Max Levy Cert CII

Associate Director, Global Construction

- Actively lead key clients accounts and relationships

- Generated over USD 1,000,000 brokerage YTD

- Have two direct reports

Account Executive, Global Construction

- Generated USD 1,250,000 brokerage in 2024

- Established a strong client base of both new and existing business

- Began to travel and meet key markets/clients

Account Handler, Global Construction

- Responsible for processing and back office duties

- Generated slips/endorsements for team members

- Created spreadsheets and reports tracking key data

Junior Placement broker, UK Construction & Casualty

- Placing Property & Casualty risks via both open market placements and line slips/binders

- Attending broking appointments with key markets/underwriters to negotiate terms and conditions for new business risks, renewals and endorsements

Account Handler, UK Construction & Casualty

- Responsible for a monthly book of renewals totalling £608k GWP, achieving 105% GWP Retention, 101% Brokerage Retention and 93% Client Retention

- Provided administrative support to broking staff with various tasks including but not limited to; creation of endorsements, slip & policy production, debiting, completion of subjectivity's

- Created and developed a Construction team to service the existing book of Latent Defect clients, working with a wide range of property developers and building contractors on a number of multi-million pound contracts all over the UK, growing the book of business by circa £550k GWP in 7 months

- Dealt with single project policies for the first time and developed an understanding of policies/extensions such as DSU, Non Negligence and enhanced my knowledge of JCT contracts. Ultimately exposed to more in depth and specialist scenarios

Commercial Renewals Consultant

- Responsible for an annual book of construction clients made up of contractors based all over the UK, totalling circa £2m GWP

- Guided and negotiated clients through the renewal process with the ultimate goal of maximising retention rates. Closed the twelve month period with a client retention rate of 96% and a company record 147 upsells

Academy Trainee - Renewals Consultant

- Serviced a small book of renewals whilst still training in order to further enhance my understanding of the role and the construction sector as a whole

- Learnt the journey of the renewal process and spent time shadowing colleagues to analyse and dissect the best, most effective methods of carrying this out

Academy Trainee - Sales Support

- Introduced to the industry & sector with numerous training sessions and on the job learning. Daily responsibilities included but were not limited to; marketing new business cases, processing MTA's, assisting clients with general queries, chasing subjectivity's

- Studied for and completed the Cert CII qualification in 32 days start to finish