Insurance Broker CV

Belfast


  • Insurance Broker

    H.A. Leslie & Co.



    Personal Details
    Telephone Number:   View Contact Details
    City:   Belfast
    Desired job title:   Insurance Broker
    Location:   Belfast
    Added On:   about 4 months ago

    Internal

    More...

    Industries

    insurance

    Job Titles

    Insurance Broker Trainee Insurance Broker

    Skills

    manage new business Residential Property Commercial Property Underwriting Chartered Insurance Institute Driving Licence graduate of Queen's University Belfast

    Qualifications

    Master of Science A Levels Mathematics A Levels Psychology A Levels Religious Education Bachelors Degree Sociology

    Employment History

    Insurance Broker

    2019 - Present

    H.A. Leslie & Co. - Insurance Broker ------- H.A.Leslie & Co. is an independently owned Insurance Brokerage with over 30 years experience within the Commercial, Professional and Personal Lines Insurance industry. * Independently manage new business, retention and Mid Term Adjustment's for over 700 clients including personal lines, residential property owners, commercial property owners, a 220 fleet scheme and a multi location charity portfolio. * Ensure policy benefits, wording changes and client adjustments are accurate and up to date. * Build and sustain an excellent rapport and working relationship with all clients and stakeholders. * Deliver high quality customer service to identify customer needs, meet their requirements whilst adhering to the underwriting guidelines. * Advise clients how to best mitigate risk and reduce likelihood of claims. * Cross sell products to clients. * Engage with a variety of industries including, insurance, education, legal, religious and financial. * Efficiently obtain, understand, evaluate and negotiate quotes from various insurers to ensure the most competitive premium and appropriate cover is provided. * Maintained an effective working relationship with various departments including the accounts department to ensure all policies are paid in a timely manner.


    Trainee Insurance Broker

    2018 - 2019

    H.A.Leslie & Co. is an independently owned Insurance Brokerage with over 30 years experience within the Commercial, Professional and Personal Lines * Analyse and assess individual needs; identify potential issues and establish the best process to achieve an effective and timely solution to enquires. * Collect client information, premiums and process accounts in a timely manner. * Provide effective and efficient verbal and written communication to a range of stakeholders. * Co-ordinate and work with a variety of teams within the office to ensure all renewal milestones are met and projects are completed in a timely manner. * Confident and effective telephone skills. * Excellent attention to detail and ability to accurately record information.


    Education History

    2005 - 2012

    Name of Institution: Methodist College

    Institute Location: , Belfast, , UK

    Education Title: A Levels

    Major: Religious Education, Mathematics, Psychology

    Description: 11 GCSE's 2A*'s, 8A's, 1B Inc. Maths and English Key Skills gained * Ability to effectively analyse and evaluate qualitative and quantitative data, highlighting the salient points and leverage the relevant information into a compelling and comprehensive argument. * Provide effective recommendations, solutions and impact of analytics and/or choices. * Advanced problem solving and analytical skills. * Excellent communication skills, both written and verbal, allowing me to articulate a variety of complex ideas. * Strong team work within an academic and social environment. * Work collaboratively with people from different disciplines to provide the best outcome. * Pragmatic and conscientious approach to workloads in non ideal situations and an ability to work within pre-set constraints.


    2014 - 2017

    Name of Institution: Queen's University

    Institute Location: , Belfast, , UK

    Education Title: intermediategraduate

    Description: MSc with Commendation in Psychology 1st Class Honours (Sociology) Treasurer of Social Sciences Social Society


    2017 - 2018

    Name of Institution: Queen's University

    Institute Location: , Belfast, , UK

    Education Title: intermediategraduate



    Personality Assessment data not available!


    Insurance Broker CV Profile

    ####### #####

    Relocating to Manchester on 6th November 2020

     

    ##################,

    ####### #######

    #########################

    0##########

     

    Personal Statement

     

    A successful and ambitious graduate of Queen’s University #######, with over two years experience as an Insurance Broker specialising in personal lines, residential and commercial property owner’s insurance.  I am currently working towards my Chartered Insurance Institute qualification and am looking for a professional insurance position to utilize my skills and experience whilst, expanding my knowledge of insurance principles.  My work experience, strong academic success, outstanding organisation and communication skills have allowed me to gain extensive transferrable knowledge; establish an adaptable approach to work; and build and develop excellent rapport with clients, providers and colleagues.

