Simmone Duffield

• Commenced as an Account Executive and moved into an Account Director role in 2022.
• Established trusted relationships with key stakeholders by providing consistent communication and exceptional service.
• Built strong rapport with clients through regular check-ins, status updates, and proactive problem-solving approaches.
• Delivered measurable success by consistently meeting or exceeding client expectations, solidifying reputation as a reliable account partner.

In addition to the current role, I have achieved or continue to participate in the following;

• Member of the PSC Playbook project group and subsequent roll out across Perth branch.
• Facilitator of weekly Leadership Meetings
• Co-Facilitator of PSC DNA workshop for review post acquisition
• Provide monthly credit control analysis to Leadership team
• Speaker at PSC conference on 'Service Excellence'

• Positions held in both the international liability team as a registered Lloyds broker facilitating wholesale renewals and new business and the real estate and construction team focusing on UK retail business.
• Building relationships with a wide range of Insurance Brokers in the Australian and South African markets to support their client’s requirements for specialised insurance services provided in the London market.
• Advised businesses on tailored insurance solutions, sourced competitive policies from multiple insurers, managed renewals and claims, and ensured full FCA compliance while delivering client-focused service.

• Technical Insurance/Broking skills in accordance with PS 146 competencies including Insurance products, Legislative obligations, Claims, Literacy in technology and systems in current use in the Insurance industry, Invoicing and credit control procedures.
• Development of a portfolio of business with a particular emphasis on profitable growth, providing professional standards and consistency of advice.
• Contribute to business and revenue growth objectives through development of new business and retention of existing business.
• Establish and maintain effective working relationships with the Insured and other individuals working within the Insurance market ensuring that customer expectations are met and exceeded.
• Provide personal advice to clients in all matters affecting their Insurance program needs whilst maintaining a sound knowledge of clients’ industries, businesses and risks. Keep clients fully briefed on market trends and how they may be affected.
• Present recommendations and options to clients; reaching agreement and receiving instructions on their implementation.
• Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet clients’ insurance needs.
• Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organisational goals.
• Monitor and develop the skills of junior staff wherever possible.
• Ensure all activities are carried out in compliance with relevant Acts, legal requirements and ethical standards.

• Quoting, placement, processing and maintenance of insurance business to ensure provision of excellent service to clients and the highest quality input to insurers.
• Provide personalised advice to clients in all matters affecting their insurance program needs ensuring that customer expectations are met and/or exceeded.
• Act on behalf of the client in the settlement of claims, in their best interests at all times.
• Maintain a constant customer focus by working with customers, team members and third parties to find solutions consistent with their needs Negotiate with Underwriters & Third Party providers.
• Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organisational goals whilst keeping management and others informed appropriately and as required about work status.
• Processing all new business / renewals, endorsements/amendments, Electronic filing / scanning.
• Provision of support to Senior Account Executive and Principals.
• Ensure all activities are carried out in compliance with relevant statutory and industry requirements and codes.

• Managing a portfolio of 120 worker’s compensation claims for corporate clients and engagement with all stakeholders