Paul Canter
Weston-super-Mare
paulcdj1111@gmail.com
07312273375
An experienced and successful Insurance Broker and Account Executive, with vast experience in
the commercial insurance sector across Motor Trade, Fleet, Recovery, Construction and Commercial
risks, with a wealth of direct sales, telesales, appointment making, team management, marketing,
business development and claims handling experience. Also has held a Level 2 underwriting licence
with a major insurer. A consistently high achiever, with excellent communication and negotiation skills.
Confident, committed and well motivated, I am an individual who is driven to achieve sales targets
and thrives in a busy, targeted working environment, achieving 90% plus levels of customer retention
consistently, by providing first-class customer service to all his clients.
Personal Details
Eligible to work in the UK: Yes
Highest Level of Education: GCSE or equivalent
Industry: Insurance
Work Experience
ACCOUNT MANAGER - New Business & Client Management
BOLLINGTON INSURANCE BROKERS LIMITED
September 2015 to March 2021
Purpose of Role
Home-based role - Responsible for developing and retaining new business across the South West region.
Also responsible for sourcing leads, making appointments and undertaking visits to client's premises
across the area, to discuss their insurance requirements and finding a suitable policy for their needs.
Compiling full market submissions and writing new business reports for presentation to clients. Achieving
agreed monthly target for the development of existing and new business. Providing expert advice to new
and existing customers regarding their insurance needs and risk management issues, with a focused
target market of the Motor Trade (Garages, Recovery, Car Sales, MOT Stations and Bodyshop's), along
with all classes of Commercial Insurance.
Skills and Competencies
Development of new business account and retention of existing business, within the South West territory.
Communication skills - Communicating effectively and professionally to clients and insurers at all levels,
both face to face, over the telephone and in writing
Sourcing leads by "cold-calling", both in person and by telephone.
Negotiation and influencing, along with planning, organisational and time-management skills.
Preparing documentation (presentations to insurers) to an exceptionally high standard.
High level interpersonal skills - Building successful, mutually beneficial business relationships.
Marketing of products to clients and cross-selling where applicable.
Key Activities
• Maintaining appropriate, regular contact with existing customers, to ensure their insurance
requirements
continue to be met.
• Providing .clients with excellent customer service levels by taking ownership of any issues and resolving
them
• Liaising as appropriate with underwriters in relation to customer's insurance requirements and needs.
• Promoting & maintaining the highest standard of professionalism, competence and customer
satisfaction.
ACCOUNT EXECUTIVE - New Business & Account Management
COLEMAN INSURANCE BROKERS LIMITED
November 2014 to September 2015
Purpose of Role
Responsible for developing commercial new business across the territory, from a home base and the
Exeter office. Also responsible for undertaking visits to client's premises across the region, to discuss their
insurance requirements and selling a suitable policy for their needs. Compiling full market submissions
and writing new business reports for presentation to clients. Achieving agreed monthly target and
budgets for the development of existing and new clients. Providing expert and prompt advice to new
and existing customers regarding their insurance needs and risk management issues, with a focused
target market of the Motor Trade (Garages, Car Sales, MOT Stations and Bodyshops), and all classes of
Commercial Insurances.
Skills and Competencies
Development of the new business account and retention of existing business, within the region.
Communication skills - Communicating effectively and professionally to clients at all levels, face to face,
over the telephone and in writing.
Negotiation and influencing, along with planning, organisational and time-management.
Preparing documentation (presentations to insurers) to an exceptionally high standard.
High level interpersonal skills - Building successful, mutually beneficial business relationships.
Marketing of products to clients
Key Activities
• Maintaining appropriate, regular contact with existing customers, to ensure their insurance
requirements
continue to be met.
• Ensuring a high level of customer satisfaction, through close cooperation with Account Handlers.
• Liaising as appropriate with insurers in relation to customer's insurance requirements and needs.
• Promoting and maintaining a high standard of professionalism, competence and customer satisfaction.
