Claire Winter

Currently managing an existing book of business, generating new business leads, providing quotes, and placing business on cover. Responsible for compiling spreadsheets of lapsed policies, contacting clients, and upselling commercial products.

Managed an existing book of business, generated new business leads, provided quotes, and placed business on cover. Achieved a new business income of £45,197 against a target of £30,000 in 2023 and introduced the National Trust, projecting £260,000 income.

Managed a caseload of over 450 policies, handling client renewals, mid-term adjustments, and new business inquiries. Negotiated premiums with insurance companies to secure optimal terms for clients and trained new staff members.

Managed a caseload of over 450 policies, dealing with client renewals, mid-term adjustments, and new business inquiries, primarily for property owners. Responsible for negotiating premiums with insurance companies and training new staff.

Handled all classes of personal insurance, including home, motor, equine, and travel. Responsible for obtaining renewal dates for future prospecting and managing client inquiries.

Completed a Level 2 certificate in counselling, developing skills in empathetic communication and understanding human behavior. This qualification enhanced interpersonal abilities.

Obtained the Certificate in Insurance (Cert CII) qualification, demonstrating foundational knowledge in insurance principles and practices. Maintained membership with the Chartered Insurance Institute (CII).