     

    Education  

     

    2017 - 2018 Queen’s University #######                                                 MSc with Commendation in Psychology

     

    2014 - 2017 Queen’s University #######                                                 1st Class Honours (Sociology)

                                                                                                                                    Treasurer of Social Sciences Social Society

     

    2005 - 2012 Methodist College #######                A Levels – Religious Education (B), Mathematics (C), Psychology (C)

                    11 GCSE’s 2A*’s, 8A’s, 1B Inc. Maths and English

     

    Key Skills gained

     

                    Ability to effectively analyse and evaluate qualitative and quantitative data, highlighting the salient points and leverage the relevant information into a compelling and comprehensive argument.

                    Provide effective recommendations, solutions and impact of analytics and/or choices.

                    Advanced problem solving and analytical skills.

                    Excellent communication skills, both written and verbal, allowing me to articulate a variety of complex ideas.

                    Strong team work within an academic and social environment.

                    Work collaboratively with people from different disciplines to provide the best outcome.

                    Pragmatic and conscientious approach to workloads in non ideal situations and an ability to work within pre-set constraints.

                    Independently conduct, manage and evaluate two research projects.

                    Understand the wider social implications which inform decisions across a variety of industries

                    Global outlook allowing me to operate in and understand a diverse range of circumstances and cultures.

                    Greater understanding of individuals motivations, preferences and the consequences of choice.

                    Take responsibility to further own knowledge and skills.

                    Being a self-motivated and independent learner.

                    Proficient in all areas of Microsoft Office, including Excel, Word and PowerPoint.

     

     

    Work Experience

    H.A. Leslie & Co. - Insurance Broker                                                                                November 2019 to Present

    H.A.Leslie & Co. is an independently owned Insurance Brokerage with over 30 years experience within the Commercial, Professional and Personal Lines Insurance industry.

                    Independently manage new business, retention and Mid Term Adjustment’s for over 700 clients including personal lines, residential property owners, commercial property owners, a 220 fleet scheme and a multi location charity portfolio.

                    Ensure policy benefits, wording changes and client adjustments are accurate and up to date.

                    Build and sustain an excellent rapport and working relationship with all clients and stakeholders.

                    Deliver high quality customer service to identify customer needs, meet their requirements whilst adhering to the underwriting guidelines.

                    Advise clients how to best mitigate risk and reduce likelihood of claims.

                    Cross sell products to clients.

                    Engage with a variety of industries including, insurance, education, legal, religious and financial.

                    Efficiently obtain, understand, evaluate and negotiate quotes from various insurers to ensure the most competitive premium and appropriate cover is provided.

                    Maintained an effective working relationship with various departments including the accounts department to ensure all policies are paid in a timely manner.

    H.A Leslie & Co.  - Trainee Insurance Broker                                                                September 2018 - November 2019

    H.A.Leslie & Co. is an independently owned Insurance Brokerage with over 30 years experience within the Commercial, Professional and Personal Lines Insurance industry.

                    Analyse and assess individual needs; identify potential issues and establish the best process to achieve an effective and timely solution to enquires.

                    Collect client information, premiums and process accounts in a timely manner.

                    Provide effective and efficient verbal and written communication to a range of stakeholders.

                    Co-ordinate and work with a variety of teams within the office to ensure all renewal milestones are met and projects are completed in a timely manner.

                    Confident and effective telephone skills.

                    Excellent attention to detail and ability to accurately record information.

     

    Skills and Qualifications

                    Full UK Driving license with use of own transport

                    Proficient in Broker System SSP and Microsoft Office – Word, Excel, PowerPoint

     

    Interests and charitable pursuits

    Treasurer of the Social Sciences Social Society

                    Responsible for managing and accounting for all relevant funds and donations generated from fundraising and social events.

                    Effective communication and promotion of social events throughout the year.

    Cancer Fund for Children – Local Volunteer

                    Completed the Inca Trail on behalf of Cancer Fund for Children.

                    Independently raised over £6,000 by orgainsing and promoting various events on behalf of the charity.

                    Volunteered at Daisy Lodge, a respite facility run by Cancer Fund for Children for those families affected by cancer.

    Referees

    Available on request.

    Enter text here...

    Download CV