SENIOR ACCOUNT EXECUTIVE
RA INSURANCE BROKERS LIMITED - Croydon
November 2012 to November 2014
Purpose of Role
Responsible for developing commercial new business across the territory, from a home base. Also
responsible for undertaking visits to clients premises across the region, to discuss their insurance
requirements and working closely with internal account handlers. Compiling full market submissions and
writing new business reports for presentation to clients. Achieving agreed monthly target and budgets
for the development of existing and new clients. Providing expert and prompt advice to new and existing
customers regarding their insurance needs and risk management issues, with a focused target market
of the Motor Trade (Garages, Car Sales, MOT Stations and Bodyshops).
Skills and Competencies
Development of the new business account and retention of existing business, within the region.
Communication skills - Communicating effectively and professionally to clients at all levels, face to face,
over the telephone and in writing.
Negotiation and influencing, along with planning, organisational and time-management.
Preparing documentation (presentations to insurers) to an exceptionally high standard.
High level interpersonal skills - Building successful, mutually beneficial business relationships.
Key Activities
• Achievement of all sales forecasts, plans, programmes and budgets in the South West/Midlands/Welsh
Territory.
• Maintaining appropriate, regular contact with existing customers, to ensure their insurance
requirements
continue to be met.
• Ensuring a high level of customer satisfaction, through close cooperation with Account Handlers.
• Liaising as appropriate with insurers in relation to customer's insurance requirements and needs.
• Promoting and maintaining a high standard of professionalism, competence and customer satisfaction.
DEVELOPMENT EXECUTIVE - New Business (Garagecover)
WALMSLEYS COMMERCIAL INSURANCE BROKERS LIMITED
March 2012 to November 2012
Purpose of Role
Achieving agreed individual forecasts, plans, targets and budgets for the development of existing and
new
customers. Providing expert and prompt advice to new and existing customers regarding their insurance
needs and risk
management issues.
Skills and Competencies
High level interpersonal skills - Building successful, mutually beneficial business relationships.
Communication skills - Communicating effectively and professionally to clients at all levels, face to face,
over the telephone and in writing.
Negotiation and influencing, along with planning, organisational and time-management.
Problem solving as and when required, both for clients and internally.
Key Activities
• Promoting and maintaining a high standard of professionalism, competence and customer satisfaction.
• Adhering to FSA regulations and requirements, promoting a compliant working style.
• Achievement of all sales forecasts, plans, programmes and budgets in the South West Territory.
• Maintaining appropriate, regular contact with existing customers, to ensure their insurance
requirements
continue to be met.
• Identifying and acquiring new customers, in line with objectives, forecasts, plans, targets and budgets.
• Ensuring a high level of customer satisfaction, through close cooperation with Internal Support Staff.
• Liaising as appropriate with insurers in relation to customers insurance requirements.
BUSINESS MANAGER - Account Executive
OYSTER RISK SOLUTIONS LIMITED - Fleet
May 2008 to March 2012
part of Broker Network/Towergate group)
• Responsible for generating and broking new business of a commercial nature, inclusive of Motor Trade,
Fleet, Construction, Engineering, Liability and Property with a target of £100,000 GWP per annum.
• Generated £375,000 GWP from a standing start in just under 3 years.
• Collecting renewal dates/info and collating them onto a database, cold calling potential clients,
arranging face-to-face visits. Completing detailed fact finds in order to gather all necessary information
needed to obtain a quote.
• Responsible for the completion of all documentation to be issued in a compliant manner, in compliance
with the ICOBS rules.
• Delegated Personal Underwriting Authority from a major commercial insurance company. Responsible
for evaluating and underwriting commercial risks that on their behalf.
• Skilled in lead generation and converting prospects into new business from initial client contact, making
appointments to discuss and asses their insurance requirements, liaising with and creating market
submissions to insurers, excellent presentation and sales ability.
• Responsible for all Account Handling and ongoing client relationship management, including all
associated administration.
• Skilled in the use of the Acturis broker system having used this platform for the last three years on
a daily basis.
• Level 2 NIG Underwriter
• Responsible for all Account Handling activities.
AREA MANAGER
COMBINED INSURANCE COMPANY OF AMERICA
December 2006 to May 2008
• Responsible for ensuring that Sales Targets were met by my team and that the Customer Base was
serviced on a regular basis.
• Providing a net increase of at least 6% on an annual basis. My area had a £500,000+ annual premium
base and stretched from Bridgwater to Frome.
