Experience

Leopold Health

• United Kingdom
• Insurance
• 1 - 100 Employee

• Health care consultant



Leopold Health

• United Kingdom
• Insurance
• 1 - 100 Employee

• Health care consultant

  • Sep 2015 - Present

  Speaking to a variety of customers to secure business opportunities and manage customer accounts. Tailoring the quotes and policies around the client by establishing what they would want there health insurance to do for them. I overcoming objections by giving needs based advice by looking at individual needs and ensuring that they we met and this in turn ensures that I am treating customers fairly. My role also entailed retaining customers and it was important to ensure there was a low cancellation rate. It was also vital to have excellent IT skills and adaptable to chances in new system processes.



Direct Line Group

• United Kingdom
• Insurance
• 700 & Above Employee

• Assistant team leader

  • Jun 2010 - Sep 2015

  Providing direction, inspire and motivate my team when required to achieve agreed operation targets. Provide one on one coaching to consultants to enable them to achieve targets and and this would be on a daily and weekly basis. Ensuring that I was up to date with relevant business communications. Handling a variety of inbound and outbound calls to maximise sales and up-selling additional products. Effectively capture and maintain customer records in accordance to data protection. Providing direction, inspire and motivate my team when required to achieve agreed operation targets. Provide one on one coaching to consultants to enable them to achieve targets and and this would be on a daily and weekly basis. Ensuring that I was up to date with relevant business communications. Handling a variety of inbound and outbound calls to maximise sales and up-selling additional products. Effectively capture and maintain customer records in accordance to data protection.



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Sales and Service Consultant

  • May 2008 - Jun 2010

  Handling a variety of in and outbound calls for motor insurance, dealing with amendments and renewals and up selling additional ad ons to maximise sales. Acknowledging customers concerns and registering them as a complaint and resolving as quickly as possible to improve the customers journey. Ensuring that I was complaint not only via telephony repeats but also on the data base. Being up to date with relevant changes and implement as soon as possible to make sure I was compliant. Handling a variety of in and outbound calls for motor insurance, dealing with amendments and renewals and up selling additional ad ons to maximise sales. Acknowledging customers concerns and registering them as a complaint and resolving as quickly as possible to improve the customers journey. Ensuring that I was complaint not only via telephony repeats but also on the data base. Being up to date with relevant changes and implement as soon as possible to make sure I was compliant.