Momentum Monkey

Online Business Manager

Virtual Taylor

Virtual Assistant

Now Health International

Responsible for Europe portfolio of SME and Large Corporate renewal groups, ensuring continued high retention levels through an excellent service experience. 
Attend regular client meetings to maintain strong links, whilst promoting new products and gleaning potential new opportunities to increase the portfolio.
Achieve financial plans including sales and profitability.
Assist Business Development team with client meetings and guiding new clients through inception process including member introduction to plan chosen.
Manage a team of 3 within the Account Management team.

Senior Account Manager

Account Manager

Account Executive

Customer Service Representative

Expacare Limited

Responsible for internal reporting, assessing risks on new and existing business and decision making. Have focused industry knowledge to develop new individual product due to be launched this year. Created new streamlined processes for colleagues in all departments to work efficiently and effectively.

Account Manager/Underwriting

InterGlobal

Responsible for managing largest broker requests from start to finish, ensuring the clients needs is met at all times. Support Underwriters and other departments relating to the insurance policies from quotation to policy set ups, reporting and maintenance. 

One of my favourite accomplishment to date was to be selected to go on 3 month secondment to Dubai, UAE office from March – June 2009 returning to the UK now with responsibility for Middle East business. I was the first point of contact, with sole responsibility on covering the underwriting desk dealing with all large new business and renewal quotations and policy set ups. I coached and trained other members of staff on certain aspects of the role including individual renewals.

I am the only member within team to hold an account management position within this current role which consists of being the first point of contact for our largest broker.

Account Manager/Assistant Underwriter

Producing quotations for direct customers and Brokers. Dealing with general and ad-hoc queries regarding our product range. Building and maintaining relationships on an internal and external basis. Working within a team to meet customer requirements and quotation turnaround targets. Used strong communication skills to deal with customers on a regular and always demanding role.

New Business Executive

Helping busy SME business owners work more hours with clients, by taking over their operational tasks | Project Mgm | Programme Mgr | Podcast support | 💫

I can help your business as your Online Business Manager!
Check out my business page, Momentum Monkey, to see how I can help you 😊

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