Steve Watson Email & Phone Number

Bristol, England, Gb

Bristol, United Kingdom

In addition to the below:• Overall management of the Account Executive team• Setting realistic and achievable annual targets for the team• Co-production of the LDPA annual business plan• Recruitment within the team, including induction plans and implementation• Quarterly reviews and annual appraisals• Training and development for team members• Monitor and production of monthly and year to date renewal figures and review against team and company targets

Bristol, United Kingdom

• Managing a portfolio of clients with a premium income of c.£2.5m and identifying revenue development opportunities• Working to and achieving annual company targets• Building relationships with key decision makers, being client focused and ensuring I have a sound understanding of the clients business and their needs• Account Maintenance – ensuring that service is delivered to the agreed standards, to include policy inception meetings, mid-term service meetings and renewal meetings… Show more • Managing a portfolio of clients with a premium income of c.£2.5m and identifying revenue development opportunities• Working to and achieving annual company targets• Building relationships with key decision makers, being client focused and ensuring I have a sound understanding of the clients business and their needs• Account Maintenance – ensuring that service is delivered to the agreed standards, to include policy inception meetings, mid-term service meetings and renewal meetings to present the relevant terms for the forthcoming policy period• Contract negotiations with underwriters to include terms and conditions of policy placements, obtaining written quotes and handling insurer queries and requests for information. Required for all policy renewals, mid-term adjustments and policy extensions• Market Relationship Management – Creating, maintaining and managing long-term business relationships with underwriters to enhance service delivery • Preparation of technical reports and renewal summaries compliant with FCA regulations• Work produced to a high standard ensuring that Insurance placement files are maintained and that the information is accurate, complete and up to date• Proactively manage a team workload and service delivery, always taking appropriate action to improve service standards and delivery• Market Advice – Provide advice to clients and colleagues on market developments and share knowledge of market trends Show less

Bristol, United Kingdom

Mortgage Case Manager within a specialist department dealing with a portfolio of Adverse and Self-certification mortgages, from application to completion.

Bristol, United Kingdom

Case Manager within the Customer Service team for existing life assurance policies.