Bartlett Group
Sandy Chan is an experienced insurance professional currently serving as an Associate Account Manager at Bartlett Group since November 2023. Prior to this role, Sandy worked as a Commercial Lines Account Manager at Ashmead Insurance Associates from May 2021 to November 2023, handling tasks such as processing loss runs, managing claims over $50,000, and assisting small business clients with renewals and audits using the Hawksoft management system. Sandy also has a background as a Customer Service Representative at A-Best Insurance and Financial Services, where responsibilities included quoting personal and commercial lines and assisting with ACORD applications. Earlier work experience includes a position as a Sales Associate at Abercrombie and Fitch. Sandy holds a high school diploma from Northeast High School and has attended Temple University College of Liberal Arts.
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Bartlett Group
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Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group operates globally, reaching clients in over 30 countries through our UK and overseas offices and an extensive network of associates. As a Chartered Insurance Broker, our dedication to quality is evident in our client-centric approach and the expertise of our in-house team. Today, managed proudly by the third generation of Bartletts, Bartlett Group serves businesses, charities, and individuals across the UK, ranging from regional manufacturing firms to large financial institutions. Private clients include families we've had the privilege of assisting for generations. Looking forward to the next decade rather than the next quarter, we are well-positioned to continue creating meaningful and enjoyable careers for our colleagues nationwide. When you join Bartlett, you contribute to supporting vulnerable young people in the UK and abroad. We allocate 8% of our profits to grassroots organisations, raising over a million pounds in the last four years alone for remarkable causes. Navigating markets effectively and securing success, we invite you to discover more about Bartlett's standard-setting services at www.bartlettgroup.com.