Experience

Vintage Health
• United Kingdom
• Insurance
• 1 - 100 Employee
• Client Relationship Manager

  • Mar 2020 - Present


Aston Lark

• United Kingdom
• Insurance
• 400 - 500 Employee

• Account Handler

  • Feb 2014 - Mar 2020

  •Obtain renewal terms for clients and seek to provide alternative quotations before producing a final presentation •Arrange renewal documentation for existing clients also handling any midterm adjustments. Ensure all client details are recorded accurately and entered onto the system. •Expertly handle queries about client policies; whether it's my client directly or their insurer. Confirm cover with relevant insurers, process policies and chase up outstanding documentation and invoices when required. •Create debit notes and summaries of cover whilst ensuring the secure delivery of policy documentation from insurers. I then check the documentation prior to sending to your clients with a keen eye for detail. •Looking after account queries and credit control matters. •Increasing profitability of existing product lines by encouraging clients to use added value services wherever possible i.e. cash plan, medex, dental cover. •Investigating/resolving customer complaints. •Developing and maintaining good working relationships with clients, insurers, underwriters and the claims advisors. Working with underwriters to amend policies where necessary to meet client demand •Building and maintaining ongoing relationships with clients including authorising client’s healthcare claims. Show less


Ombudsman for Financial Services (OFS)
• Malaysia
• Financial Services
• 1 - 100 Employee
• HR administration team

  • Aug 2013 - Sep 2013

Harrods
• United Kingdom
• Retail
• 700 & Above Employee
• Sales associate

  • Sep 2009 - Jul 2013