Jonathan Lister is an experienced manager seeking an opportunity to add value to an established company. He has over 20 years of experience in insurance broking, underwriting, claims management, and quality assurance. Currently he is a Quality Assurance Team Leader at Towergate Insurance where he manages auditing, identifies errors, and ensures compliance. Previously he held roles such as Operational Trainer, Account Manager, and Claims Team Leader at various insurance companies. He has strong analytical, problem solving, and customer service skills.
Anthony Irvine has over 15 years of experience in financial services roles focused on underwriting, customer service, and sales. He is currently a Business Insurance Adviser at AXA providing excellent customer service and consistently achieving targets. Previously he held roles at RSA, Lloyds TSB, Esure, BCW Group, RBS/NIG, and NFU Mutual in underwriting, customer management, and direct sales. He has qualifications in insurance underwriting and financial planning.
Cast UK is an award-winning recruitment firm that specializes in providing interim, contract, and permanent recruitment solutions for procurement, supply chain, and logistics professionals. They have a large network of over 60,000 visitors to their website and social media channels each week, giving them access to talented professionals. Cast UK can help companies fill skills gaps quickly by finding the best candidates, regardless of employment type. They have experience across many industries and provide services to organizations of all sizes.
The document provides guidance and reminders for managers at Kent County Council (KCC) on various HR and operational matters. It reminds managers to complete employee assessments by January 6th and keep documentation. It also notes that managers must complete the Kent Manager Standard within two years to assess employees higher than "achieving". The document provides updates on apprenticeships, the budget overspend, mandatory training, winter weather preparedness, and other policies. It asks managers to promote safety and informs them of upcoming initiatives.
Syed Mustafa Gardezi is seeking a senior position in finance or accounting where he can utilize over 15 years of experience. He has extensive expertise in areas such as financial management, budgeting, payroll management, and credit risk. Currently he is the Finance & Admin Manager at Firefly FZ LLC in Dubai, where his responsibilities include managing financial operations and payroll. Previously he held roles as a Consumer Banking Officer at Standard Chartered Bank and Assistant Financial Controller at TSS in the UK. He has an MCom in Accounting & Finance and is pursuing qualifications from ICAEW and as a CPA.
Flexi Personnel is a recruitment and staffing company providing total workforce solutions including recruitment, outsourced labor management, payroll administration, HR consultancy, and psychometric assessments. They have become the fastest growing RPO company in Kenya since 2008. Their services help clients attract, manage, and develop the right people for their organization while focusing on their core business. Flexi Personnel aims to be the leading provider of total staffing solutions in Sub-Saharan Africa.
Adsum Resource is an outsourced sales and marketing support service for the recruitment sector. It provides services including sales consultancy, lead generation, sales mentoring and training, bid management, data cleansing, market research, opportunity identification, marketing strategy development, branding, website development, PR, social media, and advertising campaign implementation. Services are tailored to clients' needs and can be provided on a retained, project, or day rate basis with performance-related payment factors.
The document outlines Ankush Barwal's career objective and work experience as an Executive in the Human Resources department at Mother Dairy Fruit & Vegetable Private Ltd. It details his responsibilities in areas such as payroll management, recruitment, HR operations, contractor management, training and development, and administrative management at Mother Dairy's plant in Etawah, Uttar Pradesh since 2010.
Balaji Gopal is seeking a challenging position that allows for career growth. He has over 4 years of experience in mutual fund accounting, auditing, bookkeeping, and financial statement preparation. As a senior fund accountant, he supervised a team and handled multiple clients and over 85 funds daily. This included daily NAV pricing, financial reporting, and issue resolution. Balaji is proficient in fund accounting software and has experience reconciling cash and positions between asset managers and custodian banks. He holds an MBA in accounting and finance and relevant industry certifications.
Anthony Irvine has over 15 years of experience in financial services roles focused on underwriting, customer service, and sales. He is currently a Business Insurance Adviser at AXA providing excellent customer service and consistently achieving targets. Previously he held roles at RSA, Lloyds TSB, Esure, BCW Group, RBS/NIG, and NFU Mutual in underwriting, customer management, and direct sales. He has qualifications in insurance underwriting and financial planning.
