Christopher Toms Email & Phone Number

Saltash, GB

With 17 years’ experience within financial services and insurance, I pride myself on delivering exceptional customer service and am committed to provide the best solution tailored to each client and their requirements. At Gauntlet I have built strong relationships with my clients and insurers, enabling me to deliver top outcomes for my clients, even when.

Woking, England, United Kingdom

Pensions: Investments: Protection: Business Protection: Inheritance TaxWith 15 years’ experience within financial services and insurance, I pride myself on delivering exceptional customer service and am committed to provide the best solution tailored to each client and their requirements. At Oakwood we provide advice you can trust, from advisors you can.

Alton

• Key responsibilities:
• Looking after a book HNW clients
• Surpassed the department new business income target for the year, by the end of the first quarter.
• Preparing renewals for clients, contacting the market for alternative quotations, and growing the client’s portfolio.
• Dealing with queries and contacting the client throughout the year to build rapport.
• Maintained high level of knowledge on insurance products

Farnborough, Hampshire, United Kingdom

• Key responsibilities:
• Looking after a book of UHNW and HNW clients including some of the wealthiest clientele in the world.
• Preparing renewals for clients, contacting the market for alternative quotations, and growing the client’s portfolio.
• Dealing with queries and contacting the client throughout the year to build rapport.
• Assisting colleagues with difficult queries or adjustments on the Hiscox binder.
• Training new starters on processes and best practices.

Weybridge

• Key responsibilities:
• Running the office in the manager’s absence, ensuring the office targets for sales are reached.
• Business development.
• Acting as the first point of contact in the office for any technical queries or complaints.
• Arranging policies for both non-standard and high net worth clients.
• Training new starters in all aspects of their role.

Derby, United Kingdom

Successfully designed and then implemented a trace process which resulted in the client contact rate increasing dramatically from 25% to just under 80%. This in turn meant that the credit card balances saved went from an average of £380k/month to £1.4 m/month. The trace process was implanted to the rest of Egg collections.

Bachelor Of Science (Bsc), Forensic Science And Technology

Education record