Mason Davis
Brentwood,Essex
Summary
Detail-oriented professional with expertise in customer service. Skilled in relationship-building, policy renewals, and renewal processing, ensuring seamless operations and client satisfaction. Proficient in MS applications such as Excel and Word, with a strong focus on accuracy, documentation handling, and presentations. Adept at managing time effectively while fostering customer rapport through exceptional interpersonal and communication skills. Committed to delivering excellence in all tasks while supporting organisational goals.
Overview
11
11
years of post-secondary education
8
8
years of professional experience
Work history
Senior Account Handler
Arthur J Gallagher
London
2023.12 - Current
- Help to manage a portfolio of large and complex real estate and investment clients, including Aviva Investors, W. P. Carey, CK Asset, Granite, and other institutional property owners and asset managers.
- Act as the primary day-to-day contact for clients, delivering a high standard of service across renewals, mid-term adjustments, policy administration, claims support, and insurer liaison.
- Coordinate the renewal and placement of complex property and liability insurance programmes, ensuring coverage remains aligned with clients' operational and contractual requirements.
- Build and maintain strong relationships with clients, insurers, and internal stakeholders to support the effective delivery of insurance solutions and resolve complex queries.
- Provide technical guidance on policy wordings, coverage interpretation, risk exposures, and insurer requirements across a diverse real estate portfolio.
- Prepare renewal reports, market presentations, and underwriting submissions to support placement strategy and secure competitive insurance terms.
- Work closely with brokers, insurers, and risk management teams to deliver tailored insurance programmes and achieve positive outcomes for clients.
Administrative assistant
Lockton Companies LLP
London
2021.03 - 2023.12
- Facilitated internal communication.
- Submitted timely reports which provided critical updates on various projects.
- Updated company databases by inputting new employee contact information and employment details.
- Performed bookkeeping tasks, including invoicing and expense tracking.
- Served as primary contact for D&O facility, coordinating monthly meetings and documentation processing.
Personal Line Underwriter
LV=
Brentwood, UK
2019.04 - 2021.03
- Provided underwriting support to insurance brokers across the UK, acting as a key point of contact for day-to-day queries and referrals.
- Assessed and evaluated risks in line with underwriting guidelines, company appetite, and LV='s core values, using sound judgement to determine whether business could be accepted.
- Delivered high levels of customer service to brokers, consistently building strong working relationships and receiving positive feedback from management for service quality and professionalism.
- Handled a wide range of underwriting enquiries, policy amendments, and complex referrals, ensuring timely and accurate resolutions.
- Investigated and resolved account and policy queries, maintaining accuracy and supporting excellent broker outcomes.
- Processed manual broker requests received via email, ensuring compliance with internal procedures and service level agreements.
Sterling Desk Assistant
BGC Partners
Canary Wharf, London
2019.01 - 2019.04
- Supported the execution and settlement of high-value financial market transactions by accurately creating and processing trade tickets following deal completion.
- Maintained exceptional attention to detail in a fast-paced, high-pressure environment, recognising the importance of accuracy when handling transactions involving significant monetary values.
- Assisted in the smooth operation of the trading desk by ensuring all trade records were processed correctly and in accordance with internal procedures.
- Produced and distributed daily brokerage revenue reports, providing senior management with accurate and timely updates on desk performance.
- Developed strong organisational, analytical, and communication skills while working within a highly regulated and deadline-driven financial services environment.
- Built a reputation for reliability, accuracy, and professionalism, contributing to the efficient functioning of the desk and supporting business objectives.
Education
BSc - Finance
Coventry University
Coventry 2014.09 - 2018.05
High School -
Brentwood County High School
Brentwood, Essex 2007.01 - 2014.01
Skills
- Able to effectively manage time
- Good communication skills
- Accuracy
- MS applications such as excel & word
- Presentations
- Documentation handling
- Relationship-building and management
- Renewal processing
- Customer Service
- Account reconciliation
- Policy renewals
- Compliance requirements
- Customer rapport
- Interpersonal skills
Affiliations
- Golf
- Football
- Sea Fishing
References
References available upon request.
Timeline
Senior Account Handler
Arthur J Gallagher
2023.12 - Current
Administrative assistant
Lockton Companies LLP
2021.03 - 2023.12
Personal Line Underwriter
LV=
2019.04 - 2021.03
Sterling Desk Assistant
BGC Partners
2019.01 - 2019.04
BSc - Finance
Coventry University
2014.09 - 2018.05
High School -
Brentwood County High School
2007.01 - 2014.01