Association of Gloucestershire Business Groups (AGBG) has been set up to support and act as a backbone to 'independent' Groups & Chambers and is open to all business groups across Gloucestershire. To innovative and share best practice, encourage discussion, encourage peer-to-peer support, increasing revenue streams for all our business groups who work towards supporting their own local economy.Participate; Signpost; Connect

Cross selling additional services to existing book of business. Looking for opportunities to develop new relationships. Obtaining new commercial accounts for insurance placement and risk management consultancy.

Managing a portfolio of existing commercial clients. Won and retained new client relationships. Highlighted previously I identified risks and recommend ways of managing or transferring them.

The principal area of work is within motor claims management (Swiftcover and AXA Direct brands). An internal business consultant providing a wide range of guidance and governance for particular business strategies and practical implementation of those strategies. Project managed a team that changed suppliers for vehicle repair network for a global insurer; saving £11m pa, improved customer service and reduced administration costs.Overhauled complaints and compliance processes for operational business units – ensuring adherence to FCA regulation, enhanced response times and improved outcomes. Oversaw audit planning and corrected issues arising from internal and external audits undertaken.Implemented a risk based review of contract management – identifying key gaps in controls and took corrective action.Mapped workflows for operational processes (VISIO) leading to; identification of wasted resource, prioritisation of change projects. Then created robust recovery plans and improved knowledge of critical paths, proposed (and implemented) changes to customer journey.Halved expenditure on post and print cost for a site of 50 employees Managed audit plans for third party suppliers, creating confidence in the services and adherence to the service level agreements by them. Project managed relocation of 65 staff to new location; oversaw location improvement, IT infrastructure changes, negotiated supplier contracts, ensured smooth removal and relocation on time and within budget.Owned third part supplier arrangements; negotiated contracts, reviewed and tracked Key Performance Indicators (KPI’s), resolved disputes and improved customer journeys.

SIMS provided an outsourced claims handling service for insurance providers. The operation was designed to fight for every penny within a low cost operating model.Following the acquisition of SIMS by AXA in 2009, and subsequent re-structure, the former owners of SIMS assumed responsibility for all of AXA Personal Lines claims handling operations. This incorporated; SIMS Claims Services, Knight Law and Knight Rehabilitation Services, as well as existing personal lines claims handling operations. Activities included review and improvement of customer service proposition, supply chain management and procurement, motor engineers and repair network, risk and compliance, facilities, contract creation and negotiations, change management and project management. This was across multiple site and servicing major brands such as Swiftcover, AXA Direct, M&S, Sainsbury’s, John Lewis and TUI.

Manages team of 6 sales and commercial account executives for local region. Develop sales strategy and marketing plan. Implementation of sales to new relationships. Manage sales process and targeting prospects. Introduction of relationships with other professionals to "cross sell" professional services.Previously part of Broker Network - ensured compliance through process improvements.Achievements• Implemented sales and marketing strategy• Headlined additional insurance products sales to existing clients• Managed outsourced suppliers for risk consultancy • Secured own targeted new business wins

Risk Consultancy Sales Leader 2002 - 2005Determines strategy and increases sales. Coach’s external team (5 client service and 3 new business). Enhances account penetration and retention. Produces cross sales for group companies and business influencersAchievements• Driven service team to sell additional insurance products and risk consultancy services – Projecting to achieve 83% growth in value (from £275,000 to £502,000 fee income) by year end.• Regional champion for new product initiatives – creating new sales• Secured own targeted new business wins• Delivered board level risk evaluation projects – Prioritising business issues and mitigation strategies. Client Executive 1999 - 2002Clients ranging from £10M - £160M turnover. Portfolio of 23 accounts with £420,000 income. Achievements• Development of portfolio from £120,000 to £400,000 renewable business over a three year period.• Regional award for cross selling and additional service sales (28% by value in final year)• Regularly exceeded expectations in financial and account retention targets • Risk Management and Captive studies for clientsDevelopment Executive (New sales) 1994 - 1999Closer of new business from self generated leads. Profitable relationships with principal contacts (usually financial directors) of mid-market companies (£10M -£150M turnover). Achievements • Regular bonus achiever, winning new client accounts • Particular specialisations and campaigns with Professionals and NHS Trusts• Risk management services sales• Developed understanding of Marketing principals and practice

Excellent training and support to understand the principals of insurance and good quality account management - a great help in developing the skills I would need for the future!