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CURRIULUM VITAE
PROFILE:
I have worked in the insurance industry predominately on the claims handling side and
have a wealth of experience dealing with international Losses both Marine and Non-
Marine. My recent position as a claims advocate was made redundant at Aon Benfield
and I’m currently available for immediate Employment.
I’m Cert CII qualified and have attended many seminars and courses in the past to keep
my knowledge up to speed.
I consider myself to be an outgoing confident individual, self-motivated and have an
enthusiast will to succeed.
I have dealt with claims in virtually every product line and have a thorough
understanding of Lloyds Policies, Binding Authorities, coverages and applicable
exclusions.
I have very good communication skills and very articulate when getting the best deal for
my Clients.
I have worked predominately on the claims broking side but would like to be considered
for other positions within the industry should they match my experience and profile.
Contact Details: Lee Peter Stevenson
9 Maple Tree Lane
Langdon Hills
Basildon
Essex
SS16 6SL Tel: 01268 545259 Mobile: 07810607171
NATIONALITY: British
INTERESTS: Fishing, Football, Photography, Koi Keeping, Gardening &
Running
Professional Qualifications: Cert CII
COP
CIP – Part completed
Lloyds introductory Test (Lloyds Sub Holder)
M&T – Vessel Familiarization Course – certified
FCA - Compliant
Employment Records
August 2007 – Present Time Aon Benfield
ROLE: Claims Advocate – Broking and Technical
Product Lines: FTC & MTC Home Owners
Commercial Property Casualty
Business interruption Cargo & Specie
Aviation Professional Liability
Dealing with a wide spectrum of claims from Cradle to Grave
Ensuring advices into the Lloyds and Company Markets (Via ECF) Paper file are
presented to Underwriters in a timely manner.
Prioritising and keeping a work in progress diary to ensure that any matters in litigation
are regularly reviewed and chased accordingly. Denials complaints Urgent Cash calls are
prioritised. Underwriters Queries are answered promptly.
Loss Funds – topping up Escrow funds via monthly Loss BDX submissions and ensuring
new agreed loss funds are collected at renewal of contract.
Ensure Monthly BDX are chased and submitted according to the terms of trade. Check
formats comply with the expected Lloyds standard and the monthly position matched that
of agreed individual claim files (ECF) paid for that particular month.
Close liaisons with Underwriters Cover holder and TPA’s
Claims meetings with ‘Underwriters ensure all schedules/ agreed, TPA’s Terms of trade
are understood and complied with according to the terms of the contract, preferably at the
outset of the contract and where any new business has been acquired.
Appoint Recovery agents to pursue Subrogation potentials
Uphold good communication and interpersonal skills and act professional at all times.
Be mindful of company compliance and behaviours and maintain company standards and
maintain KPI’s.
Report to my Line manager on a regular basis
Monthly Meetings
Production of reports
Loss Ratios
Profit Commissions
Reserve Positions
Held funds
Underwriters Queries
Accounts Queries
Insurance portal LPC and IMR – Experienced
ECF / Word/XL /power point certified Experienced
Dates July 2006 to Aug 2007
COMPANY: HBA LTD
ROLE: Claims Manager
DUTIES: Worked for the Lloyds Cover holder with settlement Authority to
adjust commercial motor – Trucks and Trailers
Clients from Ireland Italy North America
Handling and adjusting losses within Underwriters authority to be presented via monthly
BDX into Lloyds.
Maintaining accurate reserves to be presented to underwriters via Monthly BDX.
Appointment of Field adjusters, recovery agents.
Broking losses in the London Market over authority for Underwriters review and
consideration,
Calculation of Profit Commissions / Loss ratios for future risk rating
Ensure claims are handled and turned around promptly. Ensure risks within authority are
covered under the policy and where coverage has not been granted
– draft appropriate Denial Letter for underwriter’s approval before
sending to the assured
Ensure settlements are expedited promptly and mitigate any expenses or additional;
Storage fees that may accrue,
Where third parties are concerned – Appoint recovery agent to pursue on a contingency
bases dependent on the weight of success in recovery any funds.
FCA Compliant
XL/ WORD /OUTLOOK /Power point
-----------------------------------------------------------------------------------------------------------
Dates: 1987 to 2006
COMPANY: Jardine Lloyd Thompson
POSITION: Marine/energy /construction/natural resources Claims Manager
DUTIES: Endorse and broke a wide spectrum of claims into the London
market
Hull and Machinery
LOH
Ship Owners Liabs
Charterers Liabs
Cargo
Construction CAR / Professional Liabs / employees liabs /
public Liabs.
