Experience

TLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Support

  • Mar 2018 - Present

  • Manage and administer a portfolio of SSAS pension schemes• Created and implemented new and more efficient business processes, saving on average 6 weeks between transfer of pension & the client's investment• Maintenance of Salesforce CRM database• Manage workload to meet client needs and expectations, making use of Salesforce task management• First point of contact and dealing with routine correspondence with clients, advisers and product providers by email, telephone and post• Preparing SSAS applications and loan documentation• Processing and upkeep of financial transaction records to keep track of client investment• Inputting data on to the system within a timely manner



Guardsman UK

• United Kingdom
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Senior Claims Handler

  • Aug 2015 - Feb 2018

  • Assisted manager with daily reports and manager call backs• Managed consumer queries and requests, on average 50 per day• Liaised with consumers, manufacturers, technicians and retailers via inbound and outbound calls and emails• Assessed personalised request forms & technician reports in line with terms and conditions of company policies• Devised and initiated new processes to improve productivity within the team• Order processing for parts on behalf of consumers• Provided training to new team members• Allocated day-to-day tasks to my colleagues

• Field Services Administrator

  • Oct 2012 - Aug 2015

• Claims Handler

  • Dec 2010 - Sep 2012