Cast UK is an award-winning recruitment firm that specializes in providing interim, contract, and permanent recruitment solutions for procurement, supply chain, and logistics professionals. They have a large network of over 60,000 visitors to their website and social media channels each week, giving them access to talented professionals. Cast UK can help companies fill skills gaps quickly by finding the best candidates, regardless of employment type. They have experience across many industries and provide services to organizations of all sizes.
The document provides guidance and reminders for managers at Kent County Council (KCC) on various HR and operational matters. It reminds managers to complete employee assessments by January 6th and keep documentation. It also notes that managers must complete the Kent Manager Standard within two years to assess employees higher than "achieving". The document provides updates on apprenticeships, the budget overspend, mandatory training, winter weather preparedness, and other policies. It asks managers to promote safety and informs them of upcoming initiatives.
Syed Mustafa Gardezi is seeking a senior position in finance or accounting where he can utilize over 15 years of experience. He has extensive expertise in areas such as financial management, budgeting, payroll management, and credit risk. Currently he is the Finance & Admin Manager at Firefly FZ LLC in Dubai, where his responsibilities include managing financial operations and payroll. Previously he held roles as a Consumer Banking Officer at Standard Chartered Bank and Assistant Financial Controller at TSS in the UK. He has an MCom in Accounting & Finance and is pursuing qualifications from ICAEW and as a CPA.
Flexi Personnel is a recruitment and staffing company providing total workforce solutions including recruitment, outsourced labor management, payroll administration, HR consultancy, and psychometric assessments. They have become the fastest growing RPO company in Kenya since 2008. Their services help clients attract, manage, and develop the right people for their organization while focusing on their core business. Flexi Personnel aims to be the leading provider of total staffing solutions in Sub-Saharan Africa.
Adsum Resource is an outsourced sales and marketing support service for the recruitment sector. It provides services including sales consultancy, lead generation, sales mentoring and training, bid management, data cleansing, market research, opportunity identification, marketing strategy development, branding, website development, PR, social media, and advertising campaign implementation. Services are tailored to clients' needs and can be provided on a retained, project, or day rate basis with performance-related payment factors.
The document outlines Ankush Barwal's career objective and work experience as an Executive in the Human Resources department at Mother Dairy Fruit & Vegetable Private Ltd. It details his responsibilities in areas such as payroll management, recruitment, HR operations, contractor management, training and development, and administrative management at Mother Dairy's plant in Etawah, Uttar Pradesh since 2010.
Balaji Gopal is seeking a challenging position that allows for career growth. He has over 4 years of experience in mutual fund accounting, auditing, bookkeeping, and financial statement preparation. As a senior fund accountant, he supervised a team and handled multiple clients and over 85 funds daily. This included daily NAV pricing, financial reporting, and issue resolution. Balaji is proficient in fund accounting software and has experience reconciling cash and positions between asset managers and custodian banks. He holds an MBA in accounting and finance and relevant industry certifications.
The document provides a summary of Mr. Adeel Javed's professional experience and qualifications. He has over 15 years of experience in customer service, business testing, claims handling, and debt collection roles. His skills include attention to detail, problem solving, strong communication, and managing complex customer accounts and complaints. He is motivated, adaptable, and has a proven track record of achieving targets.
Vivek Kumar Singh has over 11 years of experience in insurance operations, underwriting, risk management, claims management, and business development. He is currently the Manager of Finance (Insurance) at Metenere Limited, where he handles their insurance portfolio, oversees claims processing, and works to negotiate better insurance policies and rates. Previously he held roles at IFFCO Tokio General Insurance Company Limited as a Vertical Head and at IFFCO-TOKIO Insurance Services Ltd as an Area Manager.
This document provides a summary of Chris Stanbury's professional experience and qualifications. It details his 15 years of experience handling complaints and disputes in the financial sector. His most recent roles have involved reviewing investment and insurance sales files at various banks and wealth managers. He has a strong track record of consistently meeting and exceeding productivity and quality targets. He also has experience managing and mentoring teams. Chris holds several qualifications in financial planning and management.
Katy Gulliver is an experienced manager with strong communication, team building, and problem solving skills. She has over 10 years of experience managing branches and implementing contract wins without disruption to customer service. Her most recent role was as a branch manager from 2008 to 2011 where she increased profits, reduced costs, and developed her team. She is seeking a new management position where she can utilize her customer focus, budget management skills, and initiative.
