Sara Thake Email & Phone Number

London, England, United Kingdom

A specialist English and Welsh online wine merchant created as a result of a personal passion to improve the availability of home grown wines, and to promote the wider industry. The business is largely automated, allowing a hands-off approach.Company formationTender and project management of website design and buildFull automation of website ordering, courier management, finance system and stock control softwarePartnering and negotiating with vineyards and trade customersKnowledge of e-commerce business, SEO, the wine industry and social media marketing

Newmarket, England, United Kingdom

Yutree Underwriting, established 2012, is an underwriting agency writing and wholesaling bespoke insurance solutions at approximately £5m GWP. Nine different products are available to broker partners, ranging from small, high-street businesses to large, nationwide broking firms.Reporting directly to the Chief Executive and Managing Director. The position is incredibly varied, having worked closely with company directors from early years to present day. The business has evolved in many ways over the years, and work has involved building new products from scratch, transitioning from underwriting to a more wholesale-driven product suite, implementing new processes and controls, and recruiting to build a team that has doubled in size over the past seven years.Implementation and chair of team meetings and effective communication between all business departments.Supporting the wider business with strategic input, ideas and projects.Implementation and responsibility for the product sales process.Development of new products with insurer partners.Training of new employees to ensure consistency in process and regulatory compliance across the team.Training of new employees on Microsoft Office and insurance software use (Acturis)Responsibility for insurer and broker relationships.Reporting on underwriting performance.Implementing processes and controls and ensuring they are adhered to.Representing the business at trade shows and events.Internal auditing of quoted and written business.Underwriting and wholesaling bespoke, commercial insurance policies on behalf of insurance companies and Lloyd's syndicates for a wide variety of trades and products. Products include liability, contractors all risks, hauliers' liability, property, professional indemnity and JCT 21.2.1.

Cambridge, United Kingdom

Leader of our local insurance council.Overseeing all council activities including a series of CPD eventsHosting a formal dinner at Kings College, CambridgeReporting to CII centrally on all council activityRecruiting council members and mentoring the Deputy President to become successorEnsuring appropriate spending of annual grants

Cambridge, United Kingdom

Representing the committee at various events and influencing the committee's activities for the year. Formal committee roles as Communications Officer and as committee Secretary.

Cambridge, United Kingdom

Sitting on the committee of the Insurance Institute of Cambridge, and getting involved in running the Young Professionals Group. I also acted as Communications Officer, updating all website material, running the social media accounts, and sending all relevant e-flyers.

Saffron Walden

Maintaining a book of High Net Worth, non-standard and VIP clients for a regional brokerage based in Saffron Walden.Meeting with clients as appropriate, including for insurance surveys and relationship management.Transacting new business, mid-term adjustments and renewals.Negotiating with insurance companies to ensure the most appropriate product and price for company clients.

Saffron Walden