Experience

Assetsure Insurance

• United Kingdom
• Insurance
• 1 - 100 Employee

• Insurance Agent

  • Oct 2019 - Present

  City of London Providing exceptional customer service to both new & existing customers, advising of insurance quotes & policy details for Jewellery & Collectables, Cycles, Weddings, Home & Hearing Aids, Via the Quotex system, escalating any anomalies to the underwriting team, both in & out of house, advising customers of the outcomes to those referrals, via various mediums, phone, email or post. Diarising on & chasing outstanding quotes & queries. Confirming Renewals in all products, arranging for the cover… Show more Providing exceptional customer service to both new & existing customers, advising of insurance quotes & policy details for Jewellery & Collectables, Cycles, Weddings, Home & Hearing Aids, Via the Quotex system, escalating any anomalies to the underwriting team, both in & out of house, advising customers of the outcomes to those referrals, via various mediums, phone, email or post. Diarising on & chasing outstanding quotes & queries. Confirming Renewals in all products, arranging for the cover to be extended or lapsed by contacting the customers. Taking of the payments via card, DD or cheque. Processing of Mid Term Adjustments (MTA), answering of general enquires. Helping with training of staff. Sending of SMS to customers advising of quotes. Continuous learning & education via the ICS (Insurance Compliance Service) teaching tool. Working to & achieving targets Show less



Ventrica

• United Kingdom
• Outsourcing and Offshoring Consulting
• 200 - 300 Employee

• Customer Service Representative - Senior Support - McCarthy & Stone

  • Sep 2018 - Sep 2019

  Southend on Sea, United Kingdom

• Senior Customer Service Advisor - Bureau Team

  • Dec 2017 - Aug 2018

  Southend on Sea, United Kingdom Call handler for 50 campaigns including Purple Bricks, TempCover, Charles Trywhitt, ED&F Mann & News International, Agent Provocter. Also handle calls inbound for McCarthy & Stone, also email campaign for McDonalds Monopoly & Social Media & email for Chilly Bottle. Train new staff & provide assistance & support to existing colleagues. Helping to run the floor on regular basis & establishing the Client Retention team. Conducting of telephone interviews, vetting of… Show more Call handler for 50 campaigns including Purple Bricks, TempCover, Charles Trywhitt, ED&F Mann & News International, Agent Provocter. Also handle calls inbound for McCarthy & Stone, also email campaign for McDonalds Monopoly & Social Media & email for Chilly Bottle. Train new staff & provide assistance & support to existing colleagues. Helping to run the floor on regular basis & establishing the Client Retention team. Conducting of telephone interviews, vetting of candidates for various roles, arranging face 2 face interviews for applicants Also take on role of floor walker & management roles when required. Currently (Dec 2017-Present), providing cover as Senior Advisor for the night team. Taking on the running of the Bureau Team & 3 other teams at night, providing them with support & being the point of reference for any queries. Also have responsibilities for making sure any updates are made to the team rota should any absences be reported & sourcing cover for any gaps that need to be filled. Also provide any new training or refresher or updates that need to given to staff.

• Customer Service Associate - Bureau Team

  • Nov 2016 - Dec 2017

  Southend on Sea Call handler for 35 campaigns including Purple Bricks, TempCover, Charles Trywhitt, ED&F Mann & News International, Agent Provocter. Also handle calls inbound for McCarthy & Stone, also email campaign for McDonalds Monopoly & Social Media & email for Chilly Bottle. Train new staff & provide assistance & support to existing colleagues. Helping to run the floor on regular basis & establishing the Client Retention team. Conducting of telephone interviews, vetting of… Show more Call handler for 35 campaigns including Purple Bricks, TempCover, Charles Trywhitt, ED&F Mann & News International, Agent Provocter. Also handle calls inbound for McCarthy & Stone, also email campaign for McDonalds Monopoly & Social Media & email for Chilly Bottle. Train new staff & provide assistance & support to existing colleagues. Helping to run the floor on regular basis & establishing the Client Retention team. Conducting of telephone interviews, vetting of candidates for various roles, arranging face 2 face interviews for applicants Also take on role of floor walker & management roles when required. Currently (Dec 2017-Present), providing cover as Senior Advisor for the night team. Taking on the running of the Bureau Team at night, providing them with support & being the point of reference for any queries. Also have responsibilities for making sure any updates are made to the team rota should any absences be reported & sourcing cover for any gaps that need to be filled. Also provide any new training or refresher or updates that need to given to staff.



