Summary
Overview
Work history
Education
Skills
Custom
Timeline
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Carli Green

Borehamwood,Hertfordshire

Summary

A highly motivated and results driven individual with a proven track record of success as a Client Relationship Manager within the Finance & Insurance Industry. Successful using a broad range of skills and customer focused experience to provide clear, insightful direction in the pursuit of delivering value. Develops and maintains strong multi-site relationships with cross-functional teams and drives the clarity required to reach business aspirations.

Overview

24
24
years of professional experience

Work history

Client Relationship Manager

Pinnacle Pet Group
Borehamwood, Hertfordshire
01.2012 - 04.2024
  • Owns and manages relationships with key pet insurance partners and aggregators, build, strengthen and maintain a long-term partnerships
  • Responsible for over 75% of the pet business
  • Deliver optimal value-add and growth of product and proposition
  • Increased the policy count for the biggest partner by 152% in 3 years and delivered the highest NPS score ever achieved for Pet Insurance
  • Drives acquisition and existing customer engagement through proposition development, working in collaboration with internal and external stakeholders
  • Utilises customer and market research (e.g NPS results, customer feedback, Ebenchmarkers, Consumer Intelligence & Defaqto) to inform decisions that provide product improvements and implement necessary changes, including journey conversion improvements, pricing optimisations and clarity of customer communications
  • Manages, develops, and motivates colleagues to create high performing teams in a hybrid and remote working environment
  • Ensures that risk is appropriately managed through the products lifecycle responsible for the creation and maintenance of Fair Value Assessments
  • Development and production of weekly and monthly performance packs covering trading, market insight and tactical initiatives to optimise performance
  • Showcase the products and enhance visibility and awareness of key changes within the business
  • Support the legal department in producing contracts, work with the partner to negotiate the commercials
  • Keep up to date with any regulatory activity, implement and share with partners.

Business Development Executive

Cardif Pinnacle - GAP Insurance
01.2009 - 01.2012
  • Support the Business Development Manager in managing and retaining GAP Partnerships
  • Worked from my partners office's once a week to make sure I fully understood their business model, strategy and to build strong relationships
  • Generated new leads through networking at industry conferences and events.
  • Trained the GAP and Creditor product out to the motor dealers to efficiently manage sales pipeline.
  • Forecasted sales and market trends to improve business strategy.
  • Brainstormed ideas with clients and stakeholders to maximise project potential.

Reconciliation Officer

Cardif Pinnacle
Borehamwood, Hertfordshire
02.2006 - 06.2009
  • Loading data, fixing errors, liaising with partners and chasing any outstanding data.
  • Attended launch and project meetings/conference calls and had to liaise with both internal departments and external partners to understand the requirements of the new/post launch activities.Loading data, fixing errors, liaising with partners and chasing any outstanding data.
  • Complied with external regulatory requirements and industry best practices to support ongoing compliance.

Education

National Diploma in Sports Science -

West Herts College

GCSEs - 9 A-C

Hillside Upper School
Borehamwood

Skills

  • Product Management
  • Results Driven
  • Agile ways of working
  • Commercial Insight
  • Customer centric
  • Product strategy
  • Market Analysis
  • Competitor Analysis
  • Proposition Development
  • Team development
  • Clear communication
  • Budget & Forecasting
  • Stakeholder Management
  • Journey Optimisation
  • Project Management
  • Customer retention strategies

Custom

I am an active individual who attends the gym on a regular basis and has a great interest in health and fitness. In 2017 I ran the London Marathon for the charity Mind raising over £4,000. I have spent over 30 years of my life dancing and with that have a love of the theatre and the arts. Travelling is also a passion of mine I love visiting new countries and understanding different cultures.

Timeline

Client Relationship Manager

Pinnacle Pet Group
01.2012 - 04.2024

Business Development Executive

Cardif Pinnacle - GAP Insurance
01.2009 - 01.2012

Reconciliation Officer

Cardif Pinnacle
02.2006 - 06.2009

National Diploma in Sports Science -

West Herts College

GCSEs - 9 A-C

Hillside Upper School

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Carli Green