• Managed and lead a team of 12 individuals and responsible for the day to day running of the
team, including the following factors: banking (Cash & cheques), business reporting (Daily/Weekly),
daily meetings, training, compliance, motivating, mentoring, coaching, recruiting and also tracking the
progress of my team. I was also responsible for meeting my own personal targets as & when required
(Incentive weeks).
INSURANCE REPRESENTATIVE
COMBINED INSURANCE COMPANY OF AMERICA
June 2006 to December 2006
• Responsible for all aspects of sales for this Multi-National Insurance Company.
• Marketing of products to a wide variety of both new and existing clients by direct means
• Servicing of existing accounts and the generating of new business from them
• Face to face direct sales in volume
• Generating referrals/leads
• Adhering to strict FSA standards
• Working with both business and private clients
• All related administration
• Keeping accurate records of all activity both electronically and paper-based.
SALES MANAGER
DISCOS.UK.NET
August 2005 to June 2006
• Responsible for all aspects of sales for this thriving internet business.
• Working with both Corporate and private clients
• Supervising a team
• All related administration
• Keeping accurate records of all activity both electronically and paper-based.
• Converting enquiries into bookings
RECRUITMENT CONSULTANT - ENGINEERING
FUTURE PEOPLE RECRUITMENT LIMITED
March 2005 to August 2005
• Responsible for all aspects of Recruitment including:
• Interviewing candidates
• Filling new bookings from clients
• Payroll for Industrial Desk
• All related administration
• Keeping accurate records of all new business activity both electronically and paper-based
• Identifying and closing new business opportunities
• Client Visits
BUSINESS DEVELOPMENT CONSULTANT
INDUSTRIAL RECRUITMENT
July 2004 to March 2005
PAMELA NEAVE EMPLOYMENT GROUP
• Responsible for all aspects of Recruitment and Business Development including:
• Interviewing candidates
• Filling new bookings from clients
• Payroll for Industrial Desk
• All related administration
• Keeping accurate records of all new business activity both electronically and paper-based
• Identifying and closing new business opportunities
• Client Visits
TELEPHONE SALES EXECUTIVE/DIRECTOR
GMPB Limited
June 2003 to July 2004
Life Assurance Direct/GMPB Limited
• Selling non-investment financial protection products to members of the public
• Very successful in achieving and exceeding targets
• Telesales to residential prospects to offer broking services in respect of Life, Health and Financial cover
• Progressed to becoming a Director when company changed ownership
TELESALES/CUSTOMER RELATIONSHIP ASSOCIATE
PAMELA NEAVE EMPLOYMENT GROUP(AGENCY)/ I-SKY
October 2002 to June 2003
• Cold calling on behalf of a major credit card company to offer financial and protection products
• Worked on behalf of major energy supplier calling lapsed and existing clients to regain, increase and
generate new business
• Regularly achieved and exceeded sales targets
• Working as part of a busy sales team in a highly targeted environment
TELEPHONE SALES PERSON/ACCOUNT MANAGER
REPROLINK MAGAZINE
June 2000 to October 2002
• Business to business, selling advertising space in a printing industry magazine.
• Looking after existing customers advert placements and requirements.
• Designing adverts for clients using DTP software.
• Targeted sales environment, which he met and exceeded.
CANVASSER
VIRGIN ENERGY
October 1999 to June 2000
• Responsible for generating new business for the company, in a fast paced marketplace. Visiting
members of the public in their own homes and selling energy services to them. Meeting targets
• Working within a team environment, but able to work on own initiative
• Direct sales
TELESALES OPERATIVE
DTP ASSOCIATES
October 1997 to October 1999
• Business to business selling PCs, networking and printers to all industries
• Liaison at Director level with effective business relationships formed at all levels
• Specialised in imaging equipment such as High end Scanners and general IT
INTERNAL ACCOUNTS MANAGER
COMPUADD COMPUTER CORP
March 1993 to October 1997
• Managed a portfolio of corporate clients including Pretty Polly, NEC, and Walkers Crisps
• Attended client meetings and visits face to face
• Personally won large NEC contract
• Met and exceeded sales targets
Education
DIPLOMA in Mathematics CSE
EXMOUTH COMPREHENSIVE SCHOOL
1980 to 1985
Skills
• Account Management
• Cold Calling
• MS Office
• Sales
• Customer relationship management
• B2B sales
