Sadnah Holmes Email & Phone Number

Lewes, England, United Kingdom

• Maintain and develop existing commercial portfolios including property, liability, PI, directors & Officers liability motor fleet, motor traders and contractors all risks
• Typical example: Growing a material damage & liability portfolio from £20,000 to £140,000 GWP.
• Write new commercial business portfolios; most recent largest GWP of £150,000
• Deal directly with clients, independent financial advisors, Lloyds Underwriters and composite insurers
• April Account Retention 97%; average monthly account retention 2019 – Present: 92%

Lewes, England, United Kingdom

Haywards Heath, England, United Kingdom

April 2010 Marsh acquired HSBC

Haywards Heath, England, United Kingdom

• Managed and serviced a complex range of general insurance and SME companies
• Handled approx. 20 – 25 clients at any one time
• Fee range from £15,000 to £50,000
• Ensured client retentions and account growth
• Attended regular client meetings to discuss options and ideas
• Kept up to date with training and compliance

• Management of insurance for SME accounts
• Fee range from £1,000 to £10,000
• Serviced clients of the Federation of Small Business (FSB)

• Serviced Commercial and Corporate Clients
• Worked in teams with Account Executives and Directors
• Fee range from £2,000 to £20,000
• Serviced clients, negotiated best terms from Insurers, and drafting slips (MRC & MRCE) for Lloyds Underwriters
• Prepared Presentations, Insurance Reports and Registers
• Met with clients, Insurers and Lloyds Underwriters

• First career in Insurance as clerical staff
• Underwent general insurance training; underwriting and dealing with National Brokers

English, French, Geography

Including English And Mathematics