This document contains the resume of Biplov Adhikary. It summarizes his professional experience, education, and objectives. He has over 6 years of experience in credit and collections management. Currently he is working as the Credit and Collections lead for India at Sciex Pte Ltd, where he has helped reduce DSO from 90 to 72 days. His responsibilities include credit analysis, account receivables management, collections, and dispute resolution. He holds an MBA in finance and a BBA degree. His objective is to utilize his education and experience to help companies achieve steady growth.
David Michael Dyson has over 30 years of experience in finance, mortgage advice, complaint handling and customer service roles. He has a strong work ethic and proven track record of managing teams and meeting deadlines under pressure. His qualifications include a Financial Planning Certificate and Mortgage Advice Qualification. He is seeking a new role where he can utilize his skills, experience and passion for continuous self-improvement.
Pradeep Singh has over 9 years of experience in credit evaluation, risk management, collections management, customer relationship management, and team management. He is currently seeking a role in real estate, customer relationship management, or collections management. Pradeep has worked at Emirates Islamic Bank, Investors Lounge Real Estate Brokers LLC, Barclays Bank, ABN Amro Bank, and Citigroup Global Services in roles related to credit, real estate, collections, and customer relationship management. He has a Bachelor's degree in Commerce from Delhi University and a Certificate in Credit Management from the Institute of Bankers.
Steve Shuttleworth has over 40 years of experience in the insurance industry as both an underwriter and broker. He has held underwriting roles at several firms, where he was responsible for portfolios of both household and commercial policies. He now seeks a new role where he can continue leveraging his strong technical skills and relationships within the industry.
This resume summarizes the professional experience and qualifications of Talal Fisal Kaddoura. He has over 15 years of experience in customer service roles, most recently as a Senior Service Coordinator and Enablement Shift Leader at NCR Corporation in Oman since 2007. Prior to that, he worked as a Sales Assistance Manager from 2004-2007 and an Account Manager in 2003-2004. He has a Bachelor's Degree in Computer Science from Damascus University and several technical certifications. His skills include customer service, problem resolution, technical support, and account management.
Karla K. Langford has over 15 years of experience in account management and customer service roles. She has a background in exceeding client expectations and identifying opportunities to grow revenue. Her skills include managing client accounts, problem resolution, data analysis, and effective communication. She aims to advise clients and promote additional products.
Richard Hamley has over 30 years of experience in financial services, including roles in banking, financial advising, business analysis, and learning and development. He is currently a Business Development Manager at Legal & General, where he designs and delivers training to external partners on products, regulations, and skills. Prior roles included quality control, project management, and complaint investigation. He aims to broaden his training skills through the CIPD qualification to better identify learning styles and appeal to all trainees.
Nadia Akhter has over 10 years of experience in insurance claims processing and business development in the UAE. She is currently working as a Reinsurance Claims Analyst at Bowring Marsh where she manages all types of reinsurance claims. Prior to this, she worked at Tokio Marine for over 3 years as a Claims Executive and Assistant Insurance Business Development Manager, developing broker relationships. She also has experience working in customer service and sales roles at HSBC Bank, Citibank, and RAK Bank.
This document is a 3-page resume for Ayeshani Mendis summarizing her professional experience and qualifications. She has over 10 years of experience in insurance and finance roles, currently working as an Assistant Account Executive. Her resume highlights strengths in customer service, administration, and working in multinational environments. She is seeking new opportunities and can provide references upon request.
Maureen Nianjo has over 5 years of experience in customer service and complaints review in the financial services industry. She holds an MSc in Financial Economics from Cardiff Business School. Her experience includes roles as a Team Leader for Quality Assurance at National Australia Group, a Quality Assurance Analyst at The Royal Bank of Scotland, and customer service roles at Lloyds Banking Group and British Gas. She is looking to leverage her skills and experience in a role where she can add value.
The document is a resume for Mohammed Khalid Irfan. It summarizes his objective to obtain a position utilizing his skills and experience. It then outlines his extensive experience over 15 years in banking, finance, insurance, customer service, operations and administration. It provides details of his roles and responsibilities in various positions at Standard Chartered Bank, Dell International Services, Oman Insurance Company, The Royal Bank of Scotland, and GE Money. It concludes with his academic qualifications in business administration and computers, as well as his technical skills and personal details.
