Katie Wall, Cii, Maat Email & Phone Number

Cheltenham

Manage and drive sales across the A-Plan Group for Life & Health.

• Support the development, delivery and ongoing management of Personal Lines Broker business opportunities, incorporating Regional and National, ZPC and N&G.• Ensure we deliver the GWP plan by monitoring this on a weekly basis by linking across the wide business.• Monitor and carry out broker account performance using KIP’s for deal reviews and renewals; taking action where appropriate to ensure business objectives and GWP plans continue to be achieved.• Coordinate, evaluate and prioritise PL pipeline opportunities across all PL Broker segments.• Provide ad hoc support to Segment Heads and the National Development Manager.• Maintain regular communication across all stakeholders, ensuring all actions are delivered to agreed timescales and standards, and overcoming any challenges.• Host weekly trading meetings, preparing agenda and updates on opportunities and documenting all actions and owners alongside implementation of renewals across the business.• Support the tender process, working across functional areas to deliver a workable solution.• Support delivery of new brokers products and proposition through engagement with TPA’s, SWH’s and all internal stakeholders.• Train and support portfolio development management team and identify and act on ways to improve the business.

Glasgow, United Kingdom

Project work between two roles - Reviewing branch customers, business performance and distribution. Customer profiling including broker relationships to identify opportunities, grow revenue and profitability along with current pricing and market changes. Working with Senior Management, reviewing all commercial lines of business performance in line with the underwriting appetite, financial targets and growth strategy.

Birmingham, United Kingdom

Shropshire

Telford, United Kingdom

Shrewsbury, United Kingdom

High School, Gcse'S, A* - B - See Below

GCSE English Literature A* GCSE Business Studies A GCSE English Language A* GCSE I.T. GNVQ Merit B GCSE Science Biology B GCSE R.E. World.

Associate’S Degree, The Professional Body For Accounting Technicians, Level 2, 3 And 4

Activities and Societies: Financial statements • Understanding the regulatory framework, underpinning financial reporting, key features.