Trevor Jones
28 Wendover Road Aylesbury
Summary
A confident individual with 35 years of experience in insurance. Ten years of experience was spent in Zimbabwe and South Africa working at Insurance Companies and 5 years was spent working at Lloyds Broking company. The last 20 years have been in the New Zealand insurance market.
Accomplished and energetic with a solid history of strong work ethics Experience in a variety of industries Responsible , reliable and efficient in tasks undertaken Adaptable with the ability to learn new tasks quickly and proficiently To review and provide technical advice and opinion on clients, and prospects. Provide guidance to clients, with reference to others where necessary, about the administration of their insurances
Overview
21
21
years of professional experience
Work History
Commercial Account Handler
Heath Crawford Fraser
04.2023 - 06.2023
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Managed time efficiently in order to complete all tasks within deadlines.
- The strongest resumes quantify results. Consider adding numbe
Commercial Insurance Broker
Trevor Sutcliffe Insurance Ltd
08.2020 - 02.2023
- Skilled in assessing clients' needs and recommending suitable coverage options
- Able to handle a fast-paced work environment
- A good negotiator with excellent conflict-resolution skills
- Able to complete work within given timeline and multi-task
- Offering premium payment options
- Conducted comprehensive risk assessments to identify coverage gaps and recommend enhancements.
- Negotiated terms with insurers, optimizing policy conditions for client benefit.
Commercial Insurance Broker
Waikato Insurance Brokers
04.2012 - 07.2020
- Ability to establish a rapport, assess and identify cross selling opportunities over the phone
- Excellent interpersonal, communication and presentation skills, both verbally and written
- Ability to work collaboratively as a key member of a team and independently with minimum supervision
- Skilled at interfacing with customers
- Establish and maintains relationships and interfaces with Clients
- Handle inbound and outbound calls for new business clients
- Offering premium payment options
- Conducted comprehensive risk assessments to identify coverage gaps and recommend enhancements.
- Negotiated terms with insurers, optimizing policy conditions for client benefit.
Commercial Insurance Broker
Rothbury Insurance Services Ltd
05.2009 - 04.2012
- Adaptable with the ability to learn new tasks quickly and proficiently
- Arrange cover on behalf of the client with Insurance Companies, including but not limited to motor, material damage, management liability and professional indemnity insurance
- Undertake policy comparisons to ensure appropriate cover is provided
- Skilled at interfacing with customers and maintain relationships and with Clients
- Handle inbound and outbound calls for new business clients
- Managed a client base of 400 clients
- Negotiate with insurers and clients on claims issues
- Offering premium payment options
- Conducted comprehensive risk assessments to identify coverage gaps and recommend enhancements.
- Negotiated terms with insurers, optimizing policy conditions for client benefit.
- Designed presentations and marketing materials to promote insurance products.
Commercial Insurance Broker
Insurer Services Ltd
05.2006 - 04.2009
- Cultivated new relationships with clients and provided insurance expertise throughout the sales and delivery process
- Drafted New Business Sales Proposals
- Closed the Sale on New Business prospects
- Managed new business development and renewal retention
- Respond to allocated mail and queries from brokers/clients on a daily basis
- Developing and maintaining meaningful working relationships with our underwriting partners
Commercial Insurance Underwriter
China Insurance Ltd
10.2002 - 04.2006
- Establishes and maintain productive broker relationships through a business development program
- Monitor individual performance Sales results, and develop and implement quality assessment tools and metrics
- Work independently and effectively manage time
- Communicate daily, weekly, monthly sales performance vs. goal to agents. Meet monthly team sales targets
- Identify and implement continuous improvement initiatives for the continued growth of the sales
- Ensure proper set up of new and existing agencies in our system
- Update policy holders and folders
- Review policies for accuracy
- Collaborated with brokers to gather necessary information for accurate policy pricing.
- Developed comprehensive underwriting guidelines to enhance risk assessment processes.
Education
Cert in Financial Services Level 5 V2 - General Insurance
NZ
05.2022
QIB - undefined
IBANZ
01.2022
Senior Associate - undefined
ANZIIF
09.2009
O Levels - undefined
Ellis Robins High School
Harare, Zimbabwe11.1981
Skills
- Sales
- Customer engagement
- Qualifying leads
- Relationship building
- Record keeping
- Teamwork
- Judgement & Decision Making
- Critical Thinking
- Customer service
- Acturis
- Word
- Excel
- Teamwork and collaboration
- Friendly, positive attitude
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
INTERESTS
I love getting involved with community projects and in the past have assisted with our local Cub/Scouts Chapter whether it be entertainment for the children or being the DJ for the night.
PERSONAL STATEMENT
I am a self-motivated individual that can identify and implement strategies with enthusiasm and success. My success over the past years, meeting targets under tough marketing conditions speak of my ability to not fret the small stuff and focus on the things that we have control over. I am target driven, energetic. Open minded, realistic and pragmatic. I enjoy problem solving, building relationships and balance commercial reasoning with clients expectations and needs.I am well balanced individual with strong values. I enjoy the outdoors any sport and entertaining friends. I have always been an attribute to companies I have worked for and take personal pride in my work and reputation.
RELOCATION
It has long been an ambition of mine to relocate permanently to United Kingdom.I am confident my skills and experience are an excellent match for any positions you may have and I enclose my resume for your consideration.
Timeline
Commercial Account Handler
Heath Crawford Fraser
04.2023 - 06.2023
Commercial Insurance Broker
Trevor Sutcliffe Insurance Ltd
08.2020 - 02.2023
Commercial Insurance Broker
Waikato Insurance Brokers
04.2012 - 07.2020
Commercial Insurance Broker
Rothbury Insurance Services Ltd
05.2009 - 04.2012
Commercial Insurance Broker
Insurer Services Ltd
05.2006 - 04.2009
Commercial Insurance Underwriter
China Insurance Ltd
10.2002 - 04.2006
QIB - undefined
IBANZ
Senior Associate - undefined
ANZIIF
O Levels - undefined
Ellis Robins High School
Cert in Financial Services Level 5 V2 - General Insurance
NZ