Paul Faulkner has over 25 years of experience in general insurance, including roles as a commercial insurance underwriter and account handler. He is currently a commercial insurance underwriter at Royal & Sun Alliance, where he provides underwriting and service to brokers and manages insurance schemes. Previously he held underwriting roles at Swinton Commercial and Cooperative Financial Services.
Vinay Tripathi is seeking a managerial role. He has 8 years of experience managing branch operations and key accounts. Currently he is the Branch Operations Manager for Rentokil India Pvt Ltd in Pune, where he leads a large team and is responsible for strategy, operations, supply chain, customer retention and team management. Previously he worked for ISS HiCare where he managed housekeeping for Delhi Airport Terminal 3 and led a team of 72 members.
T. Anbarasu has over 10 years of experience in automotive sales and service in roles of increasing responsibility. He has a proven track record of growing sales and achieving targets. His expertise includes sales, marketing, new product launches, CRM, DMS, SAP, and after sales promotions. Currently he is a Deputy Executive at Rane TRW focusing on sales planning, customer satisfaction, market intelligence, and establishing strategic alliances. Previously he was a Junior Technical Officer at TVS providing after sales service and technical support to customers. He has a Diploma in Automobile Engineering and is proficient in English and Tamil.
This document provides a summary of Carrine Lavett's qualifications and experience in the insurance industry spanning over 21 years. She is seeking a new position that offers career advancement. Her experience includes roles in underwriting, auditing, customer service, billing and carrier relations across personal and commercial insurance lines. She possesses strong communication, analytical and customer service skills.
Suzanne Mullan has over 20 years of experience in London Market insurance and reinsurance claims handling. She currently works as a Claims Technical Broker for Besso Group, where she manages property, liability, and trucking claims from first notification through settlement. Previously she held roles as a Claims Operations Coordinator/Team Leader at Randall & Quilter and various claims handling roles at other London Market insurers and reinsurers. She has strong communication, technical, and computer skills relevant to the claims process.
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The document provides a summary of Mr. Adeel Javed's professional experience and qualifications. He has over 15 years of experience in customer service, business testing, claims handling, and debt collection roles. His skills include attention to detail, problem solving, strong communication, and managing complex customer accounts and complaints. He is motivated, adaptable, and has a proven track record of achieving targets.
Vivek Kumar Singh has over 11 years of experience in insurance operations, underwriting, risk management, claims management, and business development. He is currently the Manager of Finance (Insurance) at Metenere Limited, where he handles their insurance portfolio, oversees claims processing, and works to negotiate better insurance policies and rates. Previously he held roles at IFFCO Tokio General Insurance Company Limited as a Vertical Head and at IFFCO-TOKIO Insurance Services Ltd as an Area Manager.
This document provides a summary of Chris Stanbury's professional experience and qualifications. It details his 15 years of experience handling complaints and disputes in the financial sector. His most recent roles have involved reviewing investment and insurance sales files at various banks and wealth managers. He has a strong track record of consistently meeting and exceeding productivity and quality targets. He also has experience managing and mentoring teams. Chris holds several qualifications in financial planning and management.
Katy Gulliver is an experienced manager with strong communication, team building, and problem solving skills. She has over 10 years of experience managing branches and implementing contract wins without disruption to customer service. Her most recent role was as a branch manager from 2008 to 2011 where she increased profits, reduced costs, and developed her team. She is seeking a new management position where she can utilize her customer focus, budget management skills, and initiative.
This document contains the resume of Biplov Adhikary. It summarizes his professional experience, education, and objectives. He has over 6 years of experience in credit and collections management. Currently he is working as the Credit and Collections lead for India at Sciex Pte Ltd, where he has helped reduce DSO from 90 to 72 days. His responsibilities include credit analysis, account receivables management, collections, and dispute resolution. He holds an MBA in finance and a BBA degree. His objective is to utilize his education and experience to help companies achieve steady growth.
David Michael Dyson has over 30 years of experience in finance, mortgage advice, complaint handling and customer service roles. He has a strong work ethic and proven track record of managing teams and meeting deadlines under pressure. His qualifications include a Financial Planning Certificate and Mortgage Advice Qualification. He is seeking a new role where he can utilize his skills, experience and passion for continuous self-improvement.
