Natalie Summerson's guest appearances

Natalie Summerson

Marketing and Finance (MAF) Podcast

The Risky Mix Podcast

Kathryn Knowles

Chris Fox

Russ Roberts

Ryan Hanley

Daniel Crosby

Kate Russell

Andrew Warner

Jeff McMahon

Janet Murray

Chris Dayley

David Wright

Dylis Guyan

Steve Miller

Kate Stalter

John Kennedy

OwlTail

The Key Learning Points:1. Advice for young people starting their careers after leaving school2. The importance of encouraging young people of varying backgrounds to enter the industry, not just those with prior experience in financial services3. Tips for women on building a network and asking for support from peersIn this week’s episode of the Risky Mix podcast, we speak with Natalie Summerson and Evie Plumb from Canada Life. Natalie has had a successful career in the protection industry, gaining account management experience across a number of major insurers including Scottish Provident and Aviva. She is currently Head of Sales for individual protection at Canada Life, and is a passionate advocate of diversity in the workplace, particularly in recruiting new talent.With no prior experience in insurance, Evie Plumb has already made her mark in the two and a half years she has been at Canada Life where she is now strategic account manager. Natalie started off with aspirations to become a teacher due to her passion for science and went on to college where she studied biology, chemistry and psychology.After a year at college, the lure of earning her own money was calling and she left to become an office junior for a financial services company in north London. It was there she learnt about business, and later left to join the world of insurance, becoming a sales support coordinator at Scottish Provident where she eventually got her big break at 19, becoming an account manager for a large distributor in London. Natalie took some time out of the workplace to have her daughter, and on returning joined AXA, working there for five years before moving to Aviva. She was given the opportunity to learn about the other parts of the functioning business and developed a broad understanding of how things worked. It was then that she applied to work at Canada Life, feeling that she could safely tick all of the boxes in the new role. Natalie feels that “we should be encouraging young talent into our sector”. She speaks about the role that young people can play in insurance and how they can “help shape and scope” propositions and distribution to reflect today’s consumers. Natalie thinks it’s important that we encourage young people to enter our industry, not necessarily with a financial services background, but who have the drive and resilience to succeed. Evie Plumb was one such individual.When Evie left school, she was worried that she didn’t know what to do yet felt everyone else around her did. She did an apprenticeship in business administration which gave her a general understanding and experience of the business world and how to liaise with people. It was the yearning to try new things that led her to apply for her current role at Canada Life. Her advice to other young women working in the industry, and looking to develop, is to shadow people. She believes that observing and meeting new people are key, and suggests lending a hand and supporting social events, where possible.Natalie explains that “as a female in this industry, it’s not always easy”, explaining the value of building a network. She also emphasises the importance of asking for support from peers when needed.

The Key Learning Points:1. Advice for young people starting their careers after leaving school2. The importance of encouraging young people of varying backgrounds to enter the industry, not just those with prior experience in financial services3. Tips for women on building a network and asking for support from peersIn this week’s episode of the Risky Mix podcast, we speak with Natalie Summerson and Evie Plumb from Canada Life. Natalie has had a successful career in the protection industry, gaining account management experience across a number of major insurers including Scottish Provident and Aviva. She is currently Head of Sales for individual protection at Canada Life, and is a passionate advocate of diversity in the workplace, particularly in recruiting new talent.With no prior experience in insurance, Evie Plumb has already made her mark in the two and a half years she has been at Canada Life where she is now strategic account manager. Natalie started off with aspirations to become a teacher due to her passion for science and went on to college where she studied biology, chemistry and psychology.After a year at college, the lure of earning her own money was calling and she left to become an office junior for a financial services company in north London. It was there she learnt about business, and later left to join the world of insurance, becoming a sales support coordinator at Scottish Provident where she eventually got her big break at 19, becoming an account manager for a large distributor in London. Natalie took some time out of the workplace to have her daughter, and on returning joined AXA, working there for five years before moving to Aviva. She was given the opportunity to learn about the other parts of the functioning business and developed a broad understanding of how things worked. It was then that she applied to work at Canada Life, feeling that she could safely tick all of the boxes in the new role. Natalie feels that “we should be encouraging young talent into our sector”. She speaks about the role that young people can play in insurance and how they can “help shape and scope” propositions and distribution to reflect today’s consumers. Natalie thinks it’s important that we encourage young people to enter our industry, not necessarily with a financial services background, but who have the drive and resilience to succeed. Evie Plumb was one such individual.When Evie left school, she was worried that she didn’t know what to do yet felt everyone else around her did. She did an apprenticeship in business administration which gave her a general understanding and experience of the business world and how to liaise with people. It was the yearning to try new things that led her to apply for her current role at Canada Life. Her advice to other young women working in the industry, and looking to develop, is to shadow people. She believes that observing and meeting new people are key, and suggests lending a hand and supporting social events, where possible.Natalie explains that “as a female in this industry, it’s not always easy”, explaining the value of building a network. She also emphasises the importance of asking for support from peers when needed.

