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• Seat on FI Leadership group• Deputise for Practice Leader when required on FINPRO Norwich Management group• Deputise for Practice Leader when required at meetings between Delta FS panel members and Placement Plus• Deputise for Practice Leader when required to attend meetings between ICG and insurers (either in person or virtually)• Host and attend insurer/colleague visits, when Practice Leader is not available• Chair FI Norwich eGroup if Practice Leader is not available• Chair FI Norwich Monthly meeting (along with setting the agenda if required), if Practice Leader is not available • Monitor workloads of direct reports• Attending interviews for prospective new joiners to the FI Norwich team• Assisting with the onboarding and system access for new joiners to the FI Norwich team• Onboarding of new joiners (direct reports), including but not limited to:o Actioning quickrequests for IT equipment and mobile phoneo First day office tour / roadmap discussiono Arrange training for relevant systems, along with access to sameo Probationary period reviewso Helped to develop and build new employee training frameworks, working process documents and first month induction plans for new team members and to support existing team members.

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• Underwriter meetings and calls• Mid-term amendments.• Continuing to build and maintain strong relationships with insurance markets.

• 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• Conduct all midterm changes all farming/motor trade/commercial clients• Conducted Quarterly audits for the company sampling a total 60 cases per quarter for all aspects of commercial business, samples taken from both new and existing business for each Account Executive.• Quarterly reports and submitted to Directors including feedback and requirements to be addressed with clear time frames provided.• Final Reports prepared and submitted to the FCA/ICS 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 existing loans.• 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 existing loans.• 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• Successfully liaised with customers/underwriters and settled insurance claims. • Provided/updated monthly Management Information re sales/turnover/debtors• Researched/recommended new, smart, better, cheaper, property owner insurance service provider for sign-off by Brokerage Proprietor, enabling business growth.• Ensured/reviewed compliance with FCA regulations and other requirements through individual/team audits and corrective action monitoring. • Successfully managed escalated customer issues/complaints• Managed staff performance appraisals, identified training needs and organised internal/external product/refresher training for new and existing staff team members.

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 existing loans.• 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).• Effective Motor Fleet/Commercial/Personal Lines Products Troubleshooting for new staff.

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.• Created new leads, supported and promoted new product lines to new/existing customers. • Ensured actions were FCA compliant through team and sample checks.

Education record

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