Pradeep Singh has over 9 years of experience in credit evaluation, risk management, collections management, customer relationship management, and team management. He is currently seeking a role in real estate, customer relationship management, or collections management. Pradeep has worked at Emirates Islamic Bank, Investors Lounge Real Estate Brokers LLC, Barclays Bank, ABN Amro Bank, and Citigroup Global Services in roles related to credit, real estate, collections, and customer relationship management. He has a Bachelor's degree in Commerce from Delhi University and a Certificate in Credit Management from the Institute of Bankers.
Steve Shuttleworth has over 40 years of experience in the insurance industry as both an underwriter and broker. He has held underwriting roles at several firms, where he was responsible for portfolios of both household and commercial policies. He now seeks a new role where he can continue leveraging his strong technical skills and relationships within the industry.
This resume summarizes the professional experience and qualifications of Talal Fisal Kaddoura. He has over 15 years of experience in customer service roles, most recently as a Senior Service Coordinator and Enablement Shift Leader at NCR Corporation in Oman since 2007. Prior to that, he worked as a Sales Assistance Manager from 2004-2007 and an Account Manager in 2003-2004. He has a Bachelor's Degree in Computer Science from Damascus University and several technical certifications. His skills include customer service, problem resolution, technical support, and account management.
Karla K. Langford has over 15 years of experience in account management and customer service roles. She has a background in exceeding client expectations and identifying opportunities to grow revenue. Her skills include managing client accounts, problem resolution, data analysis, and effective communication. She aims to advise clients and promote additional products.
Richard Hamley has over 30 years of experience in financial services, including roles in banking, financial advising, business analysis, and learning and development. He is currently a Business Development Manager at Legal & General, where he designs and delivers training to external partners on products, regulations, and skills. Prior roles included quality control, project management, and complaint investigation. He aims to broaden his training skills through the CIPD qualification to better identify learning styles and appeal to all trainees.
Nadia Akhter has over 10 years of experience in insurance claims processing and business development in the UAE. She is currently working as a Reinsurance Claims Analyst at Bowring Marsh where she manages all types of reinsurance claims. Prior to this, she worked at Tokio Marine for over 3 years as a Claims Executive and Assistant Insurance Business Development Manager, developing broker relationships. She also has experience working in customer service and sales roles at HSBC Bank, Citibank, and RAK Bank.
This document is a 3-page resume for Ayeshani Mendis summarizing her professional experience and qualifications. She has over 10 years of experience in insurance and finance roles, currently working as an Assistant Account Executive. Her resume highlights strengths in customer service, administration, and working in multinational environments. She is seeking new opportunities and can provide references upon request.
Maureen Nianjo has over 5 years of experience in customer service and complaints review in the financial services industry. She holds an MSc in Financial Economics from Cardiff Business School. Her experience includes roles as a Team Leader for Quality Assurance at National Australia Group, a Quality Assurance Analyst at The Royal Bank of Scotland, and customer service roles at Lloyds Banking Group and British Gas. She is looking to leverage her skills and experience in a role where she can add value.
The document is a resume for Mohammed Khalid Irfan. It summarizes his objective to obtain a position utilizing his skills and experience. It then outlines his extensive experience over 15 years in banking, finance, insurance, customer service, operations and administration. It provides details of his roles and responsibilities in various positions at Standard Chartered Bank, Dell International Services, Oman Insurance Company, The Royal Bank of Scotland, and GE Money. It concludes with his academic qualifications in business administration and computers, as well as his technical skills and personal details.
Paul Faulkner has over 25 years of experience in general insurance, including roles as a commercial insurance underwriter and account handler. He is currently a commercial insurance underwriter at Royal & Sun Alliance, where he provides underwriting and service to brokers and manages insurance schemes. Previously he held underwriting roles at Swinton Commercial and Cooperative Financial Services.
Vinay Tripathi is seeking a managerial role. He has 8 years of experience managing branch operations and key accounts. Currently he is the Branch Operations Manager for Rentokil India Pvt Ltd in Pune, where he leads a large team and is responsible for strategy, operations, supply chain, customer retention and team management. Previously he worked for ISS HiCare where he managed housekeeping for Delhi Airport Terminal 3 and led a team of 72 members.
