Jack Morris DipPFS
Client Service Executive at Redmill Advance | CII and CISI Exam Support | E-learning & More.- Claim this Profile
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English -
Topline Score
Bio
Credentials
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R04 Pensions and Retirement Planning
Chartered Insurance InstituteMay, 2022- Sep, 2024 -
R03 Personal Taxation
Chartered Insurance InstituteNov, 2021- Sep, 2024 -
R02 Investment Principles and Risk
Chartered Insurance InstituteSep, 2021- Sep, 2024 -
R01 Financial Services, Regulation and Ethics
Chartered Insurance InstituteMar, 2021- Sep, 2024 -
R05 Financial Protection
Chartered Insurance InstituteFeb, 2021- Sep, 2024 -
Level 1 Opposition Analysis in Football
Professional Football Scouts Association (PFSA)May, 2020- Sep, 2024 -
Introduction into Football Scouting
Professional Football Scouts Association (PFSA)Mar, 2020- Sep, 2024 -
Level 1 Talent Identification in Football
Professional Football Scouts Association (PFSA)Mar, 2020- Sep, 2024
Experience
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Client Service Executive
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Jan 2021 - Present
Redmill Advance provides individuals Regulated Financial Services training via a digital platform from a range of level 3, 4 and 6, CII and CISI qualifications. In addition, we offer a white-labelled learning platform solution to businesses that provides detailed insight to employee development needs. All accessible 24/7, on any device, and from anywhere in the world. Our corporate solutions offers a large reporting suite and full admin capability putting you and your business in control. Redmill Advance provides individuals Regulated Financial Services training via a digital platform from a range of level 3, 4 and 6, CII and CISI qualifications. In addition, we offer a white-labelled learning platform solution to businesses that provides detailed insight to employee development needs. All accessible 24/7, on any device, and from anywhere in the world. Our corporate solutions offers a large reporting suite and full admin capability putting you and your business in control.
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PPI Complaint Handler
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Aug 2018 - Jan 2021
Reviewing customer complaints to achieve a fair and correct outcome. Treats every case individually, adhering to recognized policy and guidelines. Review and analyse the facets of the account in order to make a balance judgement. Confidently make the right decisions based on the evidence and guidelines provided. Interact with colleagues, share best practices and discuss cases when necessary. Promote the fair treatment of customers in decisions and actions undertaken. Call the customers as and when required to gather as much information as possible to give the customer the fairest outcome. Calls made to CIGNA as and when required to gather more information regarding policies. The completion of CIF’s when deciding the fairest outcomes to the customer. Creating letters through multiple templates and adjusting them accordingly before sending them to customers. Data entry into excel spreadsheets. Used databases such as BMM, Sharepoint, Creditor, E-Champs, CTD, Excel and Microsoft Word. Trained on multiple queues such as MRP and CRP. Weekly target-based assignments for the completion of cases. Show less
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Firstsource
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India
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Outsourcing and Offshoring Consulting
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700 & Above Employee
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Administrator
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Feb 2016 - Aug 2018
Reviewing customer accounts to achieve a fair and correct outcome for the customer Treats every case individually, adhering to recognised policy and guidelines Review and analyse all facets of the account in order to make a balanced judgement Confidently make the right decisions based on the evidence and guidelines provided Interact with colleagues, share best practices and discuss cases when necessary Promote the fair treatment of customers in decisions and actions undertaken Calculating remediation for customers in conjunction with the guidelines provided Keying remediation figures to customers’ accounts Creating letters through a template and adjusting them accordingly before sending them to customers Data entry into Excel spreadsheets Used databases such as UFSS, PEGA, SharePoint, SuperScreen, Excel, Microsoft Word Show less
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Administrator
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Jul 2015 - Sep 2015
> Database management > Formatting > Resourcing > Research > Adverts & Platforms > General Office Administration > Database management > Formatting > Resourcing > Research > Adverts & Platforms > General Office Administration
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Brantano
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Belgium
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Construction
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100 - 200 Employee
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Sales Assistant
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Jan 2014 - Jun 2014
Keeping the shop floor tidy, Restocking the shop floor, Selling products at the till Keeping the shop floor tidy, Restocking the shop floor, Selling products at the till
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Education
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2021 - 2021
Chartered Insurance Institute
Regulated Diploma in Financial Planning -
2014 - 2015
Sheridan College
Physical Education at k-12
Community
