Account Executive specialising in the independent schools sector. Hayes Parsons, an independent Bristol based broker required a representative in the South East. Hayes Parsons, founded in 1964 have been providing insurance and risk management solutions to the education sector for 30 years. Formerly the education side traded under the name EIS but this changed in early 2017 when it was decided that all services would be brought to our clients under the one uniform brand of Hayes Parsons.

Account Executive specialising in the Independent Schools sector. Requested by JLT to join them to help set up an education division. After a year the company that we were in was sold and the project ceased.

Working for Marsh Education Practice specialising in arranging insurance for Independent Schools, Further Education Colleges and Academy/Free Schools.Responsible for a selected number of clients in Kent, Sussex, Surrey and London:• Provision of bespoke advice to schools in the Independent and State sectors.• Understanding individual clients needs and ensuring the insurance programmes continue to meet the changing needs of clients, adapting these as necessary.• Ensuring that Bursars and School Business Managers have a full understanding of the insurances in place and drawing their attention to emerging risks and arranging protection accordingly.• Develop new business in both the Independent and State sectors, through direct cold calling and through recommendations from existing clients.• Preparation of risk information reports submitted to insurers that would determine the basis of cover and terms to be offered.• Particularly in the State sector, the provision of guidance to School Business Managers in setting up an insurance programme from scratch and ensuring that they have a full appreciation of their own needs.• Offer and present suitable solutions from other Marsh & McLennan companies and third party providers to meet needs of clients where Marsh products were not available.This included overseeing smooth handling of renewals and new business to ensure client satisfaction and assistance in claims matters, risk management assessment and survey / security advice as and when required. Seminar and Conference presentations to promote products and to increase company profile for development of future business.

Worked for the corporate division of Towergate Broking at Sevenoaks. Responsibility for:• Maintaining customer relationships• Understanding clients’ business and risks and their approach to risk management and insurance. • Prepare reports to assist broking process, designing bespoke packages to meet client needs. • Offer and present insurance solutions including insurance policies and other risk management solutions • To expand existing client portfolio to include additional covers and to produce new business.

Initially looking after the WSGA (West Sussex Growers’ Association) and then from July 2005 amalgamating the WSGA with the Midhurst NFU (National Farmers Union) branch to form a new office at the Pulborough site. • New business growth including general business, financial services, finance and risk management services• Responsible for 7 staff including recruitment, training, coaching, appraisals and general motivation• Agency budget and control, compliance with FSA regulations• 25% of time was contracted to WSGA issues including making representations on members’ behalf to political bodies, local authorities, members of parliament and trade magazines. Responsible for PR in the local area, including representing the horticultural sector at various meetings to address public concerns.

Initially looked after four agencies in West Sussex, in 1993 was given the Isle of Wight and South Hampshire agencies as well. • Responsible for new business production and provision of technical advice to prospective clients• Responsible for assisting the agents to meet their targets for new business, risk management, and compliance with company regulations• Responsible for developing new agents and training and motivating existing agents on new products• Assisted agents with staffing issues and credit control • Regular auditing of agencies in order to ensure most effective systems were in place to run their business/agency• Prospecting for new business, implementing new marketing initiatives to increase client base • Regular review of existing key accounts to maximise current client business through effective customer care and control