
Daniel Jackson
Insurance Clerk

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About me
Commercial Underwriter
Education

Peers Upper School
1996 - 20018 GCSEs - A-C and 2 A Levels
Lawn Upton Middle School
1992 - 1996
Experience

The Co-operative Insurance Society (C.I.S)
Aug 2001 - May 2005Insurance ClerkInsurance clerk - This role primarily involved the administration of Personal Home and Motor Insurances, this included handling general queries and also providing Home and Motor quotations, both of which involved direct interaction with the end customer.Other duties undertaken included providing administrative support to the sales team, which covered a range of areas such as account reconciliation and prospecting potential clients and arranging appointments for the sales agents.

Aviva UK
Jul 2005 - Jun 2014The main duty of this role was to provide business requirements and advice as to the required functionality for a new Commercial Insurance IT platform. This involved working closely with Business Analysts and IT programmers and developers to determine the business requirements.Other key attributes from this role include:Working with senior management and providing reports and analysis.Communication skills - Carried out group demonstrations within the project which included senior management. Also have carried out group demonstrations at regional branches, to allow for the wider business to see the progress of the build. Show less Role involved the underwriting and trading of cases at both renewal and new business stages within regional markets. Experienced in handling multiple classes of business including Commercial Package (Property & Liability), Property Owners, Construction, Motor Trade and Motor Fleet.Built successful relationships with brokers, internal peers and other stakeholders via telephone and face to face meetings.Achieved high levels of customer retention and new business conversion, whilst ensuring profitability and working in line with the companies underwriting strategies. Show less
Guidewire Subject Matter Expert
Oct 2012 - Jun 2014Commercial Trading Underwriter
Jul 2005 - Oct 2012

Leisureinsure
Aug 2014 - Nov 2016Commercial UnderwriterUnderwriter at a delegated authority underwriting agency, specialising in the Leisure sector. Key responsibilities include:Underwriting of niche policies across the leisure industry, with focus on the growth of new clients and retention of exisiting customers in both broker and direct markets. Use of Lloyds and London markets for placing event and other specialist insurance policies.Training and mentoring of junior colleagues, offering guidance around policy covers, rating and business processes and procedures.Assistance with product development, including analysis of market products, recommendations as to potential new policies and covers. Show less

Covéa Insurance
Dec 2016 - Jul 2018Regional UnderwriterUnderwriting of Commercial Combined, Motor Trade, Real Estate and Motor Fleet at renewal and new business.Production of weekly and monthly final reports with focus on gwp, growth and loss ratios in comparison to business plans.Development of broker relationships via phone and face to face.

J Bennett & Son Insurance Brokers Ltd / Mathews Comfort & Co Ltd
Jul 2018 - Oct 2022Broking Executive
Aviva
Oct 2022 - nowCommercial Underwriter
Licenses & Certifications

Certificate in Insurance (Cert CII)
Chartered Insurance Institute (CII)
Diploma in Insurance (Dip CII)
Chartered Insurance Institute (CII)
Advanced Diploma in Insurance (ACII)
Chartered Insurance InstituteDec 2014
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