
Timeline
About me
Director - Group Client Servicing & Real Estate Division
Education

Brentwood county high
1991 - 1998Gcse's / a-levels
Experience

Ride leisure events limited
Jun 1999 - Sept 1999Waterski instructorWorking for Wyboston Corporate Events which now trades as Ride Leisure.Located off the A1 at Wyboston/St Neots.Working as a waterski instructor driving the boats and providing tuition

Centor insurance & risk management limited
Feb 2000 - Jun 2005Account executivePlacing and servicing insurance policies for both commercial clients and individual clients ensuring that their insurance requirements were met. - Dealing with all types of property investors from individuals through to commercial managing agents- Preparing summaries of cover and calculating premium rate increases.- Arranging Motor Fleet policies and Commercial Combined polices as an additional service for larger clients.- Placement of Household (buildings and contents) policies via online portal- Provide claims service to automotive industry assessing claim costs and either reducing or rejecting inflated claims in relation to damage sustained to those vehicles in transit across UK and Europe. Show less

Heath lambert ltd
Jun 2005 - Jul 2011Real estate account executiveLeading client review meetings and carrying out broking/market exercises including adherence to renewal timetables, budget forecasting, delivering high service standards to my clients and day to day responsibility of personnel within the team.- Co-ordinated , serviced and placed what was the largest Pan European account within the Real Estate division handling 'all classes' of the insurance programme and co-ordinating overseas network (PI, D&O, Motor, PA Travel, EL, Workers Comp, Goods in Transit).- Establishing and cementing relationships with clients and insurers. - Conducting broking exercises and placement for all clients assigned to me fulfilling their insurance requirements.- Personnel duties and management of team.- Successful development and generation of new business.- Participation in IT project and consultation surrounding ‘long term deliverables’ for new IT servicing platform- Underwriting ‘authority’ and team leadership for operation of Delegated Authority/Binder.- Servicing and placement for; direct customers, managing agents, regional offices and brokers. Show less

Marsh & mclennan companies
Jul 2011 - Mar 2016Real estate client director (svp)Leading a multitude of clients including the largest Pan European client of Marsh London - Global investor with portfolios spanning 11 territories.- Other clients include; Landed Estate, Pension Fund, Construction Developer- Strategic review of service offering and implementation of streamlined insurance programs, resulting in improved client service, strong retention and improved terms.- Generation of new income and promoting holistic insurance offering thus securing cover for all classes of insurance.- Preparation of written submissions for tenders and project lead. - Negotiation and successful settlement of large and complex claims including compromise agreements and technical losses involving Group Legal.- Leading specific projects focusing on improved client experience to improve divisional retention and divisional new business. Show less

Price forbes & partners
Mar 2016 - Feb 2018Director - corporate solutionsCreation and evolution of new division focussing on all aspects of general insurance – ‘Corporate Solutions’ - Review and implementation of procedures and policies relevant to the transacting of general and commercial insurance business.- Recommendation and conclusion of various insurer agencies allowing trade and binding of risks – D&O, PI, EL, Office Combined, High Net Worth, Motor Fleet, Property Investors/Real Estate.- Working with Marketing and other core broking divisions such as; Compliance and Operations to deliver relevant literature and publications for promotion of new insurance services and offering.- Attending industry networks and conferences. - Developing and generating various new business revenue streams.- Preparing market submissions for placement and servicing. - Negotiation of industry sponsorship at events.- Leading specific projects and making recommendations in relation to ‘core functions’ (IT platform, premium instalment proposition, legal partners etc) Show less

Horner blakey insurance brokers
Sept 2018 - nowDirector - horner blakey- Conducted business gap analysis and recommend improvements to strengthen the existing proposition for Real Estate and Property clients.- Input and responsibility for the overall business objectives and expansion across all lines of business.- Analysis of existing client book and insurer relationships to determine carrier relationships and target areas of business. - Restructured London Operation- Review sales strategy and procedures. Implementing changes to ensure strong pipeline for 2019, 2020 and 2021.- Working with marketing to enhance profile via social media and increase visibility with carriers and prospects.- Preparing market submissions for placement of client risks.- Meeting with prospects and developing new business.- Implementation and improvement of service levels, retention, new business and accounting function- Onboarded new personnel- Integration of Billericay branch into group - Optimise operational effectiveness via use of system, task management, client allocations, file audits, monthly 1-2-1’s, annual reviews, budget and forecasting - Improved retention from 80% to 94% - Responsible for the groups largest clients Show less
Licenses & Certifications

Cert cii
Chartered insurance institute
Volunteer Experience
Qualified Instructor
Issued by British waterski & Wakeboard on Aug 1998
Associated with Jason Ellis
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