Manage the priorities for the property and casualty trading team of 9 underwriters, development underwriters and senior underwriters delivering customer service expectations for Leeds Commercial branch portfolio.Support the development of a trainee program for fleet underwriters and work with the operational leadership team to recruit the trainees for the program.Design, build and implement new processes for monitoring, managing and controlling renewals and new business. This includes creating business control logs and chairing trading review meetings.Support the Branch Manager and Sales Manager in completing the operational plan for 2024.Prepare weekly trading forecasts and commentary.Work with the operational leadership team to restructure the trading teams.

Set the strategy, agreed the resource requirements for delivering customer SLAs. Evaluated FTE requirements and costings to support tenders.Established a culture of employee led continuous improvement, focused on process effectiveness and efficiency.Led the team specifying system changes and documentation of all operational processes, audit processes and reporting processes to be used to support customer audits and underpin responses to bids and tenders. Led a team of up to 60 in the UK and Canada, including office, home and a field based, ensuring agreed service levels and quality standards were met for customers. This included responsibility for wellbeing, conducting disciplinary hearings and investigations, setting and monitoring performance improvement plans.Supported HR team in the development and delivery of performance management framework, succession planning, learning management system and development framework, and securing Investors in People.Won the 2020 Senior Manager / Director of the year.Managed device manufacturers ensuring stock levels were at the minimum viable to always meet customer service levels. Chaired the IMS forum, dealing with device performance, development and production. Attended customer partnership review meetings, presenting operational performance overview.Managed relationships with key clients, linking with all IMS departments to ensure service delivery and proposition development was in line with customer expectations.Managed service delivery and quality for, fitting and delivering telematics devices for all UK and Irish customers using IMS and third-party resources. Managed device and app performance for all live customers.Supported customers handling complaints, preparing data and technical statements to support the responses.I managed project workstreams delivering operational process and systems for new customer propositions including managing the tender process for selecting third-party service delivery partners.

Designed, built and implemented operational reporting to underpin service level adherence, team and individual development and performance management, customer reporting and supplier management.Managed team reviewing device and app performance for all live customers including reviewing telematic data for customer speeding events.Represented operational team at customer partnership review meetings, presenting operational performance overview.

Invited to join Trak Global Operations Team by CEO for Insurance Business, having worked together previously. Key responsibilities:1) Reviewed operational processes to underpin design and build of new operational systems, in addition recommended any changes which would deliver immediate efficiency improvements.2) Reviewed available data and reports and recommended a reporting suite for managing operational performance.3) Assisted in the response to customer tenders.4) Designed, built and implemented a forecasting tool, used for forecasting customer sales volumes, sales income and direct cost of sales.

After working with the Broker businesses as Finance Business Partner I was asked to take a leading role in developing the strategy for the Broker business and to remain in a business role to support the delivery of the strategy. I took a number of different roles within the broker business as part of my development towards a more senior role.- I set the priority for divisional pricing, underwriting and systems change resource across 40+ programs and projects concurrently. Change programs included third party suppliers and customers.- I led a team of project managers developing them, motivating them and ensuring delivery of project objectives, managing all stakeholder expectations.- I set the terms of reference for all profit & loss boards, product boards and change & deal committees. Managing the boards and forums to the agreed terms of reference. In all forums acting as Chair, Secretary or both.- I project managed the tender response for £250m Affinity Partner account. RSA bid was successful.- I project managed Broker Personal Lines division resource for all Group initiatives and statutory changes, also acting as subject matter expert on systems, customers and processes.- I led, developed and motivated a team of account support agents providing direct support to customers in respect of insurance processes, products and systems.- I designed and specified a broker level Management Information System, supervised the system build, signed-off and implemented into the business. - I led a cross functional team creating requirements for a new pricing and underwriting systems. In addition to working on the project team I was a key member of the program steering committee, presenting weekly updates, recommending next steps and leading the discussion for any required decisions.

I joined RSA Group in 1994, where I progressed through project, operational and leadership roles in finance before becoming a Finance Business Partner in 2002. Key responsibilities:- Attending divisional and product boards, presenting results, forecasts and budgets and collaborating on business strategy with leaders from all business areas.- Preparing budgets and forecast with Senior business leaders, supporting them in budget sign-off meetings with Divisional MD.- Preparing weekly performance indicators and liaising with business leaders to keep business performance on track with latest forecasts and budgets.- Evaluating customer and product propositions and approving or rejecting projects / deals based on financial and business evaluation.- Supporting pricing team with contribution based pricing, reviewing pricing proposals and agreeing decisions to optimise profitability.- Preparing results for individual Broker and Affinity Insurance Partners, used in partnership review meetings and for profit share calculations.- Collaborating in cost saving projects, re-structure projects, rationalisation projects and process changes. - Developing, motivating and leading up to 5 finance business partners and business analysts as RSA created Finance Business Partner Roles and separated transactional finance roles from business facing finance roles.

My key skills and experience gained whilst working in finance roles:- I attended divisional and product boards, presenting results, forecasts and budgets and collaborating on business strategy.- I evaluated customer and product propositions and approving or rejecting projects / deals based on financial and business evaluation.- I developed, motivated and led up to 20 employees producing results, managing ledgers and credit control.- I prepared the financial assessments for major cost saving projects, re-structure projects, rationalisation projects and process changes. - I was Business Subject Matter Expert for Broker Channel when implementing SAP as the new finance system. I designed the business reporting hierarchy, wrote user guides and delivered training to all system users.- I designed, built and implemented an expense allocation model for RSA Personal Lines business which enabled expenses to be understood at intermediary level. Saved over £1m in profit share payments in the first year of implementation and was the foundation for many other cost evaluation projects.- I designed, built and implemented product level forecast and budget models, used to prepare divisional submissions to Group Head Office.- I designed, built and implemented business segment reporting then used this with business segment leaders to manage profitability.