T. Anbarasu has over 10 years of experience in automotive sales and service in roles of increasing responsibility. He has a proven track record of growing sales and achieving targets. His expertise includes sales, marketing, new product launches, CRM, DMS, SAP, and after sales promotions. Currently he is a Deputy Executive at Rane TRW focusing on sales planning, customer satisfaction, market intelligence, and establishing strategic alliances. Previously he was a Junior Technical Officer at TVS providing after sales service and technical support to customers. He has a Diploma in Automobile Engineering and is proficient in English and Tamil.
This document provides a summary of Carrine Lavett's qualifications and experience in the insurance industry spanning over 21 years. She is seeking a new position that offers career advancement. Her experience includes roles in underwriting, auditing, customer service, billing and carrier relations across personal and commercial insurance lines. She possesses strong communication, analytical and customer service skills.
Suzanne Mullan has over 20 years of experience in London Market insurance and reinsurance claims handling. She currently works as a Claims Technical Broker for Besso Group, where she manages property, liability, and trucking claims from first notification through settlement. Previously she held roles as a Claims Operations Coordinator/Team Leader at Randall & Quilter and various claims handling roles at other London Market insurers and reinsurers. She has strong communication, technical, and computer skills relevant to the claims process.
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1. Jonathan Lister
Flat 46 The Wentwood, 76 Newton Street, Manchester. M1 1EU
Telephone 07530 611218
Objective
________________________________________________________________________
An experienced manager, seeking an opportunity to add value to an
established company.
Key Skills
______________________________________________________________________
Proven analytical, decision making and financial problem solving skills
· Practical, pragmatic, calm and efficient
· Computer literate, good time manage me nt and organisation ability
· Hard working, resourceful, a team leader who is a team player
. Excellent understanding of document wording and application
Employment History
_______________________________________________________________________
January 2015 -to date Quality Assuran ce Team Leader -Towergate
Insuran ce Mancheste r TO
Managing the Quality Assurance Team business commitments; to assist
with call auditing of existing account executives, account handlers, new
sales recruits and customer service.
Identify E&O’s and advise of any potential ICOBs breaches.
Manage Appeals – review of grades for challenged feedback. Advise re
script usage, process & compliance.
MI analysis – compile data & statistics, collate spread sheets & trackers to
record process errors, track remediation and record trends for business
reports.
Ensure consistency of feedback grading.
Manage QA Team – set KPIs & complete staff reviews; monitor
attendance, absenteeism, training programme s and leave.
Ancillary support – assist PIPs and monitor training development
programme s.
Delivering feedback to handlers & team leaders re calls audited
Advise re script usage.
Creating spread sheets to record process errors, track remediation and
record traits in all grades.
Assist account handlers providing technical information: advice regarding
Data Protection application, retention process and rebrokes.
Work with New Business & schemes to assist process development and
best practice sales.
Assist QA team advising team colleagues re: product knowledge, process
enquiries and system navigation.
Work with training to develop product and process knowledge and ensure
a level strategy is delivered.
Jonathan Lister’ CV cont’d .2.
2. October 2014 Operational Trainer -Towergate Insuran ce
Mancheste r TO
(Internal transfer from CCV Cardiff Insurance Brokers)
Working with the Operational Training Team Leader to assist with training
of all sales staff, account handlers, account executives & new recruits.
Managing product & technical training material to ensure it all remains
current and compliant with current company standards, internal process &
FCA regulations.
Creating training presentations for product knowledge, system usage &
processes.
Process mapping new business, renewals, mid- term adjustments, lapses &
cancellation.
Creating transactions
Deliver training seminars through Academy Forums – to facilitate learning
and enhance knowledge/ clarify ‘handling’ processes.
Assist trainee staff providing technical information and supervision
July 05 – to date Culver Insuran ce Brokers – CCV Cardiff Insuran ce
Brokers (March 09 – September 2014) Account Manager, SME Team
Leader & Powerplace Champion Cardiff
Carry out client relationship manage me nt and administration of policies –
address any enquiries and investigate any complaints re service/ policy
cover.
