Managing and developing broker relationships across the central region to generate sustainable, profitable growth through new business wins and retention of existing business.

My main aim in this role is to takeover and manage the relationship between the Spalding branch of Clear Insurance and the majority of their top 50 clients. These clients are from varying sectors and industries including Agriculture, Manufacturing and Wholesaling to name but a few with a policy portfolio covering the whole spectrum from Commercial Combined, Fleet and Marine Cargo to Cyber, Professional Indemnity and Directors and Officers.The key to this role is building and maintaining profitable relationships with these clients by inspiring trust and confidence in the advice and services I will provide, building credibility in myself and enhancing an already excellent relationship with Clear insurance. Alongside regular client visits and reviews a large part of my role will be networking and embedding myself in the local community, being the name to speak to for insurance needs and general business advice.While this is primarily a servicing role, I also have new business targets to meet to help with company growth aspirations. This will be achieved through effective pipeline building using previous clients and a variety of prospecting methods targeting our highest converting sectors and niche areas where we have market leading schemes and binders.

Within this role I work collaboratively with Head Office and the agency network (NFU Mutual Agencies) across the midlands and east regions, with a target to grow panel GWPI. I provide strategic level advice, supporting my agencies to realise capabilities and develop business plans, which in turn enable the identification, acquisition, sector penetration, marketing, funding and retention of target sector businesses. My target is to grow panel GWPI, over 3 years I have achieved a 21% increase, with growth from £25.4m to £30.8m. With regards to this, and other targets, I continually review performance, implementing adjustments where possible and updating management on achievement. Working with a variety of agencies, it is essential that I understand individual values, ethos and agency strategies in order to inspire confidence, provide support and align their goals with the wider company goals. I work closely with agencies communicating at all levels from senior management to administration staff to develop short and mid term plans, working with them throughout the term, and providing technical advice. Through my collaborative work with agencies and end clients, I uncover hidden insurance needs and provide solutions to address unknown vulnerabilities. I communicate in a clear, concise manner highlighting risks and proposals. Other aspects of my role include holding a seat on the National SDC Committee representing the Midlands, and overseeing high value tender processes to deliver a unique product.

Within this role, I line managed a team with a focus on improving from an underperforming team to exceeding expectations. Through effective coaching, support and performance management this was achieved and the team went on to exceed targets. I communicated extensively with internal colleagues and departments (including HR and compliance) as well as external stakeholders . In collaboration with colleagues, I led on process improvement – managing the full cycle and communicating changes internally. With a commitment to process improvement and driving efficiencies, I created process maps for sales processes and client journeys which I presented to the board of directors. This required me to consider risk and analyse information in order to present compliant proposal, within a highly regulated area.I designed and delivered both on the job and classroom based training, and delivered induction sessions to new staff. All actions were focused on maximising profitability and productivity ,and delivering client-centric enhancements in line with the company’s strong ethos, values and core beliefs.Towergate Insurance are one of Europe’s largest independently owned Insurance Brokers. Towergate has an ethos which I completely agree with, putting the customer first and at the heart of everything we do. This ethos makes every sale and everything we do all the more fulfilling.

This was my own company, which I ran jointly with a business partner. I undertook all aspects including strategic direction, business growth opportunities, goal setting, finances (including budgets, expenditure and profit and loss accounts) and networking.I led on both traditional and digital marketing, and qualified in Google AdWords to drive our online success.I liaised extensively with customers, managing complaints through to a satisfactory resolution and acting as a company ambassador at all times.We worked in accordance with legislation, statutory guidelines and policies, and I ensured compliance at all times.I maintained awareness of commercial activity, competitor analysis and market trends, leading on lead generation and evaluation including ROI. I analysed, collated and interpreted a range of data which informed future decisions and direction.

Advising customers on general insurance, cross-selling products, managing a team of advisers to weekly and monthly targets, in house software development.

Advising on specialist insurance lines, relationship building with motorcycle dealerships, up-selling products,