1. Curriculum Vitae – Claire James
43 Threipland Drive, Birchgrove, Cardiff CF14 4PY
Tel: 07824513646 Email: email@example.com
An accomplished General Insurance professional with diverse experience in
business on an executive and management level.
Key Skills and Competencies
Strong administrative skills, highly organised, able to work independently, able to
organise large work volumes efficiently.
People and performance management capabilities, driving performance through
sales teams, highly effective under writing and portfolio management skills.
Numerate and analytical, ability to interpret data; produce reports with
recommendations for action.
An experienced coach with a proven track record of developing people.
Decisive, confident and articulate team player with excellent communication skills.
Strong leader with ability to motivate and develop individuals and teams.
Proven track record of securing new business and retaining existing accounts with
Excellent relationship building and influencing skills.
Excellent verbal and written communication skills.
Highly resilient with the ability to identify positive resolutions to difficult situations.
Strong presentation skills.
Zurich Career History 2004 to 2016
Senior Regional Account Executive (August 2014 to July 2016)
Senior leader and role model for the Branch and Regional Personal Line sales team.
Underwrite, negotiate and secure new business deals and relationships with new
and existing brokers; ensuring first class customer service at all times.
Performance manage accounts; and regularly communicating with stakeholders.
Training delivered to sales teams regarding new propositions, products and
Responsible for delivery of PL sales and business performance plans.
Improving underwriting and portfolio management professionalism across UKGI.
Implementing agreed technical underwriting standards, controls and practices.
Budget responsibility for PL sales spend within area of responsibility.
Team Manager of MID and Warnings Team (January 2012 to August 2014)
Oversee and deliver MID (Motor Insurance Database) compliance and operational
management of Motor Full Cycle Warnings.
Team Manager - Technical Underwriting Team (Sept 2010 to September 2013)
Senior technical underwriter and specialist supporting the service centre and
managing the technical underwriting team.
2. Deliver business targets through a highly customer focussed team, balancing people
and technical skills with the ability to achieve results.
Devising technical and compliance tests for the centre, ensuring that staff are fully
compliant and adhere within their levels of authority.
Maintain appropriate level of function and technical expertise and knowledge of
products, procedures, services and systems.
Identify issues and trends impacting on the effectiveness levels within the Centre.
Manage team to deliver quality standards.
Develop future talent. Support team managers and act as a deputy when the BDM is
on holiday or out of the office. Deal with HR issues. Engagement champion for the
Broker Team Manager (May 2006 to August 2010)
Senior Technical Underwriter.
Call management, quality reviews, coaching, compiling daily stats, reviewing weekly
and monthly stats.
Managing quality measures, maintaining answer rates, service levels and customer
satisfaction and TCF.
Management of New and Existing Business targets alongside adherence to
Supporting development of future talent.
Technical Quality Assistant (September 2004 to April 2006)
Premier Team Underwriter (January 2004 to September 2004)
Prudential Assurance Plc Technical Underwriter (October 1996 to September
Product testing Prudential and Churchill products to remain a Technical Referral
Point. Carrying out amendments to staff and VIP policies
NVQ L2 Customer Service 2001
IF1 obtained in 2002 -IF2 obtained in 2003
NVQ Level 3 Team Manager 2011
Cert CII 2012
A level’s - French Language, English Literature and Spanish for Business (AS)
GCSE’s - English Language, English Literature, Mathematics, Double Award
Science, Computer Studies, French, Welsh, History and Music
Hobbies and Interest
I love spending time with family and friends. I’m passionate about keeping fit and
healthy and enjoy travel, the outdoors, cooking, a glass of wine and shopping.