Whitfield started as a broker liaison underwriter in 2005 and is now a customer service associate at Swinton
2014 to 2018
Customer service associate at Swinton. Secondment to Swinton Group’s King’s Lynn branch
2015 to 2016
Branch manager at Swinton. Secondment to the group’s Peterborough branch
2016 to 2017
Branch manager at Lifesure Group
2010 to 2014
Team leader at RBS Insurance
2005 to 2010
Broker liaison underwriter at RBS Insurance
Left school post GCSEs
How did you get into insurance?
I was attracted to a career in insurance because I wanted to work in an industry where I knew there would be room for progression. I joined RBS straight from school because I wanted a role in a secure sector and knew people would always need insurance.
My role as a broker liaison underwriter was great because there was scope for progression. Plus I got to speak to customers about cars – one of my real passions. I enjoyed working in underwriting as I liked the challenge of assessing risks, while making sure the organisation remained profitable.
Do you have a role model or mentor and what have you learnt from them?
I have an inspirational role model at work, my manager, Ashley Moden. He has 10 years’ experience at Swinton and I owe my success so far to him. He challenges me and has actively encouraged me to take up managerial secondments. I’ve learnt about all aspects of management from Ashley. This is perfect for me as I’m keen to move into this type of role and help coach and guide colleagues. I find management rewarding and love seeing the changes in confidence and the progression people make under the right leader.
How has your view about the insurance industry changed since you started?
The insurance industry is now much more transparent and customer-focused. We are open with our clients; we disclose all charges, offer a range of channels for contacting us and really give back to the community. We’re here to take away any nagging doubts around insurance. We’ve become more digital because they have given feedback that this is more convenient for them.
Where do you hope to be in 10 years?
I hope to still be in the insurance sector and in a management position in 10 years, as either an area development manager or in a training role.
If I wasn’t working in insurance I would be….
A teacher as I really get a kick out of helping people develop.
“Dan excels at developing and motivating others, using his initiative and looking for extra responsibility.”
John Barnes, head of retail network, Swinton
Zurich disappointed in new #discountrate. David Nichols, Ch Claims Officer: "The failure to change the discount rate to a balanced level will only serve to increase the cost and, therefore, affordability of certain types of insurance - especially for higher risk customers." pic.twitter.com/ac1CfBzfxX— Zurich Insurance UK (@ZurichInsUK) July 15, 2019
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