Daniel Blake Email & Phone Number

Manchester, Gb

Manchester, England, United Kingdom

Bolton, England, United Kingdom

Became part of AJG following the acquisition of Watson Laurie (with Bollington) in February 2021, with Watson Laurie becoming fully integrated into AJG in November 2021.

Bolton, United Kingdom

Responsible for the management and retention of a large account of existing corporate clients as well as securing the addition of new business prospects following introductions / referrals from existing clients and contacts.Required to have a comprehensive understanding of my client's business activities and exposures to risk through regular review meetings; on-going dialogue and conducting risk management surveys. This enables me to align risk management resources and tailor the insurance programme accordingly whilst working with the client to meet their strategic objectives.Keep clients fully abreast of ongoing exposures to their business and advise how these can be mitigated against by implementing various risk management techniques, modifying existing insurance policies; or purchasing new appropriate insurance products.Focal point to the decision makers of these businesses, whether that be the owner(s) of the business or the Financial Director. Other key relationships are needed with Health & Safety Managers; Operational Directors and Fleet Managers to name but a few.Close ties are required with underwriters and Account Managers at insurance companies to assist securing the best value possible from a premium perspective without compromising on policy cover.

Manchester, United Kingdom

The Schemes Account Director role covers many areas from the administering and servicing of existing schemes clients, which includes attending client visits, renewal administration, preparation of presentations to insurers, negotiation with underwriters, processing adjustments and preparing client reports and other documentation to securing new scheme clients and achieving growth targets.The 5 schemes within UKGlobal Schemes department are of varying profile and size serving a common purpose/requirement to its clients. The schemes range from small, inexpensive personal policies for a sailing enthusiasts' to commercial insurance for businesses of all sizes and stature who are members of an industry body in the credit industry. Aside from aiming to achieve organic growth in line with targets, the role has to ensure that all the above processes and service to customers and prospective customers are carried out in accordance with both company's ISO9001 procedures and guidelines and rules laid down by regulators, and specifically, to adhere to the company's policy on Treating Customers Fairly (TCF).The aim is to further assist UKGlobal in achieving its financial targets and goals by promoting other insurance and approved non-insurance products according to the demands and needs of the existing clients.The role requires close working relationships with underwriters when policy wordings, ratings, binding authorities are created, tailored and reviewed on a regular basis. Technical knowledge is applied to bespoking policy coverage where possible to make the cover as wide as it can be; relevant to the consumer/business; and exclusive. Working closely with business development executives and marketing departments in the promoting and communication of a new or existing scheme is also crucial.Away from the client-facing side, the role requires close monitoring of scheme performance in terms of producing financial reports and the quality assurance of the schemes staff.

Manchester, England, United Kingdom

Started at J K Lee Insurance Brokers, who were later acquired by Cobra and then became Cobra Corporate Solutions, which then was the subject of an MBO becoming UKGlobal.My initial role was to manage the insurance portfolio of a growing Commercial Client base, which are primarily small-to-medium sized companies paying insurance premiums from £10,000 to £1,000,000, although some larger clients achieve £75m+ turnover per annum.Duties include:a) Advising clients on risk management and insurance productsb) Building working relationships with clients at Director level and underwriters for insurersc) Revising, updating and providing Risk Presentations to the insurance market and subsequently negotiating terms with underwritersd) Presenting terms to clientse) Thoroughly checking policy documents in accordance with ISO9001 procedures to ensure that they will perform in the event of a claimf) Administering mid-term alterationsg) Processing and settling claims in the best interests of the clienth) Creating and maintaining an Insurance Synopsis summarising the key features of the insurance policy, including Conditions and Exclusions which the client should be aware of.During the past 4 years and in particular since gaining my ACII qualification in June 2011, I started developing my knowledge in an Account Executive role, which has (and will) involve:1) Pre-renewal meetings with the client2) Insurance surveys at client's premises3) Assessing risks to which clients are exposed4) Designing insurance portfolios5) Advanced negotiating with underwriters6) Providing advice to clients on how to deal with risks7) Presenting renewal reports to existing clients8) Providing a gap analysis on prospective client's insurance portfolio and then presenting a new business report9) Working with and managing Account Managers.

Widnes, Uk

In line with the company's bespoke MRP system, my fundamental role was to ensure that the factory had sufficient raw materials stock for current and future orders, whilst ensuring that cash wasn't tied up by overstocking.Orders negotiated and placed with key suppliers whilst ensuring the products met the requirements needed for the manfacturing processes and also identifying key moments in purchasing base oils in a volatile fluctuating market.

Portsmouth, United Kingdom

Year in industry as part of university course. Based in Portsmouth for shipbuilding company, which had divisions dealing in many other industries including Government sourcing. Role mainly focused on procurement for the business in particular for technology. Carried out a major project on behalf of the Group Procurement board which provided the company with a powerful tool to identify purchasing trends across the various divisions with a view to unifying them for greater flexibility for large scale purchasing under tender contracts with suppliers.This project formed the main topic of my dissertation during my final year at university.

Bachelor Of Science, Business Information Systems, 2:1

Education record