Claire Winter
@clairewinter
Enthusiastic account executive with a proven track record in insurance.
United KingdomWhat I'm looking for
I am a self-motivated and enthusiastic account executive with extensive experience in the insurance industry. My career began as a Personal Lines Handler at NFU, where I developed a strong foundation in managing various classes of personal insurance. Over the years, I have honed my skills in client management, business development, and team collaboration.
At Marsh Commercial, I successfully managed an existing book of business while generating new leads, exceeding my new business target by over 50% in 2023. My proactive approach and ability to build strong relationships have allowed me to introduce significant clients, such as the National Trust, contributing to substantial projected income. I thrive in dynamic environments and am committed to achieving targets while maintaining excellent client service.
Experience
Work history, roles, and key accomplishments
Account Executive
NFU Mutual, Lloyd & Whyte & Markerstudy
Dec 2024 - Present (7 months)
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.
Account Executive
Marsh Commercial
Jan 2021 - Dec 2024 (3 years 11 months)
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.
Commercial Account Handler
Gallagher
Jan 2018 - Jan 2020 (2 years)
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.
Commercial Account Handler
Pavey Group
Jul 2011 - Jan 2018 (6 years 6 months)
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.
Personal Lines Handler
NFU
Mar 2010 - Jul 2011 (1 year 4 months)
Handled all classes of personal insurance, including home, motor, equine, and travel. Responsible for obtaining renewal dates for future prospecting and managing client inquiries.
Education
Degrees, certifications, and relevant coursework
Unknown
Level 2 Certificate, Counselling
Completed a Level 2 certificate in counselling, developing skills in empathetic communication and understanding human behavior. This qualification enhanced interpersonal abilities.
CIChartered Insurance Institute
Cert CII, Insurance
Obtained the Certificate in Insurance (Cert CII) qualification, demonstrating foundational knowledge in insurance principles and practices. Maintained membership with the Chartered Insurance Institute (CII).
Tech stack
Software and tools used professionally
Availability
Location
United KingdomAuthorized to work in
Job categories
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