Paul is ACII qualified, is a Chartered Insurance Broker. Paul has being in the insurance industry since 1969 with both product providers and brokers and has been the owner of a broking firm since 1982. He joined David Smith in 1994.
Paul is responsible for Larger Client Executive, Insurer Relationships and Complaints Officer.
David is ACII qualified, is a Chartered Insurance Broker and has been in the insurance industry since 1967 with both product providers and brokers.
He is a qualified Financial Adviser and is also responsible for Finance & Accounts, Compliance and Staff HR & Training. He established the firm in 1980.
Tracey is a Senior Account Executive qualified to Cert CII Diploma level and is currently working towards her advanced Diploma. She has been with the firm since leaving school in 1996.
She has progressed through all departments and so has an intimate knowledge of all aspects of the firm. She has additional responsibility for New Business and Staff Training.
Wendy is FCII qualified with a degree in European Studies. Wendy has been in the insurance industry since 1980 and before joining Smith Robinson Ltd held a senior post at Sun Alliance (now part of Royal Sun & Alliance) in the Liability and Marine claims unit. She has been with the firm since January 1997.
Suzie is an experienced Commercial Broker, has a law degree and holds the Cert CII diploma. Suzie has been with Smith Robinson Ltd since February 2004. Her main role is to support Wendy and her clients.
Jessica is also a Commercial Broker and has been with us since leaving school in July 2010 and rapidly attained her Cert CII diploma. She is the e-trade and smaller business executive and supports Tracey and her clients.
Sarah is an Account Handler and joined Smith Robinson Ltd in July 2011. She has extensive experience in delivering superb customer service and supports Paul and his clients. Sarah is embarking on studying for the CII Diploma. She is also responsible for the Personal Insurance requirements of the VIP’s of our commercial clients.
Daniel is our Accounts and Facilities Manager. He also deals with Insurer Accounts and the Administration of the Business Accounts. He joined the company in September 2012 as an apprentice. He has already achieved AAT Levels 2 & 3, and is now studying AAT Level 4.
Chloe is our new apprentice and is training to assist Jessica with the e-traded insurance products as well as taking over some of Daniel’s administrative duties.