Ivan Goddard

• Generated increase in new clients by proactively contacting previous quotes and lapsed accounts.
• Maintained up-to-date industry knowledge through regular professional development activities.
• Handled insurance queries from quotation stage to renewal.
• Established strong client relationships by providing excellent customer service.
• Contacted potential clients and created rapport through networking and using referrals.
• Met with clients to assess insurance needs and answer policy questions.
• Helped customers determine appropriate products and policy terms.
• Educated clients on risk management and assisted with mitigation and coverage strategies.
• Communicated with customers to determine policy limits and degree of risk.
• Updated clients on changes and subsequent effects.
• Drafted quotes detailing policy premiums, coverages and payment structures.
• Kept up with changes in insurance markets to accurately answer client questions and give suitable recommendations.
• Managed and retained High Net Worth (HNW) clients for years by offering customised services to increase satisfaction and loyalty.
• Guided clients on correct coverage limits based on analysis of risk factors.
• Processed customer instructions for policy amendments.
• Gathered customer information to assess coverage needs and recommend products.
• Prospected potential customers to increase policy acquisition and meet revenue goals.
• Drove business growth by cross-selling products, leading to better profit margins.
• Maximised revenue by converting enquiries into sales.
• Reviewed new insurance products from carriers to determine suitability for client needs.
• Reported policy changes and company conditions affecting customer satisfaction.
• Resolved disputes between clients and their insurance companies swiftly, fostering trustful relationship.
• Called potential customers to set up appointments according to mutual availability.
• Provided ongoing support post-sale ensuring continued customer satisfaction.
• Conducted risk assessments to enable appropriate insurance cover.
• Developed new sales leads through networking events and business contacts.
• Met with customers to provide information about available products and policies.
• Collaborated effectively with colleagues on team projects, enhancing overall productivity.
• Conducted annual reviews of existing policies to update information.
• Liaised with insurers to negotiate terms for clients' policies.

As above

All The above Plus I was in a run off / hand over of business after sale

All the above plus all the roles a MD has to operate

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