Sameer Patel
Leeds,UK
Summary
Highly skilled professional with expertise in underwriting, policy knowledge, and customer service excellence. Demonstrates strong communication and presentation skills, coupled with exceptional IT proficiency and attention to detail. Adept at managing and leading teams, making informed decisions, and ensuring customer satisfaction. Committed to delivering results through a combination of technical expertise and strategic leadership.
Overview
23
23
years of professional experience
5
5
years of post-secondary education
Work history
Senior Client Advisor - Private Insurance
Direct Line Group
Leeds, UK
2011.01 - 2026.04
- Managing a diverse portfolio of key client policies, ensuring customer satisfaction, retention, and revenue growth. Act as the main point of contact for clients, addressing inquiries, resolving issues, and to understand their needs and requirements. Providing recommendations for products suited to their needs.
- First point of contact for referrals for the Team to provide solutions on all Technical Underwriting queries for Home, Motor and Pet. Interpreting and applying policy wordings to ensure accurate coverage, appropriate endorsements, and alignment with risk appetites.
- Assessing large and complex underwriting referrals, applying technical expertise to determine acceptability, coverage terms, and pricing risks using underwriting guidelines, policy structures, and market insight to reflect individual risk characteristics
- Managing reinsurance arrangements to support underwriting strategy and control exposure across Home portfolios.
- Managing and underwriting Appraisal reports. Liaising with Assessors to discuss the visit and contact client to discuss the changes within the SLAs. Ensuring all underwriting activity complied with internal policies, regulatory requirements, and contractual wordings
- Providing development to advisors to gain increased level of authority for sign offs.
Senior Sales and Service Representative
RBS Insurance
Leeds, UK
2003.01 - 2011.01
- Delivering a “World Class” level of customer service in all aspects of Home Insurance. To do this successfully, i progressed through the Performance Excellence Framework tiers by meeting and exceeding my individual targets, keeping myself up to date with all communications, maintaining an outstanding level of product knowledge in all areas, and being compliant and efficient at all times.
- Handling inbound calls and converting Motor and Home insurance leads.
- Leading, motivating and coaching a team of advisers to achieve targets.
- Involved in projects at managerial level to improve department's sales performance, Quality Assurance scores.
- Preparing and delivering presentations on various team stats to include sales conversion.
- Empowering Individuals to drive their own progression through the setting of development plans ensuring that equal access to training and development courses is provided, offering encouragement, providing relevant feedback, and continually monitoring performance.
- Coaching under performing advisors to improve their performance.
Education
Master of Science (MSc) - Advanced Software Engineering
University of Sheffield
Sheffield 2000.09 - 2001.09
Bachelor of Engineering BEng (Hons) - Software Engineering
Coventry University
Coventry 1996.09 - 2000.06
Skills
- Strong Underwriting Skills
- Policy Knowledge
- Communication Skills
- Presentation Skills
- Excellent IT Skills
- Managing and Leading People
- Decision Making
- Attention to detail
- Customer Service and Satisfaction
LANGUAGES
English
Swahili
Gujarati
Urdu
Hindi
HOBBIES
Travelling, Reading, Football
ADDITIONAL EXPERIENCE
Web Developer, House Rentals, Toronto, Canada UK, 2001 - 2002
Timeline
Senior Client Advisor - Private Insurance
Direct Line Group
2011.01 - 2026.04
Senior Sales and Service Representative
RBS Insurance
2003.01 - 2011.01
Master of Science (MSc) - Advanced Software Engineering
University of Sheffield
2000.09 - 2001.09
Bachelor of Engineering BEng (Hons) - Software Engineering
Coventry University
1996.09 - 2000.06