Ali Fox Email & Phone Number

Calgary, Alberta, Canada

Calgary, Canada Area

Bristol, United Kingdom

A Plan Insurance in BristolSpecialising in Property Owners, Home and Car Insurance new business. Negotiating with Underwriters to achieve the best quotation and cover for clients. Working with Underwriters to ensure they get the best possible premium for the risks quoted and that the policy is arranged on the correct basis on both parties behalf.Helping new team members with their development. Including giving advice on the market, which insurers provide best cover for a particular risk. Previously - A Plan Insurance in CheltenhamLed a small team in the renewals department, overcoming objections and amendments for client on their property, car and van insurance renewals. This involves reviewing a panel of insurers, obtaining quotes and matching the clients needs, along with making sure team members deal with their work loads efficiently and achieve retention goals. Achieved average 85% retention in 2013. Set up the Commercial Department within the branch, involving arrangement of the agencies with the insurance companies on the panel, working on databases for new clients and speaking to local tradespeople and networking. Assisted Branch Manager with the training of new team members to ensure compliance with FCA and branch regulations.Assisted Branch Manager with checking new business of other team members, again, to ensure correct procedures have been followed, that the cover matches the clients requirements and professional advise has been given.