ADAM KETLEY

• Assessed Carrier and Client Onboarding achievements through built in reporting controls and exported weekly for the Broking team.
• Liaised with brokers and engaged with other business operations to provide quick resolution of queries.
• Adapted testing equipment to maximise accurate outcomes in platform remediation.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Obtained legal compliance documentation to Onboard new Clients, Underwriters and Intermediaries into the Insurance system.
• Carried out regular Compliance checks of live Client Accounts to ensure Audits would be passed.
• Built a custom Excel tracking workbook to monitor placement progression, integrating manual inputs into a live reporting sheet that produced real‑time insights for operational workflow management.
• Took the lead on system‑processing analysis to support testing and evaluation of an external AI toolkit designed to streamline workflow steps, and delivered a presentation outlining findings and potential implementation benefits.
• Oversaw signature collection to formally approve evidence‑of‑cover documents before issuing them to clients.

• Achieved client satisfaction by managing key accounts effectively.
• Assured timely delivery of products and services to meet customer expectations.
• Arranged and attended networking events, expanding professional contacts and prospects.
• Delivered high level of service to clients to maintain and extend relationships for future business opportunities.
• Provided training to new staff members imparting necessary skills and knowledge about processes and best practices within the department.
• Handled queries from clients, providing prompt responses.
• Carried out administrative tasks efficiently, maintaining an organised work environment.
• Conducted thorough risk assessment before issuing policies, minimising company losses.
• Successfully delivered on tasks within tight deadlines.
• Oversaw daily operations to achieve high productivity levels.
• Managed client accounts whilst ensuring excellent customer service.
• Produced comprehensive reports to communicate audit findings effectively.

• Managed policy renewals to ensure continuous coverage.
• Achieved sales targets through proactive customer engagement.
• Handled customer complaints tactfully, restoring faith in services provided.
• Boosted client satisfaction through timely response to enquiries.
• Collaborated with underwriters for precise risk assessment.
• Maintained high standards of customer service by building relationships with clients.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Spent ample time with each customer going over and explaining documents to ensure that they understood key information.
• Processed customer instructions for policy amendments.
• Communicated with customers to determine policy limits and degree of risk.
• Verified transaction details for correctness and completeness before entry into system.
• Reduced errors in customer billing, enhancing customer satisfaction rates.
• Managed contract s efficiently, ensuring timely renewals and amendment s when necessary.
• Upsold additional products and services after identifying customer needs and requirements.

• Managed table settings for optimal dining experience.
• Maintained knowledge of menu items, leading to accurate order taking.
• Maintained professional appearance throughout shifts, reflecting positively on establishment image.
• Liaised with kitchen staff for prompt order delivery to customers.
• Remained calm under pressure, ensuring better performance during peak hours.
• Offered menu recommendations as appropriate, displaying expert knowledge of food and drink pairings.
• Maintained excellent guest satisfaction by providing attentive, proactive and helpful service.
• Greeted customers, presented menus and shared information about available special items.
• Stayed up to date on menu changes to accurately answer customer queries.