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- 1. Anthony Williams
Tel: 01508 480233 Mob: 07990 974657
PERSONAL PROFILE
A committed,accountable and highly experienced Insurance Industryprofessional,with specialistexperience
inkey marketsectors. An accomplishedteamplayerandpeople managerwithprovensuccessof achieving
results,inspiring,motivatingandsupportingteamsandindividualsanddrivingbusinessimprovements.
Customer- focused withagoodunderstandingof Risk,it’sassessment/minimization/reviewing/relationship
to and impacton clientsandthe businessalike.Excellentclient/broker/underwriter
relationship/interventionskillsandprovenabilitytomarket/deviseanddeliverclient-specificinsurance
productson a timelyandeffective basis tonew andexistingcustomersalike.
KEY SKILLS & EXPERTISE
Significantfamiliaritywithandexperienceof F.C.A regulationsandcompliancerequirements.
Understandingprocesses –seeingthe bigpicture andusingsmartprocessesand relevantK.P.I.sto
improve businessperformance.
Customerfocused - excellentcustomerliaison/intervention/problem-solvingskills.
Good understandingof Risk – assessment/minimization/reviewing/relationshiptoandimpacton
clientsandthe businessalike.
Workingfamiliaritywithmanykeyinsurance customer/clientgroups.
Provenabilitytoworkwith,developandoptimize individualandteamperformance.
CAREER HIGHLIGHTS
Placed£0.8M of insurance sales/businessduring a2 year underwritingcareeratN.F.U.M.
Liaisedwithkeyinsurance customers/clients/underwriters/brokersanddeveloped/delivered
tailoredclient-specificinsurance products
Maintainedexcellentclose workingrelationshipswithkeyclientsand optimised customerretention,
re-sellingopportunities.
Pivotal role inhelpingtodevelop,retainandgrow new office’sinsurance book bycementinglocal
relationshipsanddevelopingnew ones,andalsointegratingleadclientexecutivesbookintothe new
office. Significantgrowthachieved in2yearperiod, bringingthe officebillingfrom £250,000 to
£1,500,000 (includingthe newclientexecutive existingbook).
Developedandbuiltkeyrelationshipswithindividual teammembers,resultingingrowth,
developmentandretentionof customerbase and local relationships.
CAREER HISTORY
November2013 – Presentday
Drayton Insurance Services – Office Manager/CompanyAuditor and SeniorCommercial Account Handler –
Farming, Fleet,MotorTrade and Commercial Business.
SeniorCommercial Account Handler – Drayton Insurance Services
Keyachievements:-
Providedeffective customer/marketingsupportviaSalesExecutive liaisonandbestpractice.
Optimisedclientrenewalsonbestavailableterms througheffective liaisonwithunderwritersand
customermarketingexercisesandpersonalised,tailoredclienthandling,includingmonthlyinstalment
plans/rolling-overexistingloans.
EnsuredF.C.A.– compliantcustomercorrespondence/evidential renewal-new-revisedpolicy
terms/MotorFleetand Commercial/Farmclientriskregistersupdated onatimelybasis.
Maintainedeffectivecustomerrelations/retentioninclientliaisonrolethrougheffective swiftresolution
of escalated customercomplaints/concerns.
Conductedall renewal changesandprovidednew businessquotationsforall farming/motor
trade/commercial clients
Sorted/ placed/obtainednewcommercial businessvialocal telephone,personal,face-to-face referrals.
- 2. Office Manager for Drayton Insurance Services, Poringland
Settingtargetsandobjectives
Staff appraisals
Monthly staff 1-1 s
Disciplinary&Sicknessreviews
Keyreferral pointforcustomerfeedback/complaintresolution
OrderingforOffice andDSE assessments provider
Office FirstAider
Company Auditor
Conductedmid-termchanges forall farming/motortrade/commercial clients
ConductedQuarterlyauditsforthe companysamplingatotal of 80 cases perquarterfor all aspectsof
commercial business,samplestakenfrombothnew andexistingbusinessforAccountExecutives
Quarterlyreports submittedtoDirectorsincludingfeedbackandrequirementstobe addressed with
cleartime frames andassociatedactionplans
Final Reportspreparedandsubmittedtothe FCA/ICSAuditor
April 2013–August 2013 - Capita Insurance Services, AviationBroker Support Technician(temporary post)
Keyachievements:-
Oversaw tailored,customer- specificinsurance policyrenewalinitiationprocessforniche sector
customers
Submissionof appropriateandtimely renewaldocumentationtounderwritersandprovided ongoing
sales/performance data
Liaisedwithbrokers/underwritersre policyrevisions/amendments
Followedupoverduepremiums,leadingtodefault/cancellationnotices.
September2012- March 2013 - Drayton Insurance ServicesLtd (Brokers) - Commercial Team Leader
Keyachievements:-
Managed new/existingcustomerinsurance policyprocesses,includingfieldsalesexecutivebriefingand
customercorrespondence.
Ensuredtimelyandaccurate submissionof appropriaterenewal andnew sales documentationto
underwriter.
Managed relationshipwithunderwriter,ensuring timelyandaccurate submissionof appropriate
renewal documentationandprovisionof ongoingsales/performance data
Liaisedwithcustomer/underwriterre policyrevisions/amendments
Agreed/amendedpremiums/followedupoverduepremiums,leadingtodefault/cancellationnotices
Successfullyliaisedwithcustomers/underwritersandsettledinsurance claims.
Provided/updatedmonthlyManagementInformationre sales/turnover/debtors
Researched/recommended new, smart, better,cheaper,propertyownerinsurance service providerfor
sign-off byBrokerage Proprietor,enablingbusinessgrowth.
