Natalie Rouse

Results-driven Account Manager with over 17 years of experience in insurance sales and customer service. Proven ability to build strong client relationships, exceed sales targets, and deliver tailored insurance solutions. Adept at training, client engagement, and market analysis.

Enthusiastic, organised, and committed to continuous professional growth, seeking new challenges to further utilise my skills. Salesperson of the Year in 2019 after building portfolio from the ground up in the first 12 months. In 2025 exceeded annual target of £945,672, closing the year at £1,068,844, approximately 13% above target.

Secured AXA's largest SME client to date — a 400-employee account with an annual premium of £400,000. Client base spans single-employee clients (premiums from c. £2,000) through to mid-market accounts approaching the 500-employee boundary. Over 9 years transformed portfolio into a high performing, high net worth portfolio with well-established nurtured client relationships.

Experienced in working directly with key decision-makers, including CEOs, CFOs, and shareholders. Currently operating in a hybrid work model, balancing two days in the office with three days working remotely.

Account Manager – New Business Sales at AXA Health (2017-11 – Present)

Manage new business SME sales by engaging with Independent Brokers, IFAs, and Wealth Managers to promote private medical insurance (PMI). Over nine years developed a high-performing, high-value portfolio built on long-standing, nurtured client relationships across sectors from independent high-street retailers to large international IT firms looking to enhance their UK employee packages.

• Build and maintain a growing client portfolio, providing product training and attending meetings to support broker growth. Arranging and running client meetings both virtual and face to face.
• Conduct outbound calls to inactive brokers, encouraging their engagement in the PMI market.
• Successfully achieved and exceeded sales targets, winning the Salesperson of the Year award in 2019.
• Secured the largest SME scheme based on population and premium, consistently surpassing sales goals.
• Keep abreast of market trends and competitor activity to inform sales strategies.
• Identify and develop new clients, leads and accounts not currently engaged with us by providing comprehensive training, marketing support, and ongoing assistance to effectively expand portfolio and drive business growth.

Customer Care & Sales Consultant at InsureMe-On-Line (AXA PPP) (2017-04 – 2017-11)

• Conducted outbound calls to prospective customers, presenting quotes and selling private medical insurance policies.
• Managed existing customer accounts, comparing policies to ensure clients received the best coverage at competitive prices.
• Consistently met and exceeded individual sales targets; recognized as the most successful salesperson on multiple occasions.

Personal Care Advisor at Simplyhealth / AXA PPP Healthcare (2009 – 2017-04)

• Handled inbound calls from members regarding medical claims and general queries, delivering excellent customer service.
• Managed administrative tasks including processing payments and invoices and responding to customer emails.
• Trained as an informal complaint's handler, enhancing problem-solving skills.
• Demonstrated excellent communication skills, completing the Institute of Customer Service qualification in May 2012.

GCSEs – Somervale Comprehensive School (2004 – 2009)