Ep.7 - The importance of recruiting fresh talent, Natalie Summerson and Evie Plumb, Canada Life

Paul Avis

Bill Eddolls

Paul Avis, Natalie Summerson and Bill Eddolls on improving customer experience with underwriting technology - MAF182 This week, I'm welcoming back Paul Avis to the show for the fifth time along with his colleagues Natalie Summerson and Bill Eddolls. We talk about how technology has transformed the once lengthy and complex underwriting process into something more customer friendly. It's a deep dive into the world of financial services and protection insurance. Welcome to episode 182 of the Marketing and Finance Podcast. We chat about:  How the underwriting process has changed over the years, from simple in the 1980s to complex in the 2000s The three main reasons customers drop out of applying for protection insurance Fixing the frustrations of long waits for General Practitioners Reports Cutting back on questions to make shorter, more understandable applications forms Pints and glasses not "units" - Talking the customer's language Putting the customer at the heart of the journey, not the Actuary  Who are Paul, Natalie and Bill? Paul Avis is Marketing Director at Canada Life Group Insurance. A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing. Natalie Summerson is National Sales Manager for Canada Life Individual Protection. As well as being passionate about protection insurance, Natalie enjoys keeping fit and entertaining her friends and family. Bill Eddolls is a Development Underwriter at Canada Life Individual Protection. A father of three, Bill’s hobbies include walking the dog and supporting his children’s sporting interests: hockey, kickboxing and playing football for Bristol City Academy. Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about:  How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance  You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Paul Avis, Natalie Summerson and Bill Eddolls on improving customer experience with underwriting technology - MAF182 This week, I'm welcoming back Paul Avis to the show for the fifth time along with his colleagues Natalie Summerson and Bill Eddolls. We talk about how technology has transformed the once lengthy and complex underwriting process into something more customer friendly. It's a deep dive into the world of financial services and protection insurance. Welcome to episode 182 of the Marketing and Finance Podcast. We chat about: <ul> <li>How the underwriting process has changed over the years, from simple in the 1980s to complex in the 2000s</li> <li>The three main reasons customers drop out of applying for protection insurance</li> <li>Fixing the frustrations of long waits for General Practitioners Reports</li> <li>Cutting back on questions to make shorter, more understandable applications forms</li> <li>Pints and glasses not "units" - Talking the customer's language</li> <li>Putting the customer at the heart of the journey, not the Actuary</li> </ul> Who are Paul, Natalie and Bill? Paul Avis is Marketing Director at Canada Life Group Insurance. A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing. Natalie Summerson is National Sales Manager for Canada Life Individual Protection. As well as being passionate about protection insurance, Natalie enjoys keeping fit and entertaining her friends and family. Bill Eddolls is a Development Underwriter at Canada Life Individual Protection. A father of three, Bill’s hobbies include walking the dog and supporting his children’s sporting interests: hockey, kickboxing and playing football for Bristol City Academy. Links and Show Notes. For links to the books and apps mentioned, please visit <a href="http://rogeredwards.co.uk/MAF" rel="nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a> for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from <a href="http://rogeredwards.co.uk/MAF" rel="nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a>, iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: <ul> <li>How you can grow your business using content marketing and social media</li> <li>How you can keep your Marketing strategy and communications simple</li> <li>Topics, issues, products and business models from the world of finance</li> </ul> You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. <a href="http://rogeredwards.co.uk/itunes" rel="nofollow" target="_blank">http://rogeredwards.co.uk/itunes</a> Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. <a href="http://rogeredwards.co.uk" rel="nofollow" target="_blank">http://rogeredwards.co.uk</a>

Paul Avis, Natalie Summerson and Bill Eddolls on improving customer experience with underwriting technology - MAF182