Experience

ClearChoice™

• Ireland
• IT Services and IT Consulting
• 1 - 100 Employee

• Onboarding and Customer Success Lead

  • Mar 2022 - Present

  Taking ownership of onboarding, retaining and embedding new clients, acting as the main point of contact to help implement the ClearChoice suite of tools to solve their business’ biggest problems including CRM, research tools, and other ancillary services for financial planning Brokerages. Taking ownership of onboarding, retaining and embedding new clients, acting as the main point of contact to help implement the ClearChoice suite of tools to solve their business’ biggest problems including CRM, research tools, and other ancillary services for financial planning Brokerages.



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Operations Coordinator

  • May 2019 - Feb 2022

  - Managing two teams consisting of 8 colleagues each.- Organising and motivating teams to ensure targets are set and achieved in terms of work output and age profile.- Further developing and maintaining relationships with Clients and internal sales staff.- Working closely with Data Analysts to identify our optimum work position and planning towards this.- High quality of communication and organisation to ensure new processes are implemented properly across both teams.- Managing Client expectations during particularly busy periods.- Organising holiday planners and processing monthly payroll. Show less

• Operations Specialist

  • Mar 2015 - May 2019

  - Originally part of project aimed at restructuring the company's Customer Outcome Model.- Focus on Client relationship and looking for ways to optimise work processes in order to deliver high quality of service.- Organising, training and leading teams as a senior member of staff while model was rolled out.- Processing high volumes of requests under pressure of Client's expectations.

• Customer Support Administrator

  • Oct 2013 - Mar 2015

  - Answering large quantities of Client queries by phone or email.- Processing general requests such as policy overview letters and setting Clients up for online access to their policies,