Tamra Hodgetts ACII

• Providing tailored technical multi class solutions to the teams largest clients to meet specific needs and to achieve high renewal retention.
• Delivering excellent customer service with high volumes of daily transactions whilst ensuring accuracy and timeliness.
• Placement of up to 40 policies per month up to £50k premiums.
• Expanded knowledge of Complex Casualty and Renewable Energy.
• Developed and improved Agents knowledge and confidence by building rapport and trust to drive high levels of satisfaction and retention.
• Assisted Agents and Account Handlers in troubleshooting technical issues by providing expert guidance and support.
• Led negotiations with Underwriters and Agents to secure favourable terms and conditions for Clients.
• Maintained detailed knowledge of market trends and monitored Insurance markets appetites to identify suitable Client products.
• Built productive relationships with underwriters for effective negotiations.
• Provided guidance and mentorship to colleagues fostering professional development and growth.
• Provided comprehensive training on products to apprentices.
• Collaborated with cross-functional teams to enhance service delivery and streamline operational processes improving efficiency.
• Delivered training sessions for colleagues on processes to enhance team efficiency.
• Maintained up-to-date knowledge of regulatory changes affecting the insurance industry.

• Proud to have assisted both directors in developing the business from just five to sixteen employees creating turnover of £1m and GWP of £5m.
• Senior role responsible for servicing and renewing the largest corporate and commercial clients and managing complex claims.
• Experience with a wide portfolio of accounts from numerous trade sectors which requires knowledge in many commercial classes of insurance including: Property, Business Interruption, Employers Liability, Public Liability, Products Liability, Marine, Freight Liability, Engineering, Contractors All Risks, Fleet, Management Practices Liability, Crime, Legal. PA/Travel, Professional Indemnity & Cyber risks.

Delivered a quality service to clients from many different industries by providing:-

• Technical referrals, advice and support to team members.
• Training and development of apprentices.
• Designed and performed FCA Company compliance Audits with feedback and training to staff and further process review.
• Provided a comprehensive insurance service with technical advice to existing and potential new customers.
• Quotations on all types of Commercial Insurance, via the telephone, face to face and in writing. Placing cover, inviting and confirming renewals and mid-term adjustments.
• Accompanying Account Executives on client visits.

• Serviced a global client book with Fee income of £280k & premium spend of £2.5m.
• Achieved 100% retention of clients & secured success fees from clients impressed with results and service.
• Presented renewal terms to clients and identified implications to each business of emerging risks e.g. climate change, cyber/data.
• Tailored insurance programs to cover risks identified in due diligence studies.
• Engaged with clients in insurer surveys and negotiated beneficial risk improvement contributions from insurers.
• Assisted the Risk Management Director with business continuity studies and supply chain analysis, leading to business interruption policy extensions.

• Serviced a client book with Fee income of £220k and premium spend of £3.25m.
• Accounts included non-conventional insurance & captive insurance programs.
• Provided technical support at client meetings and renewal meetings.
• Assisted the Risk Services director with property and liability surveys.