1. Matthew O’Leary
Address: 110 Crowstone Road, Chalkwell, Essex SS0 8LQ Mob: 07903 267396 Email: matthew.r.oleary@icloud.com
PERSONAL PROFILE
An influential, innovative and results-driven Account Executive and Broker with clear commercial vision, outstanding
product development skills, and a proven track record of assessing client risk and requirements, negotiating retail
and wholesale insurance solutions, and improving the business performance of leading insurance brokers
CAREER & ACHIEVEMENTS TO DATE
Director 2013-date
MOL Consultants Limited
KEY ACHIEVEMENTS
♦ Director of MOL Consultants Ltd, an independent insurance broker specialising in SME retail & wholesale business
♦ Provided in-house expertise in property and casualty insurance, and offered a variety of freelance broker services
♦ Held delegated underwriting authority on commercial insurance binding authority’s business
♦ Designed and marketed bespoke insurance products and provided new solutions for independent insurance claims
♦ Developed a new bespoke product, Safeguard Liability, to protect companies against wrongful allegations of abuse
♦ Consultant to Deloitte, developing a commercial claims complaints handling system for the Financial Ombudsman
♦ Consultant to PricewaterhouseCoopers on the design and creation of commercial insurance underwriting systems
♦ Advised new insurance enterprises on business strategy & plans, infrastructure, international markets & locations
Account Executive & Broker 2012-2013
Lime Street Insurance Brokers
KEY ACHIEVEMENTS
♦ Account Executive and Broker at Lime Street Insurance Brokers, contributing to business strategy and objectives
♦ Developed business plans and high level reviews of potential business streams on a wholesale and a direct basis
♦ Maintained and grew a portfolio of insurers to provide the client base with extensive options re coverage and price
♦ Established Terms of Business Agreements (TOBA) with underwriters including both Lloyds & non-Lloyds markets
♦ Placed business into the Lloyds and London markets, including wholesale energy, casualty and property insurance
♦ Liaised closely with clients to identify individual insurance requirements & design the optimum insurance solution
♦ Conducted due diligence on new cover holders resulting in tribunalisation with the Lloyds market where applicable
♦ Devised & delivered client presentations resulting in potential revenue streams ranging from £5,000 to £500,000
♦ Chaired management meetings to discuss current business streams, marketing, compliance issues & internal KPIs
Director 2009-2012
MOL Consultants Limited
KEY ACHIEVEMENTS
♦ Director of MOL, independent British insurance consultants operating under the umbrella of Lloyds broking houses
♦ Audited cover holders to ensure compliance with holding insurers terms & conditions, and current FCA guidelines
♦ Established excellent working relationships with key Lloyds syndicates and international insurers across the globe
♦ Rapidly expanded & maintained a network of contacts across the UK & Ireland as part of the distribution pipeline
♦ Liaised with MGAs, brokers, financial institutions, solicitors, claims management firms and outsourcing companies
2. CAREER & ACHIEVEMENTS TO DATE (continued)
Senior Non Marine Wholesale Broker 2008-2009
Culver Insurance Brokers
KEY ACHIEVEMENTS
♦ Senior Non-Marine Wholesale Broker at Culver, tasked with developing the London Market UK Wholesale operation
♦ Designed & delivered presentations to £multimillion UK-based insurers as well as to the Lloyds of London market
♦ Secured TOBAs with key syndicates and MGAs, doubling the panel of insurers and providing new business classes
Senior Non-Marine Account Executive & Broker 2005-2008
Norman Butcher & Jones Ltd, Lloyds Insurance Brokers
KEY ACHIEVEMENTS
♦ Senior Executive and Broker at Norman Butcher & Jones, delivering a revenue stream of approximately £4 million
♦ Gained international casualty and property business for placement onto the Lloyds and London insurance markets
♦ Managed, developed and motivated a team of 6 account handlers, measuring performance against KPIs and SLAs
♦ Produced business plans and reviews of business streams to increase bespoke facilities and improve commissions
♦ Won & maintained client accounts, offering an excellent confidential service, and hosting client & insurer meetings
♦ Checked cover holder internal procedures prior to arranging Lloyds cover holder status & issuing policy documents
♦ Implemented Binding Authorities including adherence to FSA procedures, and producing wording & rating matrix
♦ Held delegated underwriting authority, thus offering a more expedient service that resulted in a boost to revenues
♦ Controlled the division budget, prioritised workloads & forward planned, and operated insurance software systems
♦ Delivered £500,000 Gross Written Premium in year one of trading on a binding authority, renewing the next year
EARLY CAREER
♦ Wholesale Facilities Broker with Drumm Group, a privately owned insurance brokers 2001-2005
♦ Senior Energy Claims Broker and Technician with AON, a risk management and insurance company 1997-2000
♦ Marine Claims Technician, creating claim files and updating records at Fenchurch Insurance Brokers 1995-1997
♦ Served as an Underwriters Assistant, providing support for Highway Motor Policies at Lloyds 1993-1995
SKILLS & KEY COMPETENCIES
Exceptional retail and wholesale insurance
expertise
Charismatic, innovative and highly influential
leader
Vast understanding of property & casualty
insurance
Strategic & tactical thinker with clear business
vision
Extensive client & stakeholder relationship
expertise
Shrewd and incisive decision-maker/problem-
solver
Notable business strategy and development
prowess
Highly organised with meticulous attention to
detail
Comprehensive risk assessment & control
expertise
Inherent drive, flair and readiness for a challenge
Strong change & performance management
acumen
Calm, confident & assured in pressurised
situations
Excellent leadership, training and team building
skills
Natural ability to engage across all levels /
cultures
3. Outstanding communication and negotiation
prowess
Professionalism, pragmatism & integrity at all
times
REFERENCES
References available on request