Personal Profile
I am a highly motivated individual with a proven ability to work effectively on my own initiative, as well as part of a team. I have excellent communication skills at all levels ensuring strong business relationships are built and maintained. I have worked in a variety of environments and am able to remain cool when dealing with difficult situations. Exceptionally organised, enabling me to manage a multitude of tasks while constantly reprioritising. I always strive to exceed expectations, delivering maximum results for the business.
Key Skills
• Conscientious and well-organised approach to work with the ability to rapidly learn new skills
• Professional customer service skills
• Effective communicator
• Competent & effective with Microsoft Office Suite
• Polite telephone manner
• Proficient in using Salesforce CRM software
• Diary management
• Excellent written and verbal communication skills
Employment History
April UK (Insurance Company)
Dates Employed: March 2011 – Present
Job Title: New Business Supervisor
(Previous – New Business Administrator, Quality Assessor & Operational Supervisor, Customer Service Manager)
I have worked for April UK, since March 2011. In this time, I have successfully progressed from New Business Administrator to New Business Supervisor, managing the new business team. I have recently been involved in a project, whereby one of our sub-companies has been relocated to our office in Bristol from Newcastle; I have been given the responsibility of learning this side of the business and in doing so have gained new skills, from learning new processes to using new operating systems, in a short space of time.
On a day to day basis, as well as managing the new business team, I process new business and handle our complaints, below is a list of some of my responsibilities and duties –
• Effectively set up new client applications onto various systems for individual and group scheme business
• Liaise with various insurance providers ensuring outstanding information is chased to process
clients applications
• Collate daily & weekly reports to show submitted business figures/API
• Manage weekly pending business report
• Effectively working alongside the training department to identify training needs/areas
• Work together with compliance department ensuring proficiency of paperwork is met and
kept within standard, assessing affordability, eligibility and suitability of advice and products sold
• Email recorded business spreadsheets daily to different insurers
• Ensuring relevant work instructions for business processes are in place and are updated accordingly
• Manage mailboxes and respond within designated timeframes
• Work with Managing Director to ensure correct processes are in place and are updated
where/when necessary
• Govern all office complaints and ensure they are actioned within correct timeframes
• Designate daily tasks using the system work queues
• Authorising holiday requests whilst ensuring relevant cover
• Organise and prioritise workloads for team members
• Request renewal documentation from insurers, sending them onto the client via email or post
Lloyds Banking Group
Dates Employed: February 2010 – March 2011
Job Title: Customer Service Representative
Duties & Responsibilities
• Conscientiously editing clients private details on the system and sending letters of confirmation
• Using multiple systems at the same time to help with customer/IFA enquiries
• Emailing/faxing booklets & forms for specified products
• Faxing valuations of customers pensions
• Taking quotation details and passing on to correct department
• Effectively dealt with and managed customer complaints
• Taking minutes for team huddles/meetings
Brightside PLC/eLife
Dates Employed: October 2009 – January 2010
Job Title: Customer Service Administrator
Mallorca, Spain
Dates Employed: June 2009 – September 2009
Job Title: Events Organiser
BCWA/Simplyhealth
Dates Employed: May 2008 – June 2009
Job Title: Personal Care Adviser – Remedi
AXA Sun Life
Dates Employed: March 2007 – May 2008
Job Title: Customer Service Representative – Admin Centre/Call Centre
I.S Durnell Electrical Contractors
Dates Employed: Nov 2006 – March 2007
Job Title: Office Assistant (Part time)
New Look
Dates Employed: April 2006 – November 2006
Job Title: Retail Assistant (Part time)
Education
Filton College (3 days per week)
Sept 2006 – March 2007
• BFD – Dance
Mangotsfield Secondary School
Sept 2001 – May 2006
• 3 GCSE’s grade C
