Safety and Wrecks Policy Advisor

• Nov 2021 - Present

Case Manager

• May 2019 - Nov 2021

Responsibilities:• Management of roughly 60 cases (unclaimed estates) simultaneously. Responsible for meticulous research into family trees, information gathering from the analysis of large databases based on qualitative and quantitive data, tracing of beneficiaries and acting in a sales capacity to encourage clients to retain our services.• Prioritising cases based on the needs of the business, thereby identifying, managing and adapting competing agendas. • Ensuring a quality service for the timely conclusion of a case as the main point of contact.• Relationship building and working together with stakeholders such as solicitors and the public sector (e.g. NHS Trusts, council and coroners).• Delegation of tasks to administrative assistants.• Proving an individual is the correct person we are trying to trace, through legal documentation, investigation and anecdotal evidence.• Sensitivity to grieving and bereft beneficiaries. The role requires me to break news of a relative passing away delicately and considerately.• Responsibility for handling invoices and dealing with insurance quotes.• Extensive legal understanding of probate and intestacy law.• Target-based reporting role, submitting five estates per month to administering solicitors. Each report is based on the bringing together of evidence found from my research.Achievements:• Consistently met or exceeded this target every month I have held this position.• Extensive experience with German, Austrian and Swiss clients and agents in secondary language. All DACH-based referrals in the department are now passed to me.• Completed and participated in diversity training, GDPR training courses, mental health awareness workshops.• Completed training with Cruse Bereavement Care, Friends Against Scams and Dementia Friends. Member of the Association of Professional Genealogists.• Multiple internal promotions during a short space of time. Show less

Assistant Case Manager

• Oct 2018 - Apr 2019

Responsibilities: • Management of up to 50 cases (unclaimed estates) simultaneously. • High level of organisation and time management skills. • Balancing research and administrative tasks. • Training of new staff members. • Successful internal promotion to Case Manager within six months.

Researcher

• Jan 2018 - Sep 2018

Responsibilities: • Assisting case managers with their workload. • Administrative tasks. • Beginning to manage own cases. • External research at Westminster Archives, London Metropolitan Archives and the British Library. • Leadership roles within former intern team involving the delegation of tasks, one-to-one training and ensuring deadlines were met.

Research Intern

• Jul 2017 - Jan 2018

Work Experience

• Aug 2016 - Aug 2016

Responsibilities: • translation and proof-reading of texts from German to English. • proof-reading of texts translated from French to English. • compilation of lists of future clients. • shadowed the writing of quotes to and calling of potential clients. • used specialist translation software such as MemoQ. Responsibilities: • translation and proof-reading of texts from German to English. • proof-reading of texts translated from French to English. • compilation of lists of future clients. • shadowed the writing of quotes to and calling of potential clients. • used specialist translation software such as MemoQ.

English Language Teaching Assistant

• Aug 2015 - May 2016

Responsibilities: • Newly founded school in Münster, Germany, specialising in students with behavioural problems and learning difficulties. • The school took a novel approach to teaching and grading school pupils. • My role was to assist class teachers and lead group discussions. • Organised whole class lessons and introduced the English language and aspects of British culture to young German students. • Established a pen-friend system with an English-speaking partner school. • Teaching role required different communication method and repeated checks of understanding in two different languages. Show less

Bartender

• Sep 2014 - Jun 2015