Maintain Work in Progress Diary
Liase with underwriter’s clients and third parties – Dealing with all the technicalities and
all aspects of claims from cradle to Grave
-----------------------------------------------------------------------------------------------------------
-

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CV Lee Stevenson

  • 1. CURRIULUM VITAE PROFILE: I have worked in the insurance industry predominately on the claims handling side and have a wealth of experience dealing with international Losses both Marine and Non- Marine. My recent position as a claims advocate was made redundant at Aon Benfield and I’m currently available for immediate Employment. I’m Cert CII qualified and have attended many seminars and courses in the past to keep my knowledge up to speed. I consider myself to be an outgoing confident individual, self-motivated and have an enthusiast will to succeed. I have dealt with claims in virtually every product line and have a thorough understanding of Lloyds Policies, Binding Authorities, coverages and applicable exclusions. I have very good communication skills and very articulate when getting the best deal for my Clients. I have worked predominately on the claims broking side but would like to be considered for other positions within the industry should they match my experience and profile. Contact Details: Lee Peter Stevenson 9 Maple Tree Lane Langdon Hills Basildon Essex SS16 6SL Tel: 01268 545259 Mobile: 07810607171 NATIONALITY: British INTERESTS: Fishing, Football, Photography, Koi Keeping, Gardening & Running Professional Qualifications: Cert CII COP CIP – Part completed Lloyds introductory Test (Lloyds Sub Holder) M&T – Vessel Familiarization Course – certified FCA - Compliant Employment Records August 2007 – Present Time Aon Benfield ROLE: Claims Advocate – Broking and Technical
  • 2. Product Lines: FTC & MTC Home Owners Commercial Property Casualty Business interruption Cargo & Specie Aviation Professional Liability Dealing with a wide spectrum of claims from Cradle to Grave Ensuring advices into the Lloyds and Company Markets (Via ECF) Paper file are presented to Underwriters in a timely manner. Prioritising and keeping a work in progress diary to ensure that any matters in litigation are regularly reviewed and chased accordingly. Denials complaints Urgent Cash calls are prioritised. Underwriters Queries are answered promptly. Loss Funds – topping up Escrow funds via monthly Loss BDX submissions and ensuring new agreed loss funds are collected at renewal of contract. Ensure Monthly BDX are chased and submitted according to the terms of trade. Check formats comply with the expected Lloyds standard and the monthly position matched that of agreed individual claim files (ECF) paid for that particular month. Close liaisons with Underwriters Cover holder and TPA’s Claims meetings with ‘Underwriters ensure all schedules/ agreed, TPA’s Terms of trade are understood and complied with according to the terms of the contract, preferably at the outset of the contract and where any new business has been acquired. Appoint Recovery agents to pursue Subrogation potentials Uphold good communication and interpersonal skills and act professional at all times. Be mindful of company compliance and behaviours and maintain company standards and maintain KPI’s. Report to my Line manager on a regular basis Monthly Meetings Production of reports Loss Ratios Profit Commissions Reserve Positions Held funds Underwriters Queries Accounts Queries Insurance portal LPC and IMR – Experienced ECF / Word/XL /power point certified Experienced
  • 3. Dates July 2006 to Aug 2007 COMPANY: HBA LTD ROLE: Claims Manager DUTIES: Worked for the Lloyds Cover holder with settlement Authority to adjust commercial motor – Trucks and Trailers Clients from Ireland Italy North America Handling and adjusting losses within Underwriters authority to be presented via monthly BDX into Lloyds. Maintaining accurate reserves to be presented to underwriters via Monthly BDX. Appointment of Field adjusters, recovery agents. Broking losses in the London Market over authority for Underwriters review and consideration, Calculation of Profit Commissions / Loss ratios for future risk rating Ensure claims are handled and turned around promptly. Ensure risks within authority are covered under the policy and where coverage has not been granted – draft appropriate Denial Letter for underwriter’s approval before sending to the assured Ensure settlements are expedited promptly and mitigate any expenses or additional; Storage fees that may accrue, Where third parties are concerned – Appoint recovery agent to pursue on a contingency bases dependent on the weight of success in recovery any funds. FCA Compliant XL/ WORD /OUTLOOK /Power point ----------------------------------------------------------------------------------------------------------- Dates: 1987 to 2006 COMPANY: Jardine Lloyd Thompson
  • 4. POSITION: Marine/energy /construction/natural resources Claims Manager DUTIES: Endorse and broke a wide spectrum of claims into the London market Hull and Machinery LOH Ship Owners Liabs Charterers Liabs Cargo Construction CAR / Professional Liabs / employees liabs / public Liabs. Maintain Work in Progress Diary Liase with underwriter’s clients and third parties – Dealing with all the technicalities and all aspects of claims from cradle to Grave ----------------------------------------------------------------------------------------------------------- -