Project Coordinator

• Aug 2022 - Present

Workflow & Systems Liaison

• Dec 2020 - Aug 2022

Workflow Support

• Jul 2019 - Dec 2020

Claims Advisor

• Sep 2018 - Jul 2019

Subject Matter Expert

• Dec 2017 - Sep 2018

Complaint Resolution Coordinator

• Jan 2017 - Dec 2017

Senior Client Service Representative

• Mar 2012 - Mar 2015

Overseeing and managing three staff members. Booking and organising office maintanence. Organising social events. Reviewing procedures and keeping them up to date. Checking member paperwork when it comes in. Making sure implementation deadlines are met which involved liaising with external companies, clients and internal departments. Ordering of stock and stationery. Booking in appointments into financial planners calendars. Meeting with members to assist in completing paperwork. Taking minutes for weekly meetings. Show less

Member Services

• 2009 - 2012

Screening telephone calls, enquiries and requests, and handling them when appropriate. Organising and maintaining diaries and making appointments. Distribution and correspondence with incoming email, faxes and post. Carrying out background research and presenting findings. Producing documents, briefing papers, reports and presentations. Organizing and attending meetings. Liaising with clients, suppliers and other staff. Devising and maintaining office systems, including data management, filing, etc. Show less