• Business lead for all health lines within YuLife. Including sales planning, lead generation, creating new opportunities, block business transfers, and setting and achieving GWP and ARR targets• Project lead to develop and implement new product lines including App enhancements (which for health brought about the introduction of YuLife into the health market)• Recruiting, training, leading, and coaching a new sales team including MEDDIC training, weekly deal reviews, assisting in intermediary and client meetings and identifying SaaS opportunities for uninsured populations to increase revenue• Overall management for the insurer partners including day to day contact, quarterly governance, escalation point, identifying new growth opportunities, and stakeholder management• Writing tender responses, supporting strategic intermediary meetings to agree deals etc • Responsible for developing cross sell processes between product lines such as risk products (GIP and GLA) and upsell into existing clients• Collaboratively working alongside other departments such as Underwriters, Finance, Marketing, Legal, Partnerships, and Compliance for successful outcomes • Actively seeking and identifying new business opportunities for both healthcare and YuLife SaaS propositions. Supporting stakeholders in the implementation of specific strategies• Managing internal and external stakeholders including reporting to SLT and Founder levels on progress

My role was to open up, develop and lead one of the UK's largest intermediary accounts providing their corporate clients with corporate risk products such as life insurance, income protection and critical illness products all brought together with YuLife's award winning health and wellbeing SaaS solution. Whilst my role has many facets it includes:• Recruiting, managing and coaching a team of Sales Reps. Role included assisting with adviser planning and management, deal reviews, identifying sales opportunities etc • Agreeing, implementing and driving forward the overall account strategy including achieving challenging GWP and ARR targets ,• Monthly and quarterly governance meetings across all levels including Team Leaders, Regional Team Leaders, Senior Leadership and Consultant Delivery • Responsibility for the new business growth in this account for across Large Corporate, Mid-Market, SME as well as Global• Implementing sales strategies for high value clients as well as renewals such as MEDDIC• Identifying areas of mutual growth opportunities • Working with Insurer Partners to better target up and coming cases

• Leading the UK dental and optical sales team.• Working with senior leadership to formulate, agree and set in motion short to long term sales plans.• Responsible for annual sales targets• Delegated pricing and underwriting authority• Analyising and presenting MI and commentary back to the business• Responsible for team budgets and managing direct reports.• Key Account Manager as below as well as Account Director for the regional panels.

Role involved...• Team Leader – line managing a team of sales consultants • Managing the portfolio of ‘Key Account’ intermediaries whilst supporting the regional portfolios as Account Director. • Chairing quarterly governance meetings, driving and analysing performance, formulating and setting in motion long term strategies. • Attending client pitches, proactively targeting up and coming cases, negotiating terms and building in longer term pricing. Maintaining KAP’s and training consultants.• Identifying, targeting, and developing new revenue opportunities via intermediaries, partnerships and direct marketing etc• Account management of certain large corporate clients across banking, FTSE 100 or equivalent. Chairing regular meetings, first point of contact, cross selling other parts of the Unum, carrying out the renewal and maintaining key account plans.• Developing B2C distribution opportunities. Devising and launching bespoke offers and campaigns. Monitoring results and suggesting alternatives to increase traffic and conversion. • Delegated pricing authority. • Tender writer with success in securing numerous preferred broker partner deals and large sized client arrangements• Developing marketing plans and devising online and offline marketing campaigns

National Dental Plan were one of leading providers of dental and optical solutions in the UK market. NDP were acquired by Unum

Identifying and targeting new corporate partners to distribute health products through as well as developing and managing existing corporate relationships. Implementing new marketing and sales campaigns and integrating other parts of the AXA group into the relationships. Accounts included the British Chambers of Commerce and regional Chambers and Barclays Bank.Identifying underperforming (often non healthcare) intermediaries and implementing ways to increase business and ultimately revenue or discussing alternatively distribution models (e.g. introducer, tied etc).

UK wide role. Advising and selling a range of health insurance policies into corporate businesses across the UK. Cross selling other products including dental, travel, cash plans, occupational health products as well as lead generating for other parts of AXA included AXA Insurance and AXA Wealth.

Account managing the largest intermediaries in AXA PPP healthcare on a new business and renewal basis. Assisting with all aspects of the sale across individual and SME healthcare products plus encouraging sales of travel, cashback and dentalNegotiating terms to win new business and retain existing business

Managing a portfolio of corporate clients on a direct basis with a specific focus on securing renewals and organic growth

Line managed 7 members of staff