Summary
Overview
Work history
Education
Skills
Timeline
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Jamie Potter

Kingston upon Thames

Summary

Goal-orientated and driven, offering 11 years of experience in the insurance sales industry, 2 years experience in the hospitality business. With proven experience I am able to build a good customer rapport, meeting their demands and needs and achieving/exceeding necessary targets. I thrive on undertaking new and demanding challenges and have a passion for always enhancing knowledge and exceeding expectations.

Overview

14
14
years of professional experience

Work history

Sales account manager

Digibroadcast Ltd
Chessington, Kingston upon Thames
06.2023 - Current
  • Achieved customer satisfaction by managing and resolving account inquiries.
  • Coordinated with marketing team for effective product promotion.
  • Attended industry conferences to stay abreast of market trends.
  • Developed new business opportunities for increased revenue.
  • Maintained comprehensive customer database, ensuring efficient record-keeping.
  • Arranged appointments with new and existing clients.
  • Negotiated buying conditions and sales contracts to secure lucrative deals.
  • Pursued new business opportunities by forging strong networks and contacting potential buyers.

Sales Executive

Onitt T/A Virgin Media o2
London
09.2022 - 06.2023
  • Effectively handled daily customer meetings, sales calls and account management tasks, improving sales team efficiency.
  • Created and managed client contracts, negotiating positive, profitable terms to aid target revenue attainment.
  • Fostered positive relationships with customers to enhance loyalty and retention.
  • Strengthened profit opportunities through targeted customer relationship development, continually meeting sales objectives.
  • Established and maintained positive, profitable client relationships through superb communication.
  • Updated CRM software with contract records, renewal timeframes and customer details.

Sales Development Representative

Good Law Software
Vauxhall, City of London
05.2022 - Current
  • Provided prospects with phenomenal knowledge of our legal case management software
  • Provided clear, accurate pricing information to customers regarding specific products.
  • Undertook multi-channel engagement to convert leads and boost revenue.
  • Established new customer accounts through dedicated cold calling and exceptional service.
  • Forged memorable connections with SRA regulated law firm prospects through high quality written and verbal communication.
  • Collaborated closely with account executives to build clear pictures of prospects' needs and pursue continuous knowledge development.
  • Expanded pipeline by tailoring approach to client budgets and schedules.

Insurance Sales Agent

Complete Cover Group
Sunbury-on-Thames, Surrey
09.2014 - Current
  • Worked with a large sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Achieving and exceeding KPI's such as additional products, conversion rate and sales per day on a regular basis.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Handled outbound and inbound calls, providing clients with quotations for private car insurance
  • Learned to understand a large panel of Insurance company's different criteria's and needs for customers
  • Ensuring policies are set up correctly using CUE and underwriting databases
  • Adhering to regulations and policy requirements of associated companies such as Money Supermarket, Compare the Market and Go Compare.com
  • Ensuring that all calls are undertaken correctly meeting FCA requirements


Bar/Floor Staff

Weatherspoons
Hook, Kingston upon Thames
05.2011 - 11.2013
  • Delivered food and beverage orders within target timeframes, maintaining service efficiency.
  • Neatly set tables before guests' arrival, preparing and setting cutlery and refilling condiments.
  • Prepared mixed drinks and poured wine, beer and non-alcoholic beverages within target service timeframes.
  • Collected cash payments, processing and providing correct change and receipts using Point Of Sale (POS) systems.
  • Performed bar closing duties, thoroughly cleaning, sanitising and replenishing stock
  • Attended tables regularly to check customer needs were met, promptly processing additional food and drink orders.
  • Provided efficient food and drinks service for high levels of customer satisfaction.
  • Maintained a spotlessly clean and tidy bar area in line with health and hygiene regulations.
  • Checked ID to maintain licensing law compliance, refusing drinks service to guests without appropriate proof of age.

Education

NVQ Level 2 - Plumbing and Heating

Nescott College
Epsom
05.2012

GCSEs -

Raynes Park High School
London
05.2010

Skills

  • Communication skills
  • Personable
  • Customer service
  • Knowledge in Microsoft Word, Excel and Outlook
  • Hospitality
  • Time management
  • Professional Telephone manner
  • Attention to detail
  • Insurance sales
  • Teamwork
  • Basic underwriting knowledge
  • Objection Handling
  • Software houses such as CDL, Open GI
  • Email management
  • Saas sales
  • Internet and e-mail marketing 
  • Product promotion
  • Knowledge of salesforce software
  • Customer relationship management software
  • Online networking
  • Direct sales experience
  • Customer Service
  • Customer relations
  • Account management

Timeline

Sales account manager

Digibroadcast Ltd
06.2023 - Current

Sales Executive

Onitt T/A Virgin Media o2
09.2022 - 06.2023

Sales Development Representative

Good Law Software
05.2022 - Current

Insurance Sales Agent

Complete Cover Group
09.2014 - Current

Bar/Floor Staff

Weatherspoons
05.2011 - 11.2013

NVQ Level 2 - Plumbing and Heating

Nescott College

GCSEs -

Raynes Park High School

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