Robert B.

Experience

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  Safedale Limited

  Sept 1999 - Mar 2006

  Pharmacy Dispensary Assistant

  Part-time role taken alongside College / University: Providing customer care, dealing with requirements & special needs of patients. Responsible for ordering and controlling stock flow. High attention to detail whilst making up prescriptions to be dispensed by the pharmacist. Provide a valuable service to the local community by delivering oxygen cylinders and prescriptions to housebound customers.

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  Devitt Insurance Services Ltd

  Jan 2005 - Jun 2008

  Customer Services / Sales Team Leader (RBS Insurance)

  Broker environment having worked in different roles as both a Customer Services and Sales Team Leader, managing teams of up to 10 advisors with effective performance management in a regulated environment.Personal Lines Insurance (Motorbike, Private Car, Commercial Van, Motor Caravans, Household and Driving Instruction)Application of renewals, cancellations and mid-term adjustments.Having delegated authority or the ability to liaise with underwriters to agree upon discounts or specially imposed terms.Creating new systems to improve the productivity and knowledge of the sales floor.Keep up to date with knowledge of all products and FCA regulation laws. Show less

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  HSBC Insurance (UK) Ltd

  Jun 2008 - Nov 2009

  Pricing Analyst

  HSBC Insurance (UK) LtdDaily reporting of income, accepted business and incurred claims, calculating ratios.Product testing for competitiveness / exposure, recommending changes to plan underwriters and forecasting market trends.Modelling of existing products in Excel. Development and creation of HSBC Motorhome product. Monthly reports using Experian's WhatIf, with use of a batch of 20,000 risks to analyse the current market and discuss alternating base rates or relativity changes made to their insurance products. Show less

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  Vantage Insurance Services

  Dec 2009 - May 2011

  Senior Account Handler / Department Manager

  Imaging Insurance: Insuring Photo/Videographers, Journalists and Writers for equipment and various liability insurances. (Sums Insd, Public Liability, Business Interruption, Professional Indemnity, Employers Liability)Management of the Imaging department and team on a day to day basis; creating bordereaux, monitoring current prices and claims loss ratios and personnel management with various HR related responsibilities.I also have assisted with the pricing analysis of our position within the market and rate increases on the leisure side of our business which I progressed from (Touring Caravan & Motorhome) Show less

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  ERS

  May 2011 - Aug 2018

  Responsible for supporting the delivery of business change across the organisation, through a range of large and small projects delivering strategic and incremental changes. Partnering with stakeholders in shaping an initial idea into a compelling investment case by fully understanding the business problem or opportunity and suggesting a range of pragmatic solutions to deliver maximum benefit to the organisation.The capture of formal project requirements, ensuring the needs of internal and external stakeholders are reconciled. Working with business and technical teams, agreeing how the requirements will be realised and produce formal use cases, functional specifications and business processes to fully document the agreed solution. Support development and test activities and work closely with business users during User Acceptance Testing to ensure a quality product is implemented.Key responsibilities:- Understand business outcomes and shaping them with the business so that functional requirements can be defined.- Challenge the business to properly and appropriately define the changes necessary to deliver the business outcomes that are being sought- Develop and improve business processes within the technology and business organisations and understand functional requirements, specifying and analysing these to a sufficient level of detail to ensure clarity of definition.- Collect and write formal specifications and communicate functional requirements between technology and business functions to design and implement business - Identify business priorities and advise business stakeholders on options by collaborating with solution architects and technologists.- Applying scope management and ensures that change management processes are adhered to. Show less • Work closely with the central MI production function to ensure that the MI required to support the needs of the business is available• Undertaking a wide range of analytics to ensure that we have a detailed understanding of our financial performance against plan• Owning the process of financial performance management within the Underwriting organization and thus ensuring that all relevant reporting and analysis is produced, maintained and published in accordance with the needs of the business. • Owning the financial planning process including the management and maintenance of the planning model• Using a variety of data analysis techniques to identify drivers of financial performance and determining recommended actions to address adverse for presentation to the underwriting community• Providing recommendations on how the granularity of our source data can be improved to enhance our analytical capabilities• Designing and creating ad-hoc and bespoke reporting and analysis on request • Contributing to culture change throughout team and peer groups to ensure alignment with the organisations desired culture through adopting appropriate behaviours• Having significant awareness of and ensuring adherence of team members to all regulatory requirements, guidelines and working practices – both internally and externally Show less Analysing Internal and External Trends:• Working with technical pricing teams/IT/data warehouse and broader ERS community exploring areas of under and over performance.• Analysing data (internal and external) on a regular basis to develop insights in-line with each class of business and make recommendations as to appropriate areas to investigate further and/or appropriate strategies to maximise opportunities or mitigate/eliminate risks/threats.Producing Information Insights:• Organising data into formats that can be used to drive clear business strategies and outcomes and can be consumed by ERS’ broader communityCompetitor Analysis and Monitoring:• Undertake detailed analysis of competitor’s value propositions, including coverage, service and pricing to assist the Performance Manager with appropriate pricing and underwriting opportunities and threats to be addressed.Management Reporting:• Assist in the development of reports that clearly articulate:- Portfolio and segment performance- Developing/emerging trends- Initiatives and actions being undertaken Show less

  • Business Analyst

    Aug 2014 - Aug 2018

  • Underwriting MI Performance Analyst

    Jul 2013 - Aug 2014

  • Pricing Performance Analyst

    May 2011 - Jul 2013
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  Tesco PLC

  Mar 2014 - Aug 2014

  Customer Advisor
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  Tokio Marine Kiln

  Aug 2018 - now

  Responsible for the capture of business requirements and the delivery of analysis to inform decisions for change. Analysis spans people, process and technology. Key accountabilities:• Build meaningful and sustainable relationships with internal and external teams throughout the lifecycle of a project. • Understand and document proposals for change. Articulate the idea, business drivers, benefits and desired outcomes working closely with the originator of the proposal. • Elicit, catalogue and prioritise business requirements with full traceability back to the business process.• Own the delivery of analysis for any assigned project, providing a high quality service to the Project Manager and business stakeholders. • Identify stakeholders impacted by change to ensure business expectations are managed through timely communications and user readiness for change is fully understood.• Liaise closely with Business Systems Analysts and Architects to assess solution options against business requirements to ensure the needs of the business are met. Maintain solution integrity throughout the project lifecycle.• Analyse and assess any Change Requests against documented business benefits throughout the lifecycle of the project. • Review test scripts to ensure adequate coverage of the business requirements and support business users through user acceptance testing, go live and project warranty period. • Problem solve through root cause/defects analysis. • Document current state and/or future business processes as required to identify potential opportunities for improvement with the business owners. Show less

  • Operations and Change Manager

    Aug 2023 - now

  • Senior Business Analyst

    Apr 2022 - Aug 2023

  • Business Analyst

    Aug 2018 - Apr 2022