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TL Dallas Team Spotlight: Michael Gregson

Michael Area of Business:
Private Clients

Based:
Edinburgh

What does your role entail?
To develop and maintain relationships with clients and insurers, as well as working alongside colleagues within the Group to create and implement a strategy for Private Clients going forward.

Most important aspect of your role?
Identifying and developing relationships with Private Clients.

What do you find most rewarding?
Working closely with clients to identify their specific needs and deliver a solution which meets their requirements and expectations.

Most challenging part of your role?

Setting myself and the team apart from our competition in a challenging and “swamped” market.

Our industry is changing at a fast pace, especially through the use of technology and social media. That said, I believe there is no replacement for dealing with an individual, someone who will take time to meet with you, understand your needs and make sure a tailored solution is available.

Many of the clients I speak to are surprised to learn when they review their sums insured they are under insured, especially on contents and valuables. I have access to insurers with specialist policies that are not available on line and a range of underwriters who understand the particular bespoke cover required by our clients needs. We work with a panel of insurers who will respond quickly to claims o en settling in cash within 48 hours. As well as arranging insurance, I work alongside a number of Associates, such as Valuers, Security Firms, Solicitors and Wealth Managers to ensure our clients receive the best possible service at all times.

Contact Michael Gregson – michael.gregson@tldallas.com or call 07900 647423.

 

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