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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.
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
 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.
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

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adw file cv

  • 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