
Claire Robinson
Underwriting Assistant on Broker Channel

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About me
Senior Account Manager at Zurich Municipal
Education

Holy Trinity R.C. School
1992 - 1997
Experience

Zurich Insurance Company Ltd
Sept 1997 - Jan 2002Underwriting Assistant on Broker ChannelCommercial Car & Goods Carrying Commercial Vehicle Underwriter.• Responsible for underwriting Commercial Car & GCCV existing & new business.

Zurich Insurance Company Ltd
Aug 2002 - Jan 2016Sales Coordinator within the Birmingham Sales Team.• Working with AEs with account management and provide support in the achievement of sales targets.• I have an excellent knowledge of Siebel & BORP and use these systems regularly to provide reports, including: o Monthly Agency Financials including profitability & GWP;o Current & Future Prospects.• Successful in the running of sales campaigns.• Coordinated an EL Winback campaign.• Proactively supported the introduction & implementation of the Opps & Threats database into Birmingham Sales. Driving focus & activity working with the AEs & different segments.• Accompanied AEs on, and actively involved in, Broker meetings.• Settled quickly into Sales and have taken the opportunity to drive my learning & development by spending time with the segments to build on my knowledge of these areas. Show less SME Fleet underwriter within the Birmingham SME Team. • Ability to move within a constantly adapting environment whilst maintaining service level agreements and consistently improving results. Expertise in escalated call resolution and relationship building.• Excellent relationship with Fleet UK developed through sound business practices and social events.• Excellent relationship with a number of Key Brokers developed through Due Diligence meetings and sales calls.• Diversity of knowledge gained through personal development and opportunities to work on Broker Direct cases as well as dealing with Marketing Groups.• Assisted with the coaching and mentoring of off-shore agents during the pilot to ensure minimum business disruption and correct process enhancements are adhered to. Show less • Responsible for retaining existing business and writing new business to grow existing book whilst maintaining profit levels.• Assisted with organising the New set up of the Birmingham Construction Centre.• In addition to Underwriting I was also Sales Co-ordinator for the Construction Centre. o Responsibilities included quote triage, allocating quotes, contacting brokers to discuss quotes.• Aon Sirius contact and handler for Aon Construction Fleet• Following commitment to personal development and business requirements, gained full underwriting authority. Show less
Account Executive
Dec 2011 - Jan 2016Sales Coordinator
Aug 2010 - Dec 2011SME Fleet Underwriter
Nov 2004 - Dec 2010Fleet underwriter within the Birmingham Construction Centre
Aug 2002 - Nov 2004

Zurich Municipal
Jan 2016 - nowSenior Account Manager
Dec 2024 - nowRisk & Insurance Consultant
Jan 2016 - Jan 2025
Licenses & Certifications
- View certificate

Customer Service: Managing Customer Expectations
LinkedInAug 2024
Volunteer Experience
Officer
Issued by Girls Brigade England & Wales on Sept 1985
Associated with Claire Robinson
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