Underwriting and broking all aspects of commercial, corporate, high
networth and aviation insurance policies -Experience includes: Property,
Health, Public Entities, Food and Beverage + Education, sectors.
Identifying and developing new business strategies + budgets.
Tendering new contracts, identify cover requirements.
Drafting client presentation packages for marketing to insurers
Assisting with formulation & creation of ‘new’ inhouse data system + code
entry.
To manage and develop staff members providing technical information
and supervision
(In Septembe r 08 Culver Insuran ce Brokers was acquired by CCV and in
Dec 08 the companies were merged under the umbrella
“Protectag ro u p” – this resulted in a change of office address and
internal structu re. Protectag ro u p has since been rebranded as CCV
Cardiff and is now rebranded as Towergate Insuran ce )
(Sept 06 – March 09 ) Claims Team Leader
Manage team whilst proactively dealing with claims – household, motor,
commercial, corporate, business interruption, schemes, public &
employers liability, personal injury and professional indemnity.
Manage & Investigate Claims - receive incident notification, confirm cover
and provide technical advice – establish ‘best procedure’ and ensure
realistic timescales for resolution within FSA guidelines.
Instruct insurers and correspond with any appointed parties (loss
adjusters/ engineers). Appoint representatives for clients, allocate
reserves and process interim payments.
Process all correspondence, review and advise, third party litigation
Initiate uninsured loss recovery on client’s behalf.
3. Ensure prompt settlement on ‘best terms’ for client/ advise on
representation where insurers refuse a claim or apply restrictive terms.
Compile claims experience reports and spreadsheets.
Jonathan Lister’ CV cont’d .3.
(July 05 – Sept 06) Account Manager
Broking personal lines, commercial and corporate, insurance policies.
Dealing with existing high profile clients, cross marketing and developing
new business.
Tendering new contracts.
Identifying client requirements, advising of ‘demands and needs’,
suggesting ‘policy cover’ solutions arranging competitive quotes and
credit agreements.
Carry out file audits for all departments to comply with FSA standards.
Draft template documents for company ‘standard letters’ and official
client correspondence.
Septembe r 04 – July 05 Senior Consultant - The Claims People Ltd
Bristol
Dealing with all aspects of allocated claims to include claims assessment
and processing, claims settlement, membership verification and
manage me nt of high value claims.
Ensure that the Claims Manager is fully briefed on issues that may impact
the delivery of the service. Maintain accurate records including statistical
information and, provide adequate documentation relating to the services
and products using their in-house package.
Decembe r 99 - April 04 Claims Manager - Cunningha m
Lindsey Cardiff
Claim advice, loss adjustment, handling and manage me nt; controlling the
cost of the claim whilst ensuring the benefits of the policy are delivered to
the insured without incurring additional expenditure for the client.
Diary manage me nt to ensure the effective handling of claims.
Completion, processing of site visit reports, settlement details and
payment requests.
Policy implementation and interpretation. Pro-active customer service.
The Charted Insurance Institute - Foundation Insurance Test, obtained
throughout course of employment
October 95 - 1999 Contra cts Manager - Project Advisory Technology
System Ltd
Client negotiation: the tendering of new contracts to supply employees.
Intermediate client communications, company representation - the
preparation of external correspondence. The registration of potential
employees’ CV input onto database
4. The profiling of suitable resumes to be presented for ‘scope of works’.
Determination of invoiced account settlement per completed workload.
Jonathan Lister’ CV cont’d .4
Experience
____________________________________________________
• Account handling
• Statistic analysis and interpretation of data
• Client manage me nt – build and maintain good customer relations.
• Completion and presentation of reports.
• Contract negotiation.
• Working to targets + compliance to statutory regulations
• Implement and maintain procedures.
• Policy cover application.
• Resolve and finalise claims.
• Train system users – including: Powerplace, TCU online and
Towergate “Quote & Buy”
.
Education & Qualifications
1990 - 1995 University of the West of England
Law (LLB Hons) -2(1)
1977 - 1989 Balfour House Independent Grammar School
O’Level A’Level
Mathematics History
English Language Parliament &
Politics
English Literature Art
French English
Geography
History
Chemistry
Biology
Physics
Art
General Studies
Interests
________________________________________________________________________
People, travel, personal development, sport and painting. I am interested
in the arts, general fitness, swimming and horse riding.