Dynamic and driven Policy Manager with 10 years career experience, possessing CRM and CLCS designations. Maintains key focus on business development, client retention and satisfaction, and team leadership. Demonstrates excellence in communication and analytical thinking abilities.
Sales and marketing
New business development
Hattler Insurance Group 4/1/2010 to Current Policy Officer London
Monitor and report on sales targets and staff performance.
Collabourate with underwriters to amend policies in order to meet customer needs and expectations.
Gain new business through marketing material creation and identification of penetrable markets.
Priority One Financial Services 3/1/2007 to 4/1/2010 Policy Officer London
Maintained detailed knowledge of existing products and services and determined new product line profitability.
Consulted clients on coverage options and suggested policies based on need.
Developed strong business relationships with partners, clients, brokers, and agents.
The Broward Group 12/1/2004 to 3/1/2007 Policy Officer London
Prepared coverage analysis for individual policies, to be reviewed by Supervisor.
analysed stratifications and loss summaries and projections for clients.
Produced and implemented general policies on appointment, termination, and renewal of agents and individual client cases.
NCL University 2003 Bachelor of Science: Risk Management & Insurance London, England, UK Certified Risk Manager (CRM) – 2004 Commercial Lines Coverage Specialist (CLCS) – 2004