SME Sales Executive at Business Insurance Solutions Ltd (2026-09 – Present)
- Proactively contact an existing SME client base to identify additional Public Liability insurance requirements alongside existing commercial vehicle cover.
- Conduct telephone-based fact-finding to understand clients' businesses, activities and insurance requirements.
- Source and assess suitable Public Liability products and insurers based on individual client requirements.
- Prepare and present quotations directly to clients, explaining cover, terms and pricing.
- Manage the sales process from initial contact and needs assessment through to quotation and policy placement.
- Build strong relationships with SME clients through proactive telephone engagement and identify opportunities for additional commercial insurance.
- Work within FCA regulatory and compliance requirements while maintaining accurate client and policy information.
Account Handler at Miles Smith (2024-01 – 2026-01)
Operating within the Lloyd's market, supporting and contributing to the placement and servicing of commercial insurance risks across multiple industries while managing broker relationships and a high-volume portfolio.
- Manage a portfolio of 30–45 broker accounts, overseeing renewals, mid-term adjustments and policy lifecycle while maintaining an 85–90% retention rate
- Contribute to £9k–£13k monthly brokerage revenue, supporting consistent income generation through effective account management and placement activity
- Work across a diverse range of commercial classes including: Contractors All Risk (CAR), Combined Liability, Public & Excess Liability, Property, Excess Non-Negligence, Terrorism, Specialist Asbestos Risks
- Handle average premiums of £15k–£25k, with exposure to larger placements exceeding £100k premium
- Engage directly with London Market underwriters, discussing risk appetite, supporting negotiation of terms and facilitating efficient placement execution
- Prepare and present underwriting submissions, ensuring accurate and commercially effective representation of risk
- Review and analyse London Market slips across multiple classes, contributing to accurate policy structuring and placement readiness
- Support the placement process from submission through to bind, ensuring timely and accurate execution of business
- Translate complex policy structures and coverage into clear, actionable communication for brokers
- Take on additional responsibility supporting senior brokers, managing shared inboxes and ensuring time-sensitive queries are handled efficiently
- Utilise systems including PPL and Papercloud to manage submissions, documentation and placement activity
Sales Assistant at Champtronix (2024-01 – 2024-12)
- Developed strong communication, persuasion and objection-handling skills
- Delivered results in a target-driven environment
- Managed reporting and performance tracking
