Tracey Taylor

Experience

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  Avon Insurance Plc

  Jan 1988 - Jan 2002

  Underwriter

  Graduate trainee - Package underwriter, Cross-class underwriter, specializing in liability. Responsible for underwriting and quality control of Motor Trade Scheme, including audits of the scheme and negotiating rates year on year. Achieved ACII status within 3 years of joining Avon Insurance plc.Strong relationship with brokers,and developed own additional relationships with key brokers to grow their accounts with Avon Insurance. Responsible for nurturing these and giving the excellent level of client service they expected.Training (on the job) of new junior members of staff, to ensure that they could understands the basics of commercial underwriting.Rolling out new computer system to colleagues.Developing broker network while focussing both on quality and quantity of sales Show less

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  NFU Mutual

  Jan 2002 - Jan 2004

  General Business Inspector

  I moved into this role to concentrate on Sales for the NFU Mutual, using my experience of Commercial, non farming business, and underwriting features which would make a good risk.As part of this I spent time identifying opportunities, attending sales meetings, educating staff in insurance, property and liability surveys, increasing sales across the region.

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  Marsh Ltd

  Jan 2004 - Jan 2007

  Client Advisor

  My role, while office based, was very interactive with the customer - usually FTSE 250 companies with an international spread and complex insurance needs which required understanding of Lloyds placements.Many of the clients had captive insurance companies and for one my role was to review the Captive Insurance policy wording to ensure that this covered all their required insurance needs but was also suitable for reinsurance to follow.I worked closely with the Client Support Team to check slip preparation , renewal presentations, and broking presentations. Marsh had an electronic trading system which I was fully conversant with.Most of my role was client management but I also chaired the learning and Development Forum, looking at ways to improve technical and soft skills of the Department. Show less

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  JLT Ltd

  Oct 2007 - Sept 2014

  Partner

  Role included:- cross-class account management on global insurance programmes, managing local broker network, managing local insurer representatives, Sales, and Education.Responsible for the Global Service Team's unique product - Global Insurance Review.Much of the role involved research and knowledge of insurance legislation globally and understanding not just the requirements but also the customs and practice, and translating these into best advice for the clients.Client range involved Professional Services, Manufacturers, Pharmaceuticals, and additionally multiple classes of business.Represented JLT at various conferences such as AIRMIC, and RIMS (USA) manning the stand, explaining our products and services and how these could benefit any potential clients.Presented at various conferences and delivered workshops for AIRMIC, all which involved a huge amount of planning and research which I really enjoy.Lead on various clients for the overseas operations, speaking to local brokers and explaining the clients strategy - to ensure that the local broker understood and wold only act within the authority agreed. Show less

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  Hellesdon Football Club

  Jan 2009 - Apr 2018

  Club Welfare Officer

  My role is a very interesting one, covering all aspects of welfare for the Football Club members including those 18 and under, and any vulnerable adults.This involves communication with other Club Welfare officers, Norfolk Country Football Association, various leagues in which the club plays. Often there is a need to resolve conflict in a fair and equitable way, always with protection of the individuals in mind.I devised a standard report form for the Club, to ensure all appropriate details were recorded without delay. My report writing skills have also been very useful here. Show less

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  Arthur J. Gallagher & Co.

  Sept 2014 - Apr 2015

  Development Executive

  Working with Banks to develop their insurance leads.Prospect visits, information gathering, advicePreparation of insurance presentations to insurersExplaining quotations to prospects

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  NFU Mutual

  Sept 2015 - Jul 2019

  Regional Development Underwriter

  Work with key agenciesIdentify and develop Large Accounts – PLA listsAid Sales teamsSupport sales campaignsAid both acquisition AND retentionDeal with complex cases & those which may have technical features needing attention/explanationsAssist with key clientsWork with sales and underwriting teams to identify required technical trainingQuality control of inbound casesFull underwriting authorityNew business fact finds and surveys

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  Towergate Insurance Brokers

  Jul 2019 - Oct 2021

  Account Executive
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  WTW

  Nov 2021 - now

  • Associate Director

    Apr 2023 - now

  • Team Leader - Downstream Casualty (Ipswich)

    Nov 2021 - now