Simon Oates Email & Phone Number

City Of London, England, United Kingdom

Working with leading insurance sector legal talent across all lines of insurance to enable corporate clients gain access to the very best innovative claims handling and risk consulting solution available. Covering all self-insured retention models (ground up) and with delegated authority from leading carriers, brokers, MGA's and captive/cell administrators.

City Of London, England, United Kingdom

Achievements and responsibilities:- Operated across the corporate arena and regularly met with corporate insurance managers and commercial brokers- Worked on international corporate opportunities- Raised the profile of Gallagher Bassett

Achievements and responsibilities:- Introduced risk consulting solutions panel- Introduced risk consulting associates panel- Developed 2019 departmental business plan- Working with divisional director, manager and the team to attract new business through new services, products and solutions

Newark, Nottinghamshire

Achievements and responsibilities:- Created brand, designed and built website for new law firm- Created marketing material for telematics company- Advised national charity on corporate engagement strategy- Designed and built website for swimming academy- Advised barristers chambers on Legal500 submission- Developed subsidiary recruitment brand (Frederick Squire Executive Search) attracting corporate client within first month and placing a candidate- Developed website and online portal for large regional financial services client to monitor candidate tracking

Lincoln, United Kingdom

Achievements and responsibilities:- Member of the management board (owners of business, myself for BD and marketing and fellow directors in finance, IT, compliance and human resources)- Created brand, designed and prepared content for website (nominated in the Good Web Guide 2016 for 'Corporate Website of the Year')- Created marketing plans for individuals, departments and the firm as a whole to ensure alignment with the overall business strategy following internal marketing audit- Development of SEO, PPC and social media campaigns leading to an increase in business- Established 'Client Care Team' responsible for engaging with all private clients to improve feedback and increase cross selling opportunities- Appointed as lead contact for key prospects and onboarding- Guest lecturer at the University of Lincoln Law Faculty delivering a lecture on 'Commercial Awareness in Law Firms'

Grantham

Achievements and responsibilities:- Member of the operations board- Created new website to increase online engagement and improve communication- Created business plans for the diversification of the business and introducing new legal disciplines to their service offering- Detailed business plan to affect closure of an office and exit of key person to provide catalyst for growing business from one office location to improve efficiency and EBITDA- Development of new business across all legal sectors and establishing collaborative working relationships with other law firms and professional service businesses- Creation of all marketing material, advertising material and communications- Submitted applications based upon achievement and consequently received the following awards: Grantham Business of the Year 2015, Recognition in Chambers & Partners and Legal500 client publications

Achievements and responsibilities:- Provided external marketing services to 40 law firms throughout the UK through the establishment of brands Client Legal, Go Compensate, Claims News and Oates Consult plus hundreds of regional domain variants.- Successfully re-branded a Yorkshire law firm and developed their marketing strategy to increase business- Engaged as a speaker at a legal/insurance conference in Manchester addressing incoming changes to the legal profession- Became more and more involved with a client law firm which resulted in joining them full time to head up their operations and business development

Achievements and responsibilities:- Member of the senior leadership team (CEO, myself for BD, HR & Finance)- Appointed first Head of Business Development for the firm- Worked closely with Partners in many diverse legal service sectors to develop a cohesive marketing and business plan for their respective departments- Advising Management Board and making recommendations in relation to adjusting the structure and strategy to reflect changes within the legal sector- Development of account management systems and appointed 'Account Principal' for several lead clients to oversee quality and allocation of new instructions- Pioneer of first co-operative law concept in the UK introducing 170K new clients to the firm in one business development initiativeSeconded to instigate and develop international relations with potential referrers of new business in Manila, Philippines- Creation of tender proposals and attending to deliver pitches for new business-Engaged in mergers and acquisition project management

Achievements and responsibilities:- Created department, recruited personnel and managed its success as head of department- Developed the claims management software system introduced to the firm to improve efficiency and maximise profitability- Strict control of budget and the creation of statistical information and reports on departmental performance and trends- Development of incentivisation programme and bonus structure leading to individual and departmental increase in profitability

Achievements and responsibilities:- Trained in law through distance learning programme with the Institute of Legal Executives- Developed 'Small Claims Advocacy' service travelling throughout UK to represent clients at hearings- Account handler for all claims at UK holiday and leisure business- Member of the legal team in high profile M2 coach crash litigation representing interests of coach manufacturer involving muti-jurisdictional issues- Reported case of Henshaw v North East Lincolnshire BD (CL/99/May)