Andrew Wilkinson
Project and Technical Support Officer at The Oddfellows Friendly Society- Claim this Profile
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English -
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Bio
Credentials
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Prince 2
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Experience
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The Oddfellows Friendly Society
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United Kingdom
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Investment Management
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1 - 100 Employee
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Project and Technical Support Officer
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Jan 2013 - Present
Provide project management and technical support to the Insurance Department in the delivery of its objectives, working both independently and as a member of a team as the need arises. Key Achievements (to-date) • Project managing the implementation of Solvency II requirements within the Society to ensure it is fully compliant with the new EU regulations being implanted in 2016. o Developed a Requirements Traceability Matrix to help map out advice given in Consultation Papers through to business requirements, development, and implementation. o Managed the production and delivery of Governance policies, ensuring sign-off by appropriate functions. o Maintain Project Plan on MS Project 2007/2010. o Produced and maintain RAIDD log. o Process-mapping of current “as is” and “to-be” reporting procedures. o Process mapping of current “as is” and “to-be” Governance and Reporting structures in line with Risk Management Framework o Produce quarterly Newsletter for all staff advising them of progress of implementation, and also providing Q&A. • Project Managing the Transfer of Engagement of another Friendly Society into the Oddfellows. • Project Managing the implantation of a bespoke Intranet system. • Project managed the delivery and launch of a Junior ISA product. Key achievements being; o Arranged and chaired working groups for each phase of the project o Liaised with Marketing and Design departments to develop a unique brand for the product and a marketing strategy o Drafted Key Facts and Terms & Conditions brochure along with other key documents such as application form and cooling-off letter o Assisted in the design and development of a bespoke web-page for the product o Handed-off to Society with recognition and reward being provided by the Executive Show less
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Manchester Unity Friendly Society
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United Kingdom
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Investment Management
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1 - 100 Employee
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Senior Insurance Department Advisor
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Apr 2007 - Jan 2013
Provided an excellent service to all Life and Pensions customers through administering the work of the Insurance Department in accordance with Society agreed standards and regulatory principles, rules & guidance. Constantly monitored working practices and procedures to ensure the highest level of service iwas being provided. Dealt with regulated and service complaints in line with FOS guidelines and Society SLAs. Ensured customers were treated fairly according to the principles of TCF. Provided accurate Management Information on productivity of the department and solvency of the investment funds. Maintained accurate records of expenditure within the department to establish areas where cost savings can be made. Key Achievements • Successfully transferred an entire book of Life & Investment products from The Ideal Benefit Society in Birmingham to the Oddfellows in 2007. • Reviewed and streamlined all Ideal B.S. procedures to ensure a more productive service was being provided to both internal and external customers. • Designed and developed an in-house Work Tracking system to help ensure all scheduled processes are completed on time, and to monitor peak times in work volumes allowing for more proactive organisation of staff and process allocation. • Produce Monthly, Quarterly, and Annual MI on complaints, service level breaches, claim volumes, premium income, and Solvency. • Impartially dealt with Regulated and Service complaints in line with FOS guidelines • Provide detailed analysis of customer feedback on service provided by Insurance Dept. in line with FSA’s Treating Customers Fairly (TCF) directive. • Deputise for Manager during periods of absence. • Handle a variety of administration roles, including Pension Transfers & Triviality claims, Death/Surrender/Maturity claims on Whole of Life and Endowment products, Sickness Benefit payments on Earnings Protection (EPI) products. • Deliver training and coaching to under-performing staff Show less
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Team Manager
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Jun 2005 - Apr 2007
Lead and managed a team of staff to achieve the business objectives for the department and company. Maintained service levels, improved end-to-end processes, developed and maintained good relationships with our customers and ensured adherence to all Data Protection/Money Laundering regulations. Developed staff through Performance Management to achieve their own personal objectives for development. Communicated management information to staff, and be a conduit for staff to be heard by management. Maintained accurate records on staff attendance, including holidays, flex leave, and sickness. Forecasted incoming work volumes and available resource to minimise risk of service levels not being met. Key Achievements • Prioritised own workload, and that of my team to achieve team/business needs, and meet all service and quality requirements. • Assessed training needs, and delivered coaching within the team. • Evaluated all tasks within team, reviewed training notes/procedures, and detailed/implemented improvements resulting in more efficient unit times and end-to-end processes for tasks within Archive Scanning Team • Regularly produced MI reports for Senior Management detailing all section improvements, current work volumes, and section performance, utilising various Microsoft applications. • Conducted Performance Management reviews with staff, and monthly one-to-ones, to provide feedback on their performance and discuss ways for them to improve and develop. • Maintained accurate databases detailing staff sickness, holiday/flex leave, disciplinary cases, performance management, process improvements, and individual/section performance and productivity. • Pro-actively managed a member of staff who suffers with mental and physical disabilities. Evaluated this person's performance capabilities, and provided appropriate objectives and support. Show less
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Education
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2007 - 2014
Chartered Insurance Institute (CII), and Institute of Financial Services (IFS)
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1984 - 1989
Radcliffe School, Broadway, Chadderton
High School
Community
