Accomplished professional with extensive expertise in customer relationship management systems and operations management. Demonstrates proficiency in the Microsoft Office Suite, budgeting and financial planning, and recruitment oversight. Highly organised with a strong focus on attention to detail, confidentiality maintenance, and quality assurance. Adept at client account management and professional correspondence, ensuring efficient record-keeping and database administration. Committed to delivering exceptional customer service while maintaining discretion and confidentiality. Career goals include leveraging leadership skills to enhance organisational efficiency and drive results.
Coordinated excellent to existing Insurance Clients from non-farming backgrounds.
Generated new business in expanding sectors
QA administration for Regulation 44 reports. Client management. Email and telephone enquiries. Use of Dropbox, Microsoft Office suite including Word and Excel.
Advocate for children in care. Return Home interviewer for Children in care. DBS cleared and on update service.
Resolved minor technical issues swiftly avoiding unnecessary delays in workflow by resetting and augmenting an internet based phone service.
Improved record keeping system with attention to detail and thoroughness. Cross checking information and dates with Children's Home and Regulation 44 visitors.
Compiled essential data into useful spreadsheets enhancing overall understanding of business performance.
Fostered a positive work environment, increased employee morale. Small team management incorporation sales targets and HR.
Implemented operational changes for improved efficiency to enhance the business model and increase productivity
Oversaw financial planning.
Initiated business development activities, expanded client base.
Directed team to deliver high-quality sales and customer service in VCTs.
Maintained and grew an Insurance Broker business
Initiated business development activities, expanded client base.
Set up Insurance Brokerage in line with a Financial Services company
Started as associate to generate new business in non farming sector for commercial insurance
Tracked sales progress regularly; addressed any issues that arose promptly.
Kept up-to-date with the latest industry trends, ensuring relevant advice was given to clients in line with the ethos of NFU Mutual.
Provided excellent customer service to existing database of clients
Worked for various estate agents starting as a sales negotiator, progressing to valuer, then senior sales negotiator, manager and dual manager with oversight of two offices.