Reegan Owens

• Creating and maintaining of renewal lists.
• Producing any relevant pre-renewal documentation.
• Obtaining insurer renewal propositions and sending pre-renewal emails to relevant persons.
• Coordinating pre-renewal meetings between client and Account Executive/Senior Account Handler.
• Developing premium comparison excel spreadsheets.
• Conducted compliance checks and identifying dissolved directorships & notifying insurers.
• Assisting with preparing renewal reports ensuring professional formatting and accuracy.
• Managed premium credit loan pre-approvals.
• Managing renewal confirmations and advising insurers accordingly.
• Issuing any relevant documentation to clients.
• Processing and invoicing all policies.
• Coordinating the booking of desks and meeting rooms.
• Processing adjustments in line with procedures, including notification to insurers and issue of revised documentation.
• Issuing cover notes, certificates, and confirmation of cover letters to clients.
• Handling & resolving accounts queries.
• Providing general daily assistance and support to the team as and when needed.

ADMINISTRATION ASSISTANT April 2011 - Oct 2011

• Administration & servicing of insurance policies.
• Processing mid term adjustments.
• Prioritising and managing busy workload with wide variety of tasks.
• Chasing documentation from clients required by underwriters.
• Collecting defaulted payments.
• Communicating with clients and insurers both over the phone and via email.
• Managing inbox & responding to queries within a timely manner.
• Received, sorted and distributed incoming mail.
• Provided relevant & accurate information along with attentive customer service to all clients.
• Working independently and unsupervised using own initiative, as well as working as part of a team.

SALES EXECUTIVE Oct 2011 - May 2019

• Sales of Motor Trade Road Risks insurance policies.
• Achieved and exceeded monthly sales targets.
• Answering inbound calls from new clients, communicating with them to determine & understand their needs.
• Matching clients to appropriate insurer & insurance product to fulfil their requirements.
• Cross-selling and upselling additional products to new customers.
• Complied with all approved procedures, customer service standards and external regulatory bodies.
• Strong relationship building skills at all levels and ability to adapt communication style as required with clients, colleagues and underwriters.
• Managed client relationships from early stages of sales process through to post-sales.

SENIOR RENEWALS ADVISOR May 2019 - April 2022

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

SENIOR ACCOUNT HANDLER & SALES April 2022 - Present

• Sales of Motor Trade Road Risks insurance policies.
• Calculating / negotiating and delivering renewal terms.
• Administrative support.
• Carrying out validation on New Business clients.
• Distribute & monitor Account Handlers workload - emails, diaries, processing.
• Assisting with training for new employees.
• Motivating the team to achieve targets and meet KPI targets.
• Maintaining CRM database to accurately store records of interactions with clients.
• Maintaining high levels of existing business retention.
• Assisting customers using product knowledge and service expertise.
• Handled diary & inbox management for smooth-running administration processes.
• Provided administrative support to senior staff, enabling them to freely handle high-importance tasks.
• Monitor & manage direct debit default cases.
• Process cancellations.