Greater Exeter Area
Account executive and company director with Bob Gee & Co Ltd insurance broker from 1996 to 2008 when we sold the business to Jelf Insurance, where I remained an Account executive until 2012. During 2012 I decided to begin my own brokerage and set up on my own as RMG Insurance. I began with no clients and built this up to be a successful business which I then sold in 2023 to Lloyd & Whyte Community Broking From 2023, I continued with Lloyd & Whyte as an account executive.
Temporary contract whilst waiting to set up my one insurance brokerage. I worked as part of a team manufacturing water leak detection systems for the water industry. Good communication with my colleagues was essential to ensure that the equipment was produced correctly and on time for our customers. Concentration was also essential to ensure that the technical electronic equipment being produced, was correct. A permanent role was made available but I chose to continue with setting up my own business.
Based in the Lloyd & Whyte office in Tiverton, my role as an Account Executive was as follows: Administration – Ensuring that my client’s records were correct and updated when required. Checking policy documentation to ensure that documents were accurate for the client. Sales – Annually renewing existing client policies and obtaining new clients. Ensuring that client needs were met as essential that clients were correctly insured. Compliance – Ensuring that all work was compliant with Financial Conduct Authority rules. Communication – Liaising between clients and insurers for claims and quotations to ensure that the best outcome was always reached. My role included visiting clients at their work or home.
Insurance Broker. I operated as a sole director of an insurance brokerage which I set up in 2013. As the sole employee of the company, it took dedication, entrepreneurship and a lot of hard work, seven days a week, fifty two weeks of the year to build a successful business which I sold to a Taunton based broker in 2023. As the sole employee, my role included: First point of call for clients. Understanding their requirements and issuing quotes. Processing new business and liaising with insurers to ensure customer requirements were met. Administration - Updating records for clients and insurers. Ensuring that accurate documentation went to the clients Ensuring stationery was kept well stocked. Compliance – Ensuring that the company met FCA standards Accounts – Ensuring that accounts were balanced each month with the insurance companies. Dealing with my own company accounts. Sales – Starting with no clients in 2013, I had to pick up new business in a very competitive market. Claims – Dealing with claims for clients. Excellent communication skills were required to liaise between insurers and clients.