Curriculum Vitae

Personal Statement
I am an extremely loyal, competitive, highly focused individual with over 25 year’s insurance experience. I have a deeply analytical thought process and excel in identifying areas of improvements and problem solving, allowing me to ensure that businesses are continuously driven forwards. I am used to handling multiple projects whilst still ensuring deadlines are met intoday’s demanding environments. I enjoy getting to grips with new technologies and platforms and am able to have a fundamental understanding of software platforms workflow extremely quickly.

Career history

Broker Systems Manager

Feb 2010 – Present

Insurance Factory Ltd

In my current role, I am responsible for the overall support and development of our core OpenGI software platform. The platform has been tweaked and configured over the last 7 years to support 400+ users, handle multiple brands, remote office locations and 50+ different policy types. My role is extremely diverse and may see me making recommendations to the senior management team over system improvements or upgrades, dealing with aggregator and software house relationships,implementing regulatory changes or identifying key areas where process automation or changes will have the greatest impact. I have been pivotal in successfully integrating 4 acquisitions into our platform allowing each business to reduce staff costs whilst also providing a better service to the end consumers. These acquisitions and changes have seen the business grow 10 fold in the last 7 years. I currently manage a team of 4 staff whom I monitor and coach to help improve knowledge and experience. This gives them the skills and tools they need to identify and fix issues quickly to help prevent any loss of productivity.

Summary of experience

● Project Management and Delivery Ownership

● Excellent MI Reporting / Data Analysis skills

● Extensive Dealings with Aggregators and Software houses at a senior level

● Experience in managing a team

● Business Automation and Workflow Improvements specialist

● Cost analysis and reduction in running costs

● Key understanding of Business Targets and Goals

● Strong Business Development skills helping to find new markets or products

● Monitoring of Lead Generation and Lead Performance

● Development of Pricing Rules and models

● OpenGI xStream Implementation

● OpenGI Core Toolkit / Core Toolkit Pro Specialist

● Comprehensive understanding of InfoCentrePlus

● Microsoft SQL experience

● Strong relationships with Marketing and Website development teams

● Software and Development Testing

Internet Manager / Real Time Pricing Developer Mar 2007 – Feb 2010

Insurance Factory Ltd

I was originally employed by Insurance Factory as Internet Manager with the responsibility of developing a viable internetpresence in the aggregator space. I added the role of Real Time Pricing developer in 2009 to help build up our volumes andprofitability. During this time it became clear that we needed better customer handling and experience, so I implementedchanges to the customer journey and back office processes that reduced customer enquiries and increased sales. This analytical approach to details lead to me taking ownership of platform development and the move of software providersfrom CDL to OpenGI.

Summary of experience

● Responsible for developing successful aggregator presence

● Ensuring Long Term value and Customer Retention key to business plans

● Day to Day Aggregator Relationship

● Developing a pricing plan to maximize income into the business

● Strong communication skills

● Developing bespoke website journeys to maximise income

● Improving brand awareness and exposure

● Improving customer documentation and handling

● Development of the CDL Classic platform

● Development of client letter suite

Assistant Manager / Relief Manager

Sep 1995 – Mar 2007

Bennett’s Insurance / Budget Insurance / Swinton Insurance

I joined Bennett’s in 1995 as Sales Advisor working in a busy city center office. When Bennett’s changed hands to BudgetRetail I progressed to assistant manager / relief manager I provided support to other branches within the group ensuring thatsales targets were met. I continued to provide support when needed after the business changed hands to SwintonInsurance.Summary of experience

● Working in targeted environment

● Managing Staff

● Dealing with customers both face to face and on the phone

● Complaint handling

● Collating Sales figures and MI

● Comprehensive Microsoft Word and Excel skills

Sales Consultant

Jul 1992 – Sep 1995

Hinckey Insurance Brokers

I started working in insurance back in 1992 for Hinckley Insurance Brokers as an office junior. I helped administer and sellpolicies to clients and cross sell additional products to ensure we maximised income. I quickly progressed and became asales consultant, helping both sell and administer insurance policies and add-onsSummary of experience

● Database Entry

● Customer facing interaction

● Collating MI

● Software updates

● Client record keeping computer and paper records


I love spending time with my family or socialising with friends. I enjoy cycling, walking and generally being outdoors. Iconsider myself a bit of a technology geek, I like trying out new gadgets and technologies or spending time building andmaintaining my websites.ObjectiveI am looking forward to obtaining a new and rewarding opportunity, where I can bring my skills and experience to make asignificant impact to the growth and development of a business.Education and Qualifications8 GCSE grades B-DReferencesAvailable on request

Education and Qualifications

8 GCSE grades B-D


Available on request