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 outside the insurers appetite.

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 rely on. Clients using Oakwood benefit from a personalised experience with an advisor they can build a reliable and trusted relationship with. Our clients also have the benefit that Oakwood are part of one of the largest nationwide networks of financial advisers in the UK and the guarantees that come with being part of the Network.Our approach is very straightforward and guarantees that we are in a position to provide bespoke advice to best meet the needs of each client:► Understanding your goals by collecting all relevant information► Analysing that relevant information► Designing and implementing your agreed strategy► Regular reviews to ensure consistency; a report every quarter and an annual review

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.• Maintained high level of knowledge on insurance productsKey achievements:• Successfully managed several of the larger portfolios, and achieved a retention rate of 98% and substantially surpassed growth target. • Placed on Aon’s future high achiever scheme within his first year, meeting with members of the UK board on a quarterly basis. • Built good working relationships with numerous underwriters, which has really helped win business for both parties and retain clients.• Produced training guides for the Cardiff new starters and visited the office to help them become competent • Reduced inherited debt by £300,000 within three months of receiving book of clients, maintaining the level of client debt to a minimum.

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.• Recording and reporting weekly figures to the board.• Hitting targets for new business, renewal and cross sales. Key achievements:• Ran the Household insurance portfolio for the office, and increased the retention rate of our existing renewable business by 9% to 89%. • Grew the Household portfolio by 15%, (2014 growth was 4%), by implementing numerous schemes. • Whilst providing excellent client service at all times, sold policies on a consultancy basis to ensure each client had a policy that best suited their needs. • Consistently earnt the most commission and charges in the office, surpassing targets.

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