Summary
Overview
Work history
Education
References
Timeline
Generic

Trevor Jones

Aylesbury,Buckinghamshire

Summary

An experienced commercial insurance professional with a background spanning underwriting and broking across the UK, New Zealand and South African markets. He brings a strong track record in client relationship management, new business development and renewal retention, combining sound technical judgement with a commercially focused approach. Skilled in assessing risk exposures, structuring appropriate cover across motor, material damage and liability classes, and negotiating competitive terms with insurer partners. Manages sizeable client portfolios with discipline and attention to detail, ensuring accurate documentation, effective record keeping and consistent service standards. Confident using Acturis and core Microsoft systems to support efficient workflow and reporting. They are now seeking to re-establish himself within the insurance market, looking for an opportunity to make an impact within an organisation.

Overview

23
23
years of professional experience
2023
2023
years of post-secondary education

Work history

Trade plate Transporter

Self Employed
03.2025 - 02.2026
  • Collecting and delivering new vehicles from their arrival point in the UK to the purchaser’s address

Carer (Palliative Caregiver)

New Zealand
07.2023 - 02.2025
  • Returned to New Zealand following the unexpected cancer diagnosis of a close friend, providing full-time palliative care and emotional support until their passing.

Commercial Account Handler

Heath Crawford Fraser
Watford
04.2023 - 06.2023
  • Joined an independent insurance brokerage in Watford as a Commercial Account handler
  • Part of a small Account Handling team, providing support and guidance
  • Working closely with Account Executives to deliver presentation to Brokers
  • Dealt with queries from clients
  • Https://www.heathcrawford.co.uk/

Senior Commercial Insurance Broker

Trevor Sutcliffe Insurance Ltd
Hamilton
08.2020 - 02.2023
  • Assessed clients' needs and recommending suitable coverage options
  • Update policyholder requirements
  • Review policies for accuracy and discussed required amendments
  • Collaborated with brokers to gather necessary information for accurate policy pricing
  • Developed comprehensive underwriting guidelines to enhance risk assessment processes
  • 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

Senior Commercial Insurance Broker

Waikato Insurance Brokers
Hamilton
04.2012 - 07.2020
  • 8 years with an independent insurance brokers
  • Established a rapport with clients and able to assess and identify cross selling opportunities
  • Establish and maintains relationships and interfaces with Clients
  • Update policy holders and folders with any required amendments
  • Review policies for accuracy before passing on
  • Collaborated with brokers to gather necessary information for accurate policy pricing
  • Developed comprehensive underwriting guidelines to enhance risk assessment processes
  • Handle inbound and outbound calls for new business clients
  • Offering premium payment option
  • 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
  • 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
  • Conducted comprehensive risk assessments to identify coverage gaps and recommend enhancements

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
  • 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
  • Communicate daily, weekly, monthly sales performance vs. goal to agents.
  • Meet monthly team sales targets

Education

Certificate in Financial Services Level 5 V2 - General Insurance PIQ

New Zealand

QIB - undefined

IBANZ

Senior Associate - undefined

ANZIIF

O Levels - undefined

Ellis Robins High School
Zimbabwe

References

References available upon request.

Timeline

Trade plate Transporter

Self Employed
03.2025 - 02.2026

Carer (Palliative Caregiver)

07.2023 - 02.2025

Commercial Account Handler

Heath Crawford Fraser
04.2023 - 06.2023

Senior Commercial Insurance Broker

Trevor Sutcliffe Insurance Ltd
08.2020 - 02.2023

Senior 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

Certificate in Financial Services Level 5 V2 - General Insurance PIQ

Trevor Jones