Anthony Williams Email & Phone Number

Norwich, England, United Kingdom

• Supporting the Practice Leader on the FI Norwich team performance and direction
• Holiday approval for direct reports on Workday / recording on Holiday spreadsheet
• Non-holiday absence monitoring and recording for direct reports
• Monthly catch-ups with direct reports
• Monitoring the performance of direct reports, and liasing with Practice Leaders regarding the performance of said direct reports
• Goal setting / Individual Development Plan monitoring for direct reports, working with Practice Leader

Norwich, England, United Kingdom

• Preparing Renewal Reports and invitations
• Production of Renewal quotations.
• Issuance of confirmation of cover documents to clients
• Renewal submissions to markets.
• New business submissions to the Market and presentation of quotation terms to the clients
• Client Strategy meetings

• Staff appraisals
• Monthly one to ones
• Disciplinary & Sickness reviews
• Key referral point for customer feedback or complaints.
• Ordering for office and DSE assessments
• Office First AiderCompany Auditor

Drayton, Norwich

• Drayton Insurance Services – Commercial Account Handler – Farming, Fleet, Motor Trade and Commercial business.Key achievements:-
• Provided effective customer/marketing support via Sales Executive liaison and best practice.
• Optimised client renewals on best available terms through effective liaison with underwriters and customer marketing exercises and personalised, tailored client handling, including monthly instalment plans/rolling-over.
• Ensured FCA – compliant customer correspondence/evidential renewal-new-revised policy terms/Motor Fleet and Motor Trade spread sheets sent on a timely basis.
• Maintained effective customer relations/retention in client liaison role through effective swift resolution of escalated complaints/concerns from less experienced staff.
• Conduct all renewal changes and provide new business quotations for farming clients

• Provided effective customer/marketing support via Sales Executive liaison and best practice.
• Optimised client renewals on best available terms through effective liaison with underwriters and customer marketing exercises and personalised, tailored client handling, including monthly instalment plans/rolling-over.
• Ensured FCA – compliant customer correspondence/evidential renewal-new-revised policy terms/Motor Fleet and Motor Trade spread sheets sent on a timely basis.
• Maintained effective customer relations/retention in client liaison role through effective swift resolution of escalated complaints/concerns from less experienced staff.
• Conduct all renewal changes and provide new business quotations for all farming/motor trade/commercial clients

Norwich, United Kingdom

• Aviation Broker - Support TechnicianKey achievements:-
• Oversaw tailored, customer - specific insurance policy renewal initiation process for niche sector customers
• Submission of appropriate and timely renewal documentation to underwriter and provided on going sales /performance data
• Liaised with broker/underwriter re policy revisions/amendments
• Followed up overdue premiums, leading to default/cancellation notices.

• Key achievements:-
• Managed new/existing customer insurance policy processes, including field sales executive briefing and customer correspondence.
• Ensured timely and accurate submission of appropriate renewal and new sales documentation to underwriter.
• Managed relationship with underwriter, ensuring timely and accurate submission of appropriate renewal documentation and provision of on going sales /performance data
• Liaised with customer/underwriter re policy revisions/amendments
• Agreed/amended premiums/followed up overdue premiums, leading to default/cancellation notices

• Key achievements:-
• Provided effective customer/marketing support via Sales Executive liaison and best practice.
• Optimised client renewals on best available terms through effective liaison with underwriters and customer marketing exercises and personalised, tailored client handling, including monthly instalment plans/rolling-over.
• Ensured FCA – compliant customer correspondence/evidential renewal-new-revised policy terms/Motor Fleet and Motor Trade spread sheets sent on a timely basis.
• Maintained effective customer relations/retention in client liaison role through effective swift resolution of escalated complaints/concerns from less experienced staff.

• Key achievements:-
• Successfully assessed insurance cover needs, loss exposure, business continuity risk/cover, potential liabilities, applied terms/ discounts and exemptions for new/repeat business customers.
• Processed new quotations for Commercial Motor Fleet/Business combined and Large Farming accounts for key account customers on a timely basis.
• Maintained effective Broker/Agency network relationship through timely, effective agent liaison over product changes, rate revisions and company risk-type goals.
• Improved staff effectiveness/business through quarterly reviews, identifying training needs and providing training, feedback and team/1-1coaching.
• Successfully trained new staff on Motor Fleet/Commercial Business referrals -package policies to large accounts (up to £10,000/between and above £100,000).

Norwich, United Kingdom

• Key achievements:-
• Effectively reviewed/processed premiums, claims, treaty advices and satisfactorily resolved issues on a timely basis.
• Efficiently processed customer renewals/amendments/and quotations and swiftly sorted various Underwriters/Claims/Accounts Departments issues.
• Developed/maintained key contact internal/external relationships and facilitated technical issue resolution via Client/Broker/Underwriter meetings.
• Trained and mentored less-experienced team members to help improve service delivery
• Ensured F.C.A./Marsh E and O - Compliance/Service Standards/Business Controls and Departmental K.P.I.s were met.

Norwich, United Kingdom

• (Aviva, then known as Norwich Union) - Customer Services and Brokering Underwriter Key achievements:-
• Provided a reliable, timely, efficient, customer- focused policy service to direct customers, ex-staff members and brokers, including setting up/successful oversight of payment plans.
• Swiftly and effectively resolved customer/other issues/queries and complaints.
• Provided swift, accurate quotations and policy documentation for new business/renewals/revisions for personal/commercial motor, fleet, household and travel insurance.
• Supported other team members with the claims handling process
• Provided new entrants, one to one and other training, identified improvement opportunities through team checks and provided additional training/coaching, where necessary.

Education record

Nvq Level 2 Business Admin, Business Administration And Management, General