Experience

thewealthworks Limited

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Operations Manager

  • Jan 2008 - Present

  A role managing and administering support operations. Responsible for monitoring and ensuring resolutions are executed on all client support tickets raised for our Troika Wealth Management software. Co-ordinate system testing, and develop testing plans and procedures where appropriate. Assist in the delivery of product installations to new clients, and release updates to existing clients, troubleshooting issues where necessary. Highly regarded for customer service by many clients. A role managing and administering support operations. Responsible for monitoring and ensuring resolutions are executed on all client support tickets raised for our Troika Wealth Management software. Co-ordinate system testing, and develop testing plans and procedures where appropriate. Assist in the delivery of product installations to new clients, and release updates to existing clients, troubleshooting issues where necessary. Highly regarded for customer service by many clients.



Mercer

• Portugal
• IT Services and IT Consulting

• Health and Benefits Risk Analyst

  • Mar 2006 - Aug 2007

  One of a team of 20 administering risk benefit policies for major international companies. Jointly responsible for a client portfolio of a dozen of such companies. Managed and co-ordinated all administrative duties involved in the life cycle, including risk assessments, underwriting requirements, claim submissions/payments, and premium invoicing. Solid relationships built with all clients, managing their perceptions and expectations of insurers’ response times realistically. One of a team of 20 administering risk benefit policies for major international companies. Jointly responsible for a client portfolio of a dozen of such companies. Managed and co-ordinated all administrative duties involved in the life cycle, including risk assessments, underwriting requirements, claim submissions/payments, and premium invoicing. Solid relationships built with all clients, managing their perceptions and expectations of insurers’ response times realistically.



Unum UK

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Reinsurance Analyst

  • Jul 2003 - Mar 2006

  A role responsible for payment and collections against all Unum reinsurance arrangements. Primarily responsible for preparing and completing accounts, this role also required daily liaison with internal contacts company wide and considerable data manipulation. Attention to detail was imperative as payment instructions/collections were often in excess of £10 million.

• Senior Accounts Executive/Team Leader, Customer Services

  • May 2000 - Jul 2003

  A team leader role, originally tasked with the creation of a new administration team working evening hours. Responsibilities included hiring of staff, monitoring individual performance levels/customer feedback. Once that team was fully established, the role transferred into leading the National Accounts Team, a team dedicated to Unum’s most prestigious brokers. Our team of 13 administered in excess of 2000 policies, with a combined annual premium of £75 million. I was highly regarded by both team members and brokers. Show less

• Accounts Executive, Customer Services

  • Sep 1997 - May 2000

  An administration role, administering lifestyle protection products purchased by UK employers. I was responsible for handling the co-ordination of my own portfolio, liaising with insurance brokers on a daily basis.

• Actuarial Assistant

  • Sep 1996 - Aug 1997

  A temporary data input role to maintain the databases required to run company valuation programmes.