024
      • Senior Client Advisor

        Mar 2019 - Jan 2023
  • Licenses & Certifications

  • Volunteer Experience

    • Secretary & Council Member

      Issued by Chartered Insurance Institute on Apr 2024
      Chartered Insurance InstituteAssociated with Stephen Duffin Dip CII
    • Volunteer

      Issued by All Saints Church, Sanderstead on Sept 2000
      All Saints Church, SandersteadAssociated with Stephen Duffin Dip CII