Royal London 360° has promoted Richard Gerrard to Head of Customer Services.
Richard, who is Manx-born, has been with the company since 2006 as Policy Administration Manager, with responsibility for leading the New Business, Sales Support and Servicing teams, as well as managing relationships with UK Wrap providers.
He is Chair of the company’s Hong Kong and Far East Governance Committee, and a member of the Risk and Compliance Governance Committee.
He has had an extensive career working within the Isle of Man’s financial services sector.
Prior to joining Royal London 360°, Richard was Head of Customer Services for Britannia International Limited; before this he spent 14 years with Zurich Financial Services (formerly the Allied Dunbar brand), working in the areas of banking, life assurance, technical training and relationship management, before assuming the role of Senior Client Services Manager.
In his new role at Royal London 360°, Richard will be responsible for managing a team of over 45 people which includes the development and delivery of a long-term customer service strategy, ensuring the delivery of partner and client service level agreements and staff training.
His qualifications include a degree (MSc) in International Banking and Finance, the Chartered Institute of Bankers certificate, the Financial Planning Certificate (papers 1 and 2) and business coaching certificates.
In his spare time, Richard, who is married with two childre, enjoys playing golf, football and competitive walking, having completed the Parish Walk in 2008 and 2009.
Terry Kelly, Director of Customer Operations at Royal London 360°, commented, "I am delighted that Richard Gerrard has been promoted to Head of Customer Services.
"He is highly experienced in customer relationship management and understands the needs of both the Royal London 360° business and our customers incredibly well.
"He is well-respected by his colleagues, and I am confident he will continue to drive customer service excellence through the business as it moves forward."