○Assisting in the underwriting and expansion of a profitable account in full accord with the binding authorities. ○ Named on the insurance binding authority agreement.○ Responsible to support the underwriting of renewal accounts (above my binding authority limit) and new business accounts ○ Underwrite renewal accounts within my binding authority limit○ Support the underwriting and processing of mid-term adjustments and cancellations○ Maintains a strong relationship with brokers ○ Responsible for the processing of new business quotes and cover notes for direct customers and brokers

○ Supporting the Underwriters to ensure they have the full details of risks prior to them assessing.○ Keeping records of risks up to date including those classed as a higher value.○ Running reports off the in-house system and organising in excel to provide to Underwriters.○ Working closely with an Underwriter and a particular broker transferring a book of risks from another Insurer to our Insurer.○ Processing a huge book of risks upon introduction to a new broker.○ Continuing the responsibility for the processing of new business quotes and cover notes for direct clients and brokers.

○ Communicating with brokers and direct clients to obtain details of the risk/s○ Obtaining further risk information requested by Underwriters○ Processing new business quotes and cover notes for direct clients and brokers○ Issue policy wordings and relevant documentation ○ Maintain accurate up to date records

○ Responsible to transfer a book of business to Unisys. Working away from home for 3 months.○ Working alongside the Phoenix Life team I learnt how to administer their clients pensions and the background of their organisation. ○ On completion of the transfer I was responsible for the administration of Phoenix Life Limited pension schemes within Unisys. ○ Calculating fund values, providing clients with value statements, including contributions and disinvestments. ○ Maintaining contact with IFA'S, Bank Managers and their Secretaries.

○ Processing life insurance policies, including contributions and disinvestments. ○ Process cancellation requests ○ Liaising with colleagues in the call centre to answer any queries they or the client may have. ○ Support other departments to successfully decrease their work volume. ○ Input ideas in meetings to improve company procedures and computer programs. Input was accepted with gratitude and recorded with my productivity, quality and utilisation.

○ Updated existing and new client records on a regular basis ensuring no correspondence was mislaid.○ Communicate with Colleagues throughout the company by telephone, to locate and produce files. ○ Often chosen by Colleagues to complete an urgent file search or for a rapid response to obtain information○ Responsible for management of the client data base with administrative duties.