Experience

Profile Insurance Services Ltd

• Insurance
• 1 - 100 Employee

• Commercial Account Executive

  • May 2021 - Present



Compare Insurance Ltd

• United Kingdom
• Insurance
• 1 - 100 Employee

• Account Handler - Remote

  • Oct 2020 - Apr 2022

  - Daily communication with internal and external individuals - Customer service, such as providing assistance to clients with incoming calls. - Process of renewal for insurance policies - Day to day support to sales team e.g. providing supports and competitive quote for business negotiation - Maintaining efficiency for daily business operation providing flexible service and support to the team - The use of the system Acturis - Daily communication with internal and external individuals - Customer service, such as providing assistance to clients with incoming calls. - Process of renewal for insurance policies - Day to day support to sales team e.g. providing supports and competitive quote for business negotiation - Maintaining efficiency for daily business operation providing flexible service and support to the team - The use of the system Acturis



CHURCHILL INSURANCE CONSULTANTS R & L LIMITED

• United Kingdom

• Account Handler

  • Sep 2016 - Oct 2020

  I am responsible for many areas within the business operations: - Administrative works - Sales, including ratings and referral to insurers - Client accounts management - Customer services, including after sale services and enquiries etc - Business income reports - Debit and Credit control During my employment, I have maintained and improved the quality and efficiency in different areas for the company. Such as speeding up various work process by created smart templates for any users; created a formulated excel list for daily operations that allows our team to track work progress, in order to increase efficiency and to help the team adapting the new work system; being the first in the team to learn the newly introduced systems, which later provide internal trainings and helps on how to operate the applications; following up or resolving any outstanding balance query. My job roles have helped me improve my communication skills, my attention to details and the ability to adapt. Working in a small team makes me realised that every jobs and tasks are important, and it leads me to appreciate all the hard work that carried out by each staff member.



Herbprime

• United Kingdom
• Alternative Medicine
• 1 - 100 Employee

• Accounting Assistant

  • Aug 2015 - Jul 2016

  Day-to-day book keeping and accounts management using the AutoCount system. Tasks such as bank reconciliation, creating journal, account receivables and payables, credit notes, debtor and creditor account management, etc, are some of my responsibilities. Developed communication skills since communication between departments and customers are essential to daily operations. Dealing with customers and suppliers' query over the phone and email. Have good experience of guiding and providing what customers are asking for, such as explaining procedures and solving problems. Responsible for office management, such as office supplies and repair management, also manage other unexpected problem in the office and warehouse. Daily use of MS Excel, Word and Outlook are essential for the job. Allow me to be very familiar with these applications e.g. using different formulas in Excel to complete objectives. Dealing with customer and supplier account at the during each month, such as debt and unpaid expenses control. The use of petty cash to write off very small amount of debts and expenses are one of the objectives. Monitor customers' activities such as payments or refunds. I understand the importance of scheduling and monitoring accounts from this. Responsible for receiving credit card payment using the card machine. Function such as end of day and reconciliation report are also used.