David Hale Dip CII

David Hale Dip CII

Customer Adviser

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location of David Hale Dip CIIBrighton, England, United Kingdom

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  • Timeline

  • About me

    Director - Corporate & Commercial Broking

  • Education

    • Chartered Insurance Institute

      2007 - 2017
      Diploma in Insurance Insurance
  • Experience

    • Norwich Union International

      Oct 2004 - Mar 2006
      Customer Adviser

      Working as an adviser providing service ans support for customers of various building socirties. I was also selected to represent the company and provide system training and relationship building at major building societies across the UK.

    • Berkeley Alexander Insurance Services

      Mar 2006 - Aug 2011

      Working within both personal and commercial lines including delegated authority schemes. I was involved with new business, renewals, underwriting and claims. Responsible for a team of staff whilst from time to time also visiting commercial clients in a more account executive style role.

      • Team Leader

        Aug 2010 - Aug 2011
      • Client Adviser

        Mar 2006 - Aug 2010
    • Sutton Winson - Acrisure

      Aug 2011 - now

      Working within a team of dedicated commercial insurance brokers, to provide a tailored insurance and risk management programme.With clients in many industry sectors such as:Motor TradeManufacturingDistribution/TransportWholesale/RetailConstructionFire & SecurityProperty Owners/ManagementPlant/Equipment HirersSports ClubsThe service we provide includes reviews, placement, day to day handling, claims, risk management and contract assistance.Being responsible for a book of existing clients, new business development and business partnership opportunities. Show less

      • Director - Corporate & Commercial Broking

        Nov 2024 - now
      • Head of Corporate & Commercial Broking Operations

        Apr 2022 - Nov 2024
      • Client Executive

        Mar 2017 - Apr 2022
      • Senior Client Adviser

        Mar 2014 - Mar 2017
      • Client Adviser

        Aug 2011 - Mar 2014
  • Licenses & Certifications

    • Diploma In Insurance

      Chartered Insurance Institute
    • Cert CII

      Chartered Insurance Institute
      May 2008