Ensured/reviewedcompliance with FCA regulationsandotherrequirementsthroughindividual/team
auditsand corrective actionmonitoring.
Successfullymanagedescalatedcustomerissues/complaints
Managed staff performance appraisals,identifiedtrainingneedsandorganised internal/external
product/refreshertrainingfornewandexistingstaff teammembers.
February 2012- August 2012 - Hugh J Boswell Insurance Brokers - SeniorAccount Handler
Keyachievements:-
Customer/marketingsupport
Clientrenewalson optimal terms
Underwriter/clientliaison
Customermarketingcampaigns
- 3. Personalised,tailoredclienthandling
Monitored/sampledoutgoing customercorrespondence/renewal-new-revisedpolicyterms forFCA
compliance
Customerrelations/retention
July 2009- January 2012 - NFUMutual - SeniorCommercial Underwriter,NewBusiness
Keyachievements:-
Successfully assessedinsurancecoverneeds,lossexposure,businesscontinuityrisk/cover, potential
liabilities,appliedterms/discountsandexemptionsfornew/repeatbusinesscustomers.
Processednewquotations forCommercial MotorFleet/Business combinedandLarge Farmingaccounts
for keyaccountcustomers on a timelybasis.
MaintainedeffectiveBroker/Agencynetworkrelationshipthroughtimely,effective agentliaisonover
productchanges,rate revisions andcompany risk-type goals.
Improvedstaff effectiveness/businessthrough quarterly reviews,identifyingtrainingneedsand
providingtraining,feedbackandteam/1-1coaching.
Successfullytrainednew staff onMotorFleet/Commercial Businessreferrals -package policiestolarge
accounts (upto £10,000/between andabove £100,000).
Effective MotorFleet/Commercial/Personal LinesProductsTroubleshootingfornew staff.
July 2006 – July 2009 – Marsh Ltd - SeniorInsurance UnderwritingTechnical Technician– Aviation
Keyachievements:-
Effectivelyreviewed/processedpremiums, claims,treatyadvices andsatisfactorilyresolvedissuesona
timelybasis.
Efficientlyprocessedcustomerrenewals/amendments/andquotationsandswiftlysortedvarious
Underwriters/Claims/AccountsDepartmentsissues.
Developed/maintainedkeycontactinternal/externalrelationshipsand facilitatedtechnical issue
resolutionviaClient/Broker/Underwritermeetings.
Trainedandmentoredless-experiencedteammemberstohelpimprove service delivery
EnsuredF.C.A./MarshE andO - Compliance/Service Standards/BusinessControlsandDepartmental
K.P.I.swere met.
February 2003 – June 2006 - (Aviva,then knownas Norwich Union) - CustomerServicesand Brokering
Underwriter
Keyachievements:-
Providedareliable, timely, efficient,customer- focusedpolicy service todirectcustomers,ex-staff
membersand brokers,includingsettingup/successfuloversightof paymentplans.
Swiftlyandeffectivelyresolvedcustomer/otherissues/queriesand complaints.
Providedswift,accurate quotationsandpolicydocumentation fornew business/renewals/revisionsfor
personal/commercialmotor,fleet, householdandtravel insurance.
Supportedotherteammembers withthe claimshandlingprocess
Provided newentrants,one toone andothertraining, identifiedimprovementopportunitiesthrough
teamchecksand providedadditional training/coaching, where necessary.
Creatednewleads,supportedandpromotednew productlinestonew/existingcustomers.
Ensured actionswere FCA compliant throughteamand sample checks.
1995 - 2002 - J. Sainsbury plc – Deputy Team Leader – Groceries/CustomerServices/StockControl,Essex/
Norfolk
Keyachievements:-
Customerservice liaison/troubleshooting,successfullymanagednew promotionstonew and
existingcustomers andmaintainedhighlevel of customerservice.
Maintainedahighstandard of healthandsafety throughteamaudits.
Oversawstock-age/volume control, disposedof oldstock,establishedre-stockrequirementsand
replenishedthrough new orders.
Trained/mentored/motivatednew startersinbeers, winesandspirits/bakery/stockcontrol teams.
- 4. 1994 -1995 - Abbey National BuildingSociety,Essex – Customer ServicesAdviser.
Interviewedcustomersface toface/supportedotherCSAs/setup/administered accounts.
PROFESSIONAL MEMBERSHIPS, QUALIFICATIONSAND TRAINING
QUALIFICATIONSAND EDUCATION.
TrainingandCompetencyplanningcourse –CIIface to face trainingcentre - London
CERTCII; consideringACIIQualification
Surveyor- runMetal/Wood-workers advancedunderwritingcourse
Farm Studiesintensive course (Warwick)
External Fire Marshall Course
1997– FitnessInstructorAwards,Level 2
1996 – AdvancedModulesin: - Marketing/UtilisingHumanResources.(RedbridgeTechnical College)
1995 – R.S.A. WordProcessing,
1995 - N.V.Q.,Level 2,BusinessAdministration
1994 – GCSEs English,Mathematics,Science,Design,R.E.,Geography,FrenchandArt
PERSONAL DETAILS
Marital Status: Married
Driving: Full UK Licence
Interests: Cinema,running,swimmingandworkingout,DIY,Chess,Martial Arts
OTHER INFORMATION
I have heldpositionsof responsibilityandtrustincluding:
Karate/Self-Defence Instructor
Fund-raisingforCharity
CONTACT DETAILS
October Cottage,
Threadneedle Street,
Bergh Apton,
NORFOLK
NR15 1BJ
Telephone: (H) 01508 480233
(M) 07990 974657
Email: adjw2002@yahoo.co.uk