JAKE STONEHAM
Summary
A motivated, detail-focused individual seeking a role within the insurance industry. Currently studying towards CII LM3 qualification, with a strong interest in risk management, policy coverage, and client advisory services. Experienced in professional office environments with exposure to insurance broking operations, client communication and CRM systems gained from industry work experience. Keen to build a career in the London Insurance Market through continued professional development and hands-on experience.
Overview
2
2
years of professional experience
Work history
Sales Executive
Masters of Beckenham, Bromley KIA
06.2024 - 05.2026
- Built relationships quickly with customers, uncover needs through structured questioning and guide them through product options
- Deliver professional demonstrations and maintain clear communication throughout the sales process
- Maintain accurate records on internal systems and ensure customer information is up to date
- Manage multiple priorities daily, staying calm under pressure and meeting deadlines for follow ups and admin
- Work closely with colleagues across dealership to support a smooth customer journey from enquiry to completion
Education
Ravenswood School for Boys
01.2017 - 1 2024
Chartered Insurance Institute (CII) -
London Market Insurance Essentials
Skills
- Client and stakeholder communication
- High attention to detail, accurate record keeping and document control
- Confident using systems and data entry, including CRM tools
- Organisation, prioritisation and working to deadlines under pressure
- Professional administration, file management and meeting support
- Quick learner with strong interest in technical development
Work Experience
Superscript - Insurance Industry - (August 2025)
• Gained structured exposure to how an insurance broker operates through
team sessions, meetings and shadowing across functions
• Shadowed SME New Business and Specialty teams, observing how risks
are assessed, positioned and communicated markets
• Built awareness of niche classes including Gaming, Medtech and Life Sciences through guidance from Business Development Managers
• Developed understanding of how brokers manage client needs, internal
processes and market communication in a fast-paced environment
Picnic Ltd. (July 2023)
• Supported client communication activity and assisted with admin tasks in a professional office setting
• Helped coordinate basic digital marketing tasks and developed stronger
organization and written communication
Masters of Beckenham (June 2023)
• General office administration within accounts including answering calls, filing, and computer inputting
• Helped keep documents organised information recorded accurately to
support day to day workflow
St James Place (July 2022)
• Supported preparation for client meetings, including file management and accurate CRM updates using Salesforce
• Assisted with meeting notes and admin tasks, building confidence in accuracy and audit trials
professional, client facing environments
• Observed confidential handling of client information and the importance of accuracy and audit trials
ADDITIONAL INFORMATION
- IT Skills – Microsoft Office: Excel, Word, PowerPoint, Outlook
- Excel: Sorting/filtering, data validation
- CRM systems: Salesforce (work experience) and general CRM/data entry
- Data handling: accurate record keeping, trackers, basic reporting
- Document management: scanning, file control, version accuracy
Timeline
Sales Executive
Masters of Beckenham, Bromley KIA
06.2024 - 05.2026
Ravenswood School for Boys
01.2017 - 1 2024
Chartered Insurance Institute (CII) -
London Market Insurance Essentials