Reece Gregory

Motor Trade Account Handler April 2022 - present

• New business sale & renewals of Motor Trade Road Risk insurance policies.
• Calculating / negotiating and delivering renewal terms.
• Maintaining comprehensive knowledge of insurance products.
• Maintaining high levels of existing business retention.
• Carrying out validation on new and existing clients.
• Maintaining CRM database to accurately store records of interactions with clients.
• Distribute emails, diaries processing.
• Assisting with training for new employees.
• Assisting customers using product knowledge and service expertise.
• Handling diary and inbox management for smooth-running administration processes.
• Monitor and manage Direct Debit default cases.

Motor Trade Road Risk renewals advisor November 2017 - April 2022

• Calculating / negotiating and delivering renewal terms.
• Maintaining high levels of existing business retention.
• Maintaining comprehensive knowledge of insurance products.
• Use of extensive product knowledge to tailor policies that meet client requirements.
• Providing support for team and acting as point of contact for any referrals.
• Cross referencing external policy documents to ensure information we hold for the client is accurate.

Call handler December 2015 - November 2017

• Inbound and outbound calls to insurance groups.
• Inbound and outbound calls to members of the public.
• Working in a fast paced environment dealing with 100 - 250 calls per day.
• Dealing with calls from the MET & Kent Police regarding vehicle accidents and arranging recovery of vehicles involved.
• Control and dispatch of recovery drivers within North London & Kent.
• Selling vehicle products to members of the public.
• Taking payments over the phone.