Customer Service Advisor - NFU Mutual - Carlisle
(2025-02)
- Answering telephone and email enquiries from customers.
- Meeting customers in house and taking renewal payments
- Selling new insurance policies and completing mid-term adjustments on existing policies for customers whilst following confidentiality and FCA guidelines.
- Inputting & updating customer interactions on CRM.
- Processing invoices and generating statements in the accounts department to strict deadlines.
- Creating Cyber Crime insurance quotes for the NFU Mutual agents to take to renewal reviews.
Accounts Administrator - Alberti Limited - Carlisle
(2016-03 - 2025-02)
Road Haulage business - part of RT Keedwell Group, Highbridge Somerset
- Prepare the weekly invoice run to meet company deadlines.
- Scan and reconcile POD and process Sales Ledger on a weekly basis for Carlisle and other depots.
- Collating driver, workshop and office staff hours on a weekly basis for processing of payroll.
- Managing employees' holidays and uploading to central EMS system.
- Credit control, over phone or email, escalating if necessary.
- Banking of cheques and communicating with head office regarding payment of accounts.
- Keyholder to the Carlisle depot and petty cash tin.
- Ad hoc tasks where needed, ordering staff uniforms and stationery.
Sales Assistant - Pioneer Food Store - Rosehill Industrial Estate
(2011-07 - 2016-03)
- Meeting and greeting customers entering the store.
- Offering advice to customers looking for specific products.
- Processing customer purchases at the tills.
- Compiling customer orders from website sales.
- Reconciliating all tills at the end of each day.
Assistant Manager/Workshop Administrator - Lloyd Limited - Kingstown, Carlisle
(2003-04 - 2011-07)
- Overseeing the running of the horticulture department in Managers' absence.
- Ordering of stock for the store.
- Contributing to monthly sales targets by demonstrating & selling machinery.
- Implementing bi-annual stock checks and ensuring processes and checks are accurate.
- Cross referencing stock orders against the delivery paperwork.
- Uploading product information to the company account on Ebay to enhance online sales.
- Key holder to the Carlisle depot and safe.
- Inputting workshop job cards onto the computer system and invoicing completed jobs.
- Liaising with customers in regards to which repairs would be covered under manufacturer's warranty and costing repairs that weren't covered under the warranty.
Warehouse Operative - Enesco European Giftware Group - Kingstown, Carlisle
(1998-09 - 2003-04)
- Printing of order tickets.
- Packing of customer orders and receiving returned/damaged orders back into the warehouse.
- Helping take telephone sales orders from customers in the customer service dept.
- Stock checking of the warehouse every 6 months.
