
Richard Smith
Insurance Consultant

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About me
Head of Broking Commercial & High Net worth Insurance
Education

Kennet School
1986 - 1989I obtained two A Levels

Turnpike School
1981 - 1986I obtained seven O levels.
Experience

A-Plan Insurance
Apr 1997 - Oct 2000Insurance ConsultantMy time working in a frontline role at A Plan gave me a broad knowledge of all aspects of personal lines insurance from sales and renewals to customer service, claims handling and uninsured loss recovery.

A Quote Insurance Services Limited
Nov 2000 - Oct 2006Retention and sales managerI joined A Quote as the manager of the renewals department and spent around three years in that role growing the department and increasing both retention rates and earnings per case before moving to the role of sales manager with specific responsibility for the Twilight teams which were manned largely by the less experienced staff, as it was felt I would be able to get the best out of them. I was then given the opportunity to run a stand-alone office in Aylesbury where I had sole management responsibility for a team of over 60 – a mixture of sales and customer service staff. During my time in Aylesbury the performance was turned around and it went from being the worst performing branch in group for sales to the best performing. Show less

Academy Insurance Services Ltd
Nov 2006 - Oct 2007Commercial SpecialistAfter almost ten years working in personal lines insurance I wanted to broaden my knowledge to include commercial Insurance and I felt that the best way to do this would be to take a step back and take a front-line role so that I could be immersed and learn the whole process of selling and servicing a book of commercial insurance.

Be Wiser
Oct 2007 - Oct 2018In this role I had full responsibility for the recruitment, training and development of multiple sales teams along with ensuring they were all hitting their sales and compliance targets.I was also the operational head of the Swindon office which employed a team of over 100 staff in customer service, audit and sales teams. I joined Be Wiser when it was a start-up company and my role was to recruit, train and then manage the sales team.I helped the company to massively exceed the targets set for its first five-year plan, which saw the company grow from a start up company of eight staff to be a multi million pound business employing over 500 people.
Director Of sales
Jan 2011 - Oct 2018Sales Manager
Oct 2007 - Jan 2011

Advantage Risk Solutions Limited
Jun 2022 - nowCommercial Insurance Broker / Account HandlerWorking in the broking team in a growing commercial Insurance broker helping anyone from SME to multi Billion pound companies from new business to renewal stages including MTA's and claims handling.My focus is on getting the correct cover in place and delivering quality service.
Licenses & Certifications

Cert CII
Chartered Insurance Institute
Cert Pro
The London Institute of Banking & FinanceSept 2021
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