Jo Davies Email & Phone Number

Managing a portfolio of SME group risk clients, including all aspects of policy administration and policy management. Maintaining high levels of client satisfaction and developing and maintaining strong relationships with the group risk insurance providers.

• In my short time I have had great success in getting a huge percentage of schemes engaged with Help@hand, as well as running Wellbeing Ready sessions, supporting my consultants and proactive management of quotes and after sales. • Proud to be ‘Runner -Up’ in the SE/KAC/PAC/Dental Support of the Quarter - Q4. • Heavily involved in the promotion of LinkedIn, and currently have over 27,500 connections. Creating client engagement is key to retention and I pride myself on offering a ‘personal touch’ that allows me to do this.• Proud to be ‘Runner -Up’ in the SE/KAC/PAC/Dental Support of the Quarter - Q4. • Heavily involved in the promotion of LinkedIn, and currently have over 27,500 connections. Creating client engagement is key to retention and I pride myself on offering a ‘personal touch’ that allows me to do this.

• Seconded to this position during the pandemic as they needed support due to a backlog of work. Invited to apply for the position on a full-time basis. • I was tasked with providing customer engagement solutions to ensure that the level of service around Unum’s health and wellbeing service proposition was well embedded driving customer engagement, take up and usage leading to a clear demonstration of return on investment, supporting customer wellbeing strategies, and delivering increased retention therefore growth for Unum.

Bristol, United Kingdom

• Involved in introducing new partners to our unit rated approach to group risk and dealing with the ongoing account management. Two partners were brought on myself through my contacts on LinkedIn. • We grew a proposition from the ground up and supported the whole client journey from engagement to on-boarding to support down the line.

Bristol, United Kingdom

• Looked after IFA firms throughout the UK and increased new business submitted as well as looking after existing schemes. • Worked closely with the broker services team aligned to my panel and with other departments such as claims, marketing and underwriting to get the best out of my panel. • During my time in the team, I took on many projects such as working with Partnerships, lead allocation and development, creating a highly successful partnership with both broker services teams that have supported me, mentoring, and setting up a ‘Best Practice Forum’.

• Role involved comparing life and annuity quotes for customers transferred from the lead provider and managing the case from start to end, making sure our customers understood the product and added value services available. • I was heavily involved in several projects, working closely with senior stakeholders in order to push products forward.

• Looked after several accounts across the UK and increased sales of income protection as well as looking after existing business and presented to companies when necessary. • Managed a team of 3-4 tele sales consultants as well as being a link to other departments for our team. • Involved in the Achieving Service Excellence project as well as taking on a variety of other roles outside my job specification. When the individual products were withdrawn from the market, I was one of three people kept on as a business development consultant.