partnership lonely hearts adv

22
WOODWARD MARKWELL INSURANCE BROKERS LTD Needs a partner for life 16 th February 2015

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Page 1: Partnership Lonely Hearts Adv

WOODWARD MARKWELL INSURANCE BROKERS LTDNeeds a partner for life16th February 2015

Page 2: Partnership Lonely Hearts Adv

Woodward Markwell Chartered Insurance

Brokers

We would like to place a lonely hearts advert,

but we wanted to give you the first refusal to be our friend for life

Page 3: Partnership Lonely Hearts Adv

Born in April 1982

Woodward Markwell are an

Independent Insurance Broker (IIB)

Would Like To Meet (WLTM) an

Insurance Company (IC) for a

Long-Term-Relationship (LTR)

Page 4: Partnership Lonely Hearts Adv

We here at Woodward Markwell pride ourselves on our personal, highly professional customer service and standards

We are in constant communications with our clients and partners.

Our staff are trained and tested on a regular basis to ensure that they are able to provide the best standard of advice.

We have high staff morale due to the working conditions we provide, we know how to work hard and play hard too. Having high staff morale, we have a very low staff turnover.

Page 5: Partnership Lonely Hearts Adv

In August 2010 we were really proud to be the 1st Independent Insurance

Broker in Ipswich to achieve

Chartered Insurance

BrokerStatus

Page 6: Partnership Lonely Hearts Adv

The ideal partner would have benefits over other candidates such as:-

Higher Service Standards

Quick document issuing

Quick claims response

Proactive claims activity

Page 7: Partnership Lonely Hearts Adv

Being born in the Zodiac sign of the Dog, we carry the character traits such as Loyalty, compatibility and kindness. We offer kind words of useful advice.

Being a Taurus we are looking for someone to put our roots down with, we would like a relationship for the long-term, we are looking for more than a one night stand.

Page 8: Partnership Lonely Hearts Adv

Recently Woodward Markwell has grown to a work force of 30+ staff

Page 9: Partnership Lonely Hearts Adv

Chartered Insurance Broker

Independent Financial Advisers

One-stop-shop for your Business Protection and Financial needs

Over 400 industry years total employee experience

So…who are we?

Page 10: Partnership Lonely Hearts Adv

The people behind the name…Management

Andrew Johnson ACIIManaging Director

Beverley MonkDirector

John MaplestoneCompany Secretary

Joined:

Experience:

Specialisms:

Interests:

Feb ‘83

42 Years

Agriculture, Chemical and Liabilities

Golf, Football, Food & Fireworks

Joined:

Experience:

Specialisms:

Interests:

Joined:

Experience:

Specialisms:

Interests:

Jan ’12

25 Years

Human Resources, Compliance & Finance

Music, Pilates & Yoga

May ‘94

21 Years

Insurer Settlements, Finance and IT

Golf & Quiz Nights

Page 11: Partnership Lonely Hearts Adv

The people behindthe name… Account Executives

David McGowan Dip CIIJoined:

Experience:

Specialisms:

Interests:

Mark Parlett Dip CII Anthony Mann Cert CIIMarch ’08

24 Years

Food Manufacturing, Plastics & Property

Motorsports & a real ale enthusiast

Joined:

Experience:

Specialisms:

Interests:

Joined:

Experience:

Specialisms:

Interests:

February ‘12

29 Years

Logistics, Leisure & Property

Football & sponsored by Superdry

March ‘14 30 Years

Motor Trade & SME

Football, Cricket, Tennis & Music

Page 12: Partnership Lonely Hearts Adv

The people behindthe name… Account Executives

Amy Weir Cert CII Matt Scutcher ACII

Joined:

Experience:

Specialisms:

Interests:

Joined:

Experience:

Specialisms:

Interests:

June ‘11

8 Years

Retail, SME, Office & Surgery

League Pool & Animals

Oct ’10

14 Years

Motor Trade & Property

American Football & Running

Page 13: Partnership Lonely Hearts Adv

The people behindthe name… Account Handlers

Jen Baker Cert CII Nathalie Conn Cert CII

Jo Wilson

Joined:

Experience:

Works with:

Interests:

Joined:

Experience:

Works with:

Interests:

Joined:

Experience:

Works with:

Interests:

Nov ‘06

8 Years

Matt Scutcher

Running, Cinema & Dog Walking

March ’14

3 Years

Tony Mann & Amy Weir

Fashion & Gym

March ‘14

28 Years

David McGowan

Taoist Tai chi, Amateur Dramatics & Theatre

Page 14: Partnership Lonely Hearts Adv

The people behindthe name… Account Handlers

Zoe Proctor Elizabeth Howe ACII Kate Loder Cert CII

Joined:

Experience:

Works with:

Interests:

Joined:

Experience:

Works with:

Interests:

Joined:

Experience:

Specialisms:

Interests:

April ‘07

14 Years

All Account Executives

Golf, Football, Rugby & Flapjacks

Oct ‘08

13 Years

Mark Parlett

Fooball, Keep Fit & Baking

Sept ‘12

2 Years

Personal Lines

Hockey & Travelling

Page 15: Partnership Lonely Hearts Adv

The people behindthe name…Marketing

Louise Chalklen Cert CIISales & Marketing Co-Ordinator

Latohya HammondMarketing Assistant

Joined:

Experience:

Specialisms:

Interests:

Feb ‘08

17 Years

Social Media, Events, E-Marketing & Networking

Motorsports, Classic Cars, Gardening & Crafting

Joined:

Experience:

Specialisms:

Interests:

Dec ‘14

5 Years

Telemarketing, Marketing Support & Networking

Music, Singing, Fashion Shows & Charity work

Page 16: Partnership Lonely Hearts Adv

Our Interests

Motor Trade

Plastics Print Transport

Food Manufacturing Agriculture

Page 17: Partnership Lonely Hearts Adv

Our Interests

Property Management ManufacturingPackage

Leisure Charity Social Welfare

Page 18: Partnership Lonely Hearts Adv

Targets

Earnings Retention 95%Quote Conversion 63%New Gross Written£1.5mPremiumGWP by 30/12/16 £6m

Our Vital Statistics

Achievements

100% in 2013 (105% 2014)74% in 2014/15 (Currently 86%)£750K in 2014/15, £400K in 2013/14

Page 19: Partnership Lonely Hearts Adv

To grow our book with you to £1million.To build mutual trust and respect.To run a profitable account.To protect our account with you.To maintain active Marketing.To obtain databases for your target industries.To have a long & prosperous life together.

Our Intentions

Page 20: Partnership Lonely Hearts Adv

To maintain our high service standardsTo maintain Chartered Insurance Broker Status.To encourage staff obtain qualificationsTo support studying staffTo regularly monitor competencyTo provide continued access to relevant training platforms

Our Commitment

Page 21: Partnership Lonely Hearts Adv

What can you do?How can you help?Do you have the commitment?Are you transparent?Can you give 100% honesty?What ‘turns you on? What’s your ideal client?Can we work this out?Shall we live together…….forever?

Your Intentions

Page 22: Partnership Lonely Hearts Adv

So………

If you are interested in a Long Term, mutually beneficial relationship with a Specialist, Dedicated, Friendly Local Insurance Broker who will take care of all your needs why don’t you contact me on 01473 408408 or drop me an email at [email protected]