Andrew Perry FCII

Experience

• 

  Aviva plc

  Jan 2002 - May 2006

  Business Manager

  Having been a Regional Divisional Director at Hill House Hammond, when that business was absorbed into Norwich Union Direct, I went on to work for Norwich Union, in their Integrated Distribution Programme as Commercial Solutions Manager, later promoted to Business Manager - Broker Acquisitions.

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  Reich Insurance Group

  May 2006 - Jan 2013

  Sales and Operations Manager

  Reich Insurance is one of the UK's premier independent insurance brokers, placing all commercial and personal insurance classes, with specialisms in Property Investors' and Private Clients' insurance.

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  Arthur J. Gallagher & Co.

  Jan 2013 - Jan 2015

  Branch Director

  Following acquisition of Giles by Gallagher, appointed to run the Gallagher office in Leeds simultaneously to the Giles office, pending full integration

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  Giles Insurance Brokers

  Jan 2013 - Jan 2015

  Branch Director

  Sales and Operational responsibility for one of Giles' top five branches

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  Fusion Insurance Services

  Jan 2015 - Jan 2019

  Regional Operations Manager

  My job is to maximise the operational effectiveness and efficiency of the Fusion Regional team, to support the delivery of the regional income and turnover plans and contribute to the Regional network by working with fellow job holders and the Director of Operations The Main Tasks areMotivation of the team to meet internal/external targetsDeliver optimum service, adhering to SLAs, ensuring that this contributes to the revenue and profitability plans. (Leeds always in top three branches on Service Level Dashboard).Responsible for maintain and monitoring "Focal Point" - Risk Management FrameworkTo assist all business units in the development of new products, systems & initiativesIncluding responsibility for embedding regulatory requirements into the day-to-day -Working in a Regulated Environment (WIARE), Conflicts of Interest, Treating Customers Fairly, Errors and Omissions, Complaints handling, Claims Handling, Sanctions checking, Hospitality and anti-bribery policy, Data protection – acceptable use of information – GDPR, Business Continuity Planning, Training and Competence. Mas kaunti

• 

  CYBG PLC

  Jan 2019 - Jan 2019

  Operations Manager

  • Worked within the outsourced business banking switch team managed by Capita Remediation Services.• Oversaw three teams specializing in Workflow Management and Web-chat response.Main Tasks:• Ensured a seamless customer journey for businesses intending to switch to CYGB.• Introduced and managed various new processes across the following areas:• Account Opening• Packaging• Lending pre-approval• Deal Build• Post approval and draw-down• Primarily operated in a back-office capacity, collaborated with internal stakeholders from Marketing and IT to Relationship Managers and Business Development Managers.• Directly engaged with business customers, ranging from SMEs to corporate clients.• Facilitated effective communication and coordination between different departments to optimize overall operational efficiency. Mas kaunti

• 

  Aon

  Jan 2019 - Jan 2024

  Operations Manager

  Accomplished and results-driven Operations Manager, with a proven track record of success in the insurance industry. Brings determination, drive, and a passion for operational excellence to every aspect of work. As a strong and inspiring communicator, thrives in collaborative environments and is adept at active listening. Expertise extends to fostering a culture of continuous improvement in both organizational behaviour and business performance. Ideally suited for a senior influential position, using initiative to translate strategic thinking into practical and effective action.Operational:• Managed the integration of Henderson Insurance Brokers Ltd to align with Aon processes and procedures, operational responsibility for nine offices• Oversaw and reported on various KPIs, including Contract Certainty, Evidence of Cover, Invoicing, File Reviews, CPD requirement, Increased Limits of Liability, and Regulatory Breaches.• Promoted and managed bespoke Aon Policy wordings (SPS; Trio: Venture).Projects:• Introduced integrated card payment in Acturis.• Reviewed and updated Document Templates on Acturis for Advisory use.• Extended the use of templates to Aon AGCN team (Global Inwards).• Implemented foreign currency branches post-Brexit for use by Belgium Secondee colleagues.• Managed projects such as GI Pricing, Consumer Duty, Fair Value Assessment tracking, Multi-occupancy buildings with residential leaseholders, • Offshored Evidence of Cover checking to a third party.Fiduciary Responsibilities:• Handled Credit Control, including drafting Debt Collection letters.• Managed Cash Allocation, Cheque payments (during Covid lockdown)Delivering client service senior leader teams direction operational targets driving improvement collaborative stakeholders credit control project/change automation continuous improvement sharing best practice resolving issues control governance strong communication skills strategic analytical solution orientated manage risk Mas kaunti