Peterborough, England, United Kingdom
I am a driven and commercially focused insurance professional with more than 20 years of experience across the insurance industry. Throughout my career, I have built a strong track record of developing lasting relationships, identifying new business opportunities, and delivering sustainable growth. I am passionate about creating value for clients, leading high-performing teams, and driving positive business outcomes. Known for my energy, persistence, and creative approach to problem-solving, I thrive in competitive environments and consistently deliver against ambitious objectives. I am equally committed to my own personal and professional development, continually seeking opportunities to learn, evolve, and improve. My approach combines strategic thinking with a hands-on commitment to execution, enabling me to build trusted partnerships and achieve long-term success for both clients and businesses.
• Develop and implement placement strategies across Lloyd & Whyte businesses to achieve organisational objectives. • Present strategic plans and performance metrics at Company Board meetings, contributing to the business strategy. • Build and nurture strong relationships with strategic partners and insurers to support product development and performance. • Manage a balanced portfolio of quality risks in line with underwriting strategies and specialist areas. • Establish a centre of excellence for brokers and advisers by supporting and collaborating across Group businesses. • Provide leadership and mentorship to develop a highly skilled underwriting team. • Drive the development of new products and improve existing offerings to maintain market competitiveness. • Implement efficient processes for underwriting and product referrals to ensure consistency and effectiveness. • Evaluate new markets, schemes, and acquisitions for underwriting and product opportunities. • Develop and communicate underwriting and pricing guidelines to achieve sustainable growth and favourable loss ratios. • Enhance broker reward structures while ensuring optimal outcomes for clients. • Conduct claims analysis and scheme performance reviews to identify improvements and drive results. • Maintain high product standards through competitive analysis and proactive updates. • Ensure marketing materials comply with underwriting and regulatory standards. • Promote organisational values and culture across all business operations. • Achieve individual performance targets in line with company goals. • Contribute strategic insight and challenge as a member of the Operating Boards.
• Oversee all insurer development across all Markerstudy Broking brands. • Manage & mentor the insurer development team, bringing new ideas, methodologies and processes so they can perform to the best of their abilities. • Manage relationships with all insurer partners and maximise opportunities from these relationships. • Drive business development to achieve business outcomes and strategic targets. •Identify new opportunities to expand the quote footprint of the Retail group and feed these into the Retail Management Team • Support the Retail business in the delivery of its EBITDA target • Constantly review insurer products to ensure they are fit for purpose and meet the demands of our customers. • Develop new schemes and products with insurers and deliver these to the retail group • Work closely with retail management team to ensure the insurer development team are working with them to source new opportunities and products as well as maintain existing partnerships/relationships • Provide continued feedback to insurers and dialogue to protect longevity of schemes. • Ensure the business development team are complying with company procedures, legislation and FCA guidelines. • Ensure that due diligence and financial status reporting on Insurer partner highlights any risk to the Retail business from Insurer insolvency or customer detriment.
• Develop and maintain close relationships with key broker partners • Develop and maintain a strategic plan for best utilization of capacity allocated to my region • Agree annual income strategy and targets for my region • Develop and agree individual broker business plans for key partners • Monitor any DUA facilities • Monitor income and loss ratio performance of all brokers in my region • Seek out new underwriting opportunities that meet Syndicate requirements • Provide a monthly reports to SMT • Undertake and report on regular site visits to supporting brokers • Provide a monthly market update • Attend monthly Business Development Meetings • Attend monthly meetings with Underwriting Managers • Support all areas of the business to enhance and develop our standing in the market place • Support the active Underwriter with development of the Syndicate products • Support the active Underwriter in any other role I may be called upon to attend from time to time • Assist when required in collecting outstanding premiums
• Present proposals/ liaise with underwriters • Product testing/ product development • Investigate and resolve departmental complaints, within agreed service levels • Analyse and report on management information • Referral point for the sales staff within the brokerage when called upon • Attend trade shows to promote brand awareness/ generate new contacts with a view to widening the company portfolio • Attend regular meetings with sales staff • Assist in the training of new staff • Sell New business / Maintain existing business- both face to face & over the phone • Identify customers needs & cross sell products • Receive notification of claims, probe clients to ensure claims are valid prior to referring to the company claims team
• Manage and maintain a non-standard underwriting account, ensuring profitability is maximised. • Visit brokerages to look at existing insurer relations, proposing and developing profitable solutions whilst building and maintaining a solid working relationship • Actively explore all alternative options before making a final decision • Operate within business service level agreements • Deal with face to face queries both from internal & external customers • Act as a point of referral for all staff in the motor division. • Produce end of month reports outlining the performance of contact centre staff • Investigate various system generated reports and produce monthly reports on the findings • Provide monthly feedback to individuals based on their performance • Carry out audits with a view to enhancing technical capabilities of staff within the contact and administration departments. • Focus on process improvements and efficiency to contribute to the profitability of the group • Ensure product, underwriting, and compliance knowledge is maintained developed and up to date • Be aware of and comply on an ongoing basis with the rules and requirements of the Financial Services Authority (FSA) and any other legal/regulatory/risk management framework • Adhere to all compliance & quality assurance requirements • Review customer complaints and ensure resolution to the customer’s satisfaction • Carry out any projects where necessary to improve processes and self development