Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.
Overview
4
4
years of professional experience
15
15
years of post-secondary education
Work history
Associate
Consilium Insurance Brokers Limited
London
04.2023 - Current
Managing and administering delegated authority agreements between insurers and third-party coverholders
Compliance & Governance: Ensuring the coverholder adheres to regulatory and contractual requirements, including Lloyd's and FCA guidelines
Contract Administration: Supporting the setup and renewal of delegated authority agreements, reviewing contracts, endorsements and wordings for compliance with terms
Audit & Performance Monitoring: Assisting in audits on platforms such as DAM (Delegated Audit Manager), monitoring the performance of coverholders and flagging potential issues such as underwriting performance, claims trends and compliance risks
Stakeholder Liaison: Acting as a liaison between underwriters, coverholders and regulatory bodies, ensuring smooth communication and handling queries related to the delegated agreements
Process Improvement: Identifying areas for streamlining reporting and operational processes to enhance the efficiency and accuracy of the delegation agreements
Classes of business: Property, Liability, D&O, Marine
Account Handler
Ramon International Insurance Brokers Limited
07.2021 - 04.2023
Classes of business: Marine Hull & Machinery, Cargo, P&I, D&O, Professional Indemnity, and General Liability
Collaboration and Support: Working closely with the producing brokers to develop the book of business further and ensuring a top-level of service is provided to existing and new clientele through efficient time management and service delivery
Contract Administration: Manage binding authorities and/or line slips as required, including the monitoring of declarations and bordereaux. KYC forms, TOBA's, LPANs, endorsements
Systems: PPL and Whitespace for signing
Data Management and Reporting: Monitoring premium payments and liaising with the accounts department for any queries, premium release on Xchanging, debit note and covernote creation, chasing outstanding payments.
Graduate Trainee
MNK Re Limited
12.2020 - 06.2021
Classes of business: Marine Hull & Machinery, Cargo, P&I, D&O, Professional Indemnity, and General Liability
Maintain all electronic and/or paper files to the required standard
Systems: PPL and Whitespace
Document Management: Maintain file check lists to the required standard
Records Administration: Update the appropriate systems with data relating to new business enquiries, quotes, firm orders and renewals as appropriate
Data Management and Reporting: Monitoring premium payments and liaising with the accounts department for any queries, ensuring funds have been released on Xchanging, calculating and processing original, additional and return premiums and issuing debit/credit notes to clients
Contract Administration: Endorsement creation
Analyst
MNK Re Limited
09.2020 - 12.2020
Mentored to understand the insurance market and processes involved
Document Management: Maintain all electronic and/or paper files and check lists to the required standard
Systems: PPL and Whitespace
Records Administration: Update the appropriate systems with data relating to new business enquiries, quotes, firm orders, and renewals as appropriate
Education
Bachelor of Arts - Industrial and Economic Sociology and German
Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)