• Self generation of business, via direct marketing, networking and word of mouth.• Provide new business quotations for all classes of Non-Investment and General Insurance on request, providing relevant advice, information and guidance.• Employ personal/commercial fact find to identify long term client objectives• Prepare bespoke customer correspondence detailing findings of fact find, make recommendations, how those recommendations meet client requirements and any shortfalls in client stated requirements.• Where customer’s requests are more complex prepare manual insurance market presentations, relay and discuss risk with underwriters negotiating appropriate terms.• Using a range of online systems to generate quotes, certificate of Insurance, policy schedule, policy documentation and key facts to clients.• Take instructions from clients, ensuring cover commences at correct time, all relevant documentation is accurate and complete.• Ensure full payment is collected or deposit taken and premium finance set-up and all advice given and documentation issued as appropriate.• Required thorough knowledge of underwriting and rating factors, and how these are applied in relation to all major classes of personal and commercial insurance• Full understanding of company procedures including; treating customers fairly and customer complaints procedures. Conduct business in accordance with FCA guidelines and regulations.

• Advised sale of protection products to business owners, employees and the self-employed• Appointment generation via targeted direct marketing, telesales and canvassing• Undertake continuous personal development to maintain company service standards• Commended for level of cross sales• 87% customer retention

• Responsible for successfully delivering multiple projects against agreed scope, budget and schedule. Whilst supervising and motivating multi-discipline teams• Market evaluation and full implementation of Dealer Management System, including system integration, staff training, establish base line performance indicators and monitoring.• 23% reduction in supplier costs• Introduction of company manual, job descriptions, company structure significantly improved staff motivation, job satisfaction and performance; encouraging stepping-up with structured succession planning.

• Responsible to a board of directors for the complete day-to-day operation and strategic development of the company. • Responsible for overall contract and key account management.• Developed business plan to deliver B2B services securing a 3-year R&D contract valued at £1.5M. One of four contractors selected from twenty-two nationally. Exceeded targets by 15%, securing additional 10% revenue. • Secured £110k private and public finance to prove the principle of the application of QTC (unique conductive polymer) in 6 axis controls. Established co-ownership, material supply, and IPR transfer agreements• Managed company restructuring, business expansion and premises relocation in 2004.• Achieved 18.6% take-up and £140k in new business over 6 months via a national B2B marketing and sales campaign.• Through implementation of a structured training programme successfully attained first Certified SolidWorks Professional (CSP) users in the North East of England. (Achieved 4 CSP users out of only 11 in UK at time in June 2005)• Recognised by Government Office for the North East as an example of best practise