THE A-ONE GROUP OPERATIONS TEAM
Please meet the team below:
Naomi Legg - Group Training Manager
Naomi has worked for the company for 13 years and has worked in insurance since 1999 starting out as an Office Junior and progressing to Personal Lines sales then to commercial sales and finally to Office Manager at Dorchester. Naomi is currently the team manager of commercial at head office.
Naomi holds the foundation certificate in insurance and appreciates the opportunities that are available for progression in your career given by the company.
Naomi no longer has a portfolio of clients but she has equipped her team with the knowledge, confidence and professionalism they need in order for them to offer their clients the best service she can.
Outside of the office, Naomi enjoys playing netball, history, countryside dog walks and being a mummy.
Call Naomi on 01425 486519
Email Naomi at firstname.lastname@example.org
Jason Daniells - Director of Commercial Broking
Jason has worked for A-One Insurance for 3 years and has 23 years industry experience. His role involves being responsible for the relationship we have with our Insurer suppliers. A-One looks to make sure that its insurer’s provide a market leading product with the level of service and claims support that clients expect. It is Jason’s role to communicate to the business the initiatives and schemes we are developing as a business in order to fulfil clients bespoke needs.
Jason has a degree in Financial Services and a postgraduate Diploma in Marketing. He is a full Member if the Chartered Institute of Marketing.
Jason specialises in Commercial insurance particularly, professional indemnity and cyber cover. He offers his clients a trusted experience and knowledge and can provide an understanding in plain English without the jargon of the profession.
In his spare time Jason is an expert skier and plays golf to a good level. He has been lucky enough to travel extensively and enjoys good food and fine wine.
Call Jason on 01425 486501
Email Jason at email@example.com
Lia Martin - Director of Corporate Partnerships
Lia has been back at A-One for a year and previously worked for the company for 6 years. Lia’s role is to build mutually beneficial relationships with other companies as well as the marketing, PR and networking for the business. She enjoys the variety in her role.
Lia is the past President of the New Milton Chamber a Trustee of New Milton Town Partnership and Acting President of Westbourne Business Association. Lia has qualifications in Business Management and Customer service and is working towards her Cert CII accreditation.
Lia’s insurance experience and specialisms are varied as she started working in the personal lines team, then moving to property and later involved in the commercial team as a Client Relationship Manager.
Out of the office when she is not networking for the company Lia enjoys socialising with friends and family, has an extensive shoe collection and adores her little dog Eric.
Call Lia on 01425 486509
Email Lia at firstname.lastname@example.org
David Hale Cert CII - Operational Compliance Manager
David’s role is Operational Compliance Manager, this entails looking at all areas of internal compliance for all of the companies that fall within the A-One Insurance Group. This is areas such as file and call quality assessments to ensure processes and procedures are being followed, to minimise the company’s exposures.
As well as monitoring company processes I am also responsible for updating these in line with any regulatory changes and dealing with client complaints. I assist in delivering the training and development across the group in form of presentations and group sessions.
David is Cert CII accredited and working towards an NVQ in Management. He has worked for A-One for 8 years and has 12 years insurance experience.
Outside of work David likes to spend time with his wife and enjoys fine food.
Call David on 01425 486506
Email David at email@example.com
Trevor Brooks Cert CII - Group Compliance Manager
Trevor joined A-One in 1998 and is one of the longest standing members of original staff, he has 37 years insurance experience and 13 years compliance experience and is Cert CII accredited.
Trevor’s role is to review all areas of the business for regulatory compliance, including dealing with the regulator (FCA) and oversight of customer complaints which he ensures are treated with fairness in mind for the customer.
Outside of the office, Trevor enjoys cycling and sport.
Call Trevor on 01425 486505
Email Trevor at firstname.lastname@example.org
Gemma Parker - Group Project Manager
Gemma is the Group Project Manager and has worked for A-One for 13 years she holds the ACMI accreditation.
Gemma deals directly with the board to implement day to day procedures for staff from the board’s objectives. Gemma has the ability to look at the companies’ processes and procedures with a view to increase productivity, streamline workflow and maximise return.
When Gemma isn’t in the office she enjoys spinning, cooking and spending time with my family.
Call Gemma on 01425 486540
Email Gemma at email@example.com
Keely Watson - Human Resources Officer
Keely has worked for A-One for 3 years providing operational and human resource management support to the group.
Keely enjoys the variety of her role and was nominated for the Venus Awards for the Employee of the Year Award following her operational excellence during a two office move.
Keely specialises in Operations and her organisational skills are second to none.
In her free time, Keely enjoys going to the gym, doing her nails, following fashion and socialising with friends and family.
Call Keely on 01425 486507
Email Keely at firstname.lastname@example.org
Charlotte Clapcott - Group IT Analyst
Charlotte has worked for A-One for 3 years and has 8 years IT experience. As our Group It Analyst, Charlotte can do anything from day to day running of the IT infrastructure to web programming.
Charlotte is an IT specialist and enjoys working for A-One as it’s the first job she has had that she looks forward to coming to work for.
When Charlotte isn’t being a technical genius she enjoys motocross, rally, running, swimming, cycling and reading.
Call Charlotte on 01425 486508
Email Charlotte at email@example.com
Susan Martinez - Group Financial Controller
Susan has worked for A-One for nearly 9 years as Group Financial Controller for 10 companies and has over 40 years’ experience in working in Accountancy in various areas from Chartered Accountancy Practice to the Private sector both manufacturing and the service industry (all multi-company concerns in the role of Financial Controller). This has given her a wide and varied knowledge of all types of accounting processes and software packages.
Susan’s day to day role comprises of Completion of Budget Forecasts, Cashflow Forecasts, Monthly Management Reports, Profit and Loss summaries (in different versions), Balance Sheet Reconciliations, Client Money reconciliations and postings to Sage, FCA Gabriel figures half yearly, Monthly journal postings, Payroll submission journals and Staff Expenses. Budget/Actual and Cashflow/Actual monthly updates. Overseeing the postings to Sage, payments from the Bank Accounts either by cheque or bacs, Payments to ARS and Consultants. Submission of detailed information required by the Accountants to complete all the Financial Statements. To name but a few.
When Susan is not busy crunching numbers, she enjoys walking, Zumba
Call Susan on 01425 486510
Email Susan at firstname.lastname@example.org
Heather Denison - Accounts Assistant
Heather has worked for A-One for 14 years and now works as an Accounts Assistant dealing with monthly insurer statements and the settlements of insurer accounts.
Heather has completed her IF1 and IF8 qualifications.
Heather enjoys working in accounts and dealing with the other professionals in the office.
Call Heather on 01425 486512
Email Heather at email@example.com
Eve Traylor - Receptionist & Office Coordinator
Eve has recently joined the A-One Insurance team as our Receptionist and Office Coordinator, she has strong customer service and front of house background having worked in the hospitality industry as a hotel receptionist and a waitress.
Eve’s role enables the smooth running of the busy head office on a day to day basis.
Eve looks forward to her career at A-One progressing and she learns and develops and hopes that her role will evolve when she is fully trained.
When she is not at work Eve enjoys doing some charity work, reading and music.
Call Eve on 01425 486583
Email Eve at firstname.lastname@example.org