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Settlement Specialist

  • Sep 2016 - Oct 2016

  Basildon, Essex, United Kingdom Balancing & reconciliation of journals across multiple currencies.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Assistant Client Manager

  • Sep 2013 - Jun 2016

  Park Street, London, SE1 9DZ Dealing with the day queries from the banks Key Account Managed clients, investigating delayed payments, gaining BACS Traces, requesting recalls of BACS payments, arranging the set up, amendment & cancellation of SO & DD, updating mandates held, stopping of cheques & providing information to allow customers to reconcile payments that debited & credited their accounts as well laising with teams within HSBC to resolve queries. Also responsible for checking daily internal audit for transactions… Show more Dealing with the day queries from the banks Key Account Managed clients, investigating delayed payments, gaining BACS Traces, requesting recalls of BACS payments, arranging the set up, amendment & cancellation of SO & DD, updating mandates held, stopping of cheques & providing information to allow customers to reconcile payments that debited & credited their accounts as well laising with teams within HSBC to resolve queries. Also responsible for checking daily internal audit for transactions made, champion for internal MI system & brought procedure for sending of work that is needed to be sent to other teams within the bank

• Fraud Investigator

  • Aug 2010 - Aug 2013

  Park Street, London, SE1 9DZ Investigating claims of First Party Fraud on both debit & credit cards. Speaking to customers assertian facts of what they believe has caused the fraud & make a decision of the customs is liable for the claim.

• Collections Specialist

  • Oct 2009 - Jul 2010

  Southend on Sea, United Kingdom Calling out to business customer whose accounts have fallen into default & arranging for them to be rectified by taking payments & arranging payment plans.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Asset Servicing Administrator

  • May 2009 - Jul 2009

  Brentwood, Essex, United Kingdom



LINK FM LIMITED

• United Kingdom
• Media Production

• Radio Presenter

  • Mar 2008 - May 2009

  Harold Hill, Greater London, United Kingdom Presenter, producer, Newsreader. Host of daily breakfast show, producer of weekly jazz show & news host.



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pricing Clerk

  • Jan 2008 - Mar 2008

  London, United Kingdom Production of daily pricing reports.



JM Finn

• United Kingdom
• Investment Management
• 200 - 300 Employee

• Residuals, Valuations & Static Data Clerk

  • Sep 2000 - Jan 2008

  London, United Kingdom Arranging timely settlement of residual purchases & sales, resolving any queries that arise from those. Production of monthly, quarterly, bi-yearly & yearly valuations to clients. Inputting of account history including the correct Corporate Action details & checking the correct tax. Providing correct information for our nominees are correct & registering of stock in & out. Inputting of & amending of client data both new & existing, checking of W8 & W9 forms are correctly completed & making… Show more Arranging timely settlement of residual purchases & sales, resolving any queries that arise from those. Production of monthly, quarterly, bi-yearly & yearly valuations to clients. Inputting of account history including the correct Corporate Action details & checking the correct tax. Providing correct information for our nominees are correct & registering of stock in & out. Inputting of & amending of client data both new & existing, checking of W8 & W9 forms are correctly completed & making sure the rules of those of those are correct on Static Data information. Running off & making am amendments to the Daily Price File when required. Show less



Walker Crips

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Checking & Settlements Clerk

  • Jul 2000 - Sep 2000

  London, United Kingdom Checking of unmatched trades of both bought & sold transactions & arranging good matching & settlement of the items.



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Crest Checking & settlements, Contracts, Valuations Clerk

  • Dec 1997 - Jul 2000

  London, United Kingdom Checking of unmatched trades, getting good & timely settlement. Inputting of contracts for CREST, Residual & Unit Trust trades, resolving any queries that arise from those.



Worldwide Settlements

• Checking Clerk

  • Oct 1997 - Dec 1997

  London, United Kingdom Checking of unmatched trades for 3rd parties & arranging good & timely matching & settlement of the outstanding trades.



Gerrard Vivian Gray

• Transfer Specialist

  • Dec 1991 - Oct 1997

  London, United Kingdom Processing of Bought & Sold Talisman (later CREST) transfers, processing if Document Advice trades for probate, P of A. Also worked in the Shareshop for the National Power & Powergen flotation



Bank of Credit and Commerce International

• Renewables & Environment
• 1 - 100 Employee

• Communications Assistant

  • Jul 1989 - Oct 1991

  London, United Kingdom Deliver of telexes, faxes & test key requests that came into the bank. Preparation of SWIFT & CHAPS payments to beneficiaries.