Insurance Expert/Accounts Assistant
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Experienced professional with10+ years of customer service, sales, and finance experience, particularly in insurance and debt recovery. Adept at managing client relationships, improving operational processes, and consistently meeting KPIs. Seeking to leverage skills in a finance or customer service role that demands strong organizational and communication abilities.
Ridersure insurance expert/ accounts assistant 2015-Present
● Customer Service:10+ years of experience, in conflict resolution, communication
● Sales: Sales conversion, upselling, achieving KPIs
● Cash Handling: Cash office duties, reconciliation
● Manage outstanding debt recovery from brokers through emails, calls, and reconciliation tracking
● Collaborate with the finance manager to develop strategies for aged debt recovery
● Proactively engage brokers to resolve payment delays and ensure accurate records
● Utilized Excel and spreadsheets to accurately input and organize data, ensuring high attention to detail and precision
● Provide insurance quotes, renewals, and mid-term adjustments to brokers
● Ensure accurate documentation and meet KPIs related to communication and compliance
● Build and maintain strong, professional relationships with brokers and key stakeholders to facilitate effective communication and ensure seamless operations
● Assist brokers with the broker portal and ensure timely renewals
● Collaborate closely with underwriting teams to investigate and resolve any undisclosed claims or discrepancies identified during the underwriting process
● Provide clear, transparent communication to clients regarding the reasons behind quote rejections and advise on possible solutions or alternative options
Team Leader, 01/2023 - Current
Tesco Stores Ltd - Yate
● Lead a team, manage schedules, handle customer complaints, and ensure smooth store operations
● Perform cash office duties, including cashing up and handling shifts
● Oversee the completion of all end-of-day activities to ensure full compliance with company policies and regulatory standards
● Conduct thorough staff searches as part of the compliance procedures, ensuring all security protocols are adhered to
Level 3 childcare and education diploma level 3 air cabin crew and resort rep
GCSE, Math,English,Science, PE, Health and Social Care all Grade C
