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WHATS NEW AT ADVO PRIVATE CLIENT CHANGES
from Advocate - Issue 41
by advo
NEW FACES, NEW MANAGER & NEW DIRECTION
The way we deliver support to our private clients is undergoing considerable change. The department, run from our Oxford office and overseen by Sue Smith has started the gradual process of moving to our Maidstone office under a new manager, Simon Friday. Sue is planning to retire later this year and this has prompted a review of how we manage individual client policies.
The new team being assembled includes both new and existing talent and will expand the scope of products currently offered to include wider risk policies. The transition is a gradual one overseen by both Simon and Sue.
Simon commented “It’s full steam ahead in our new Private Clients department, a considerable amount of training has already been undertaken with much more to come. The gradual transition of policy renewals into the Maidstone office has already started and the team are reportedly enjoying it immensely!
The short-term aim is to continue to expand the knowledge within the team through the ongoing training sessions both from insurers and internal sources. The longer-term aim is to be in a position where we can pick up all group leavers fully and offer our current Private Clients solutions on all things health, wellness.
The team have been fantastic in their adaptability and desire to learn in our quest to align the Employee Benefits department.”
Much of the team already have considerable insurance and account management experience having worked in other parts of advo in different departments and portfolios.
