Professional & Experienced Insurance Worker
| Looking for job in: | Will consider anything in South of England |
| Key skills: | Excellent communication skills • Friendly and reliable • Methodical problem solving ability • Quick learner and conscientious |
| Candidate CV resume: | Profile: I am an outgoing individual who loves meeting new people and can communicate at all levels. I have excellent communication skills both written and verbal and work well in a team as well as on my own initiative. I enjoy building and maintaining customer relationships and have extensive experience in customer service and customer facing roles. Personal Skills • Excellent communication skills • Friendly and reliable • Methodical problem solving ability • Quick learner and conscientious Career History Huntswood/LLoydsTSB- PPI Claims Handler- Apr 2011-Oct 2011 ( Contracting) • Processing of claims cases from beginning to end, including calculations for both credit cards and personal loans • Preparation of letters to clients and CMC’s • Use of IT, Email /outlook, Word, Excel and computerised records • Retrieval and amending of information with attention to detail Aug 2009- Mar 2011 • Voluntary work at the Willis Museum in Basingstoke • Voluntary work at The Museum Service in Winchester • Voluntary work in the Office at Budget Forktrucks in Brimpton. AXA-Winterthur February- Life and Payments Administrator Feb-July 2009(Contract) • Preparation of letters to clients and advisers with regard to details of their policies • Use of client computerised records to update and retrieve information • Use of email to send details to clients, IFAS and internal client • Use of telephone to talk to internal client. Southern CO-OP Customer Service Assistant Dec 2007- Jan 2009 Serving customers on tills and shelf filling. Skandia Life Assurance- Pensions Administrator Sep-Nov 2007( Contract) • Preparation of calculations of errors made in pricing • Correcting of errors on computer system • Preparation and sending of letters to clients and IFAS o Use of email to send details to clients, IFAS and internal clients o Use of telephone to talk to IFAS and internal client British Gas- Customer Service Representative June 2007- August 2007( Contract) Preparation of letters to clients, telephoning clients and use of e mail to receive information. Unemployed April 2006-May 2007 Andersen Charnley- New Business Administrator Oct 2005-Mar 2006( Contract) • Preparation of new business applications and life assurance and pensions • Checking of these documents and reference to paraplanners • Setting up of diary on 1st software to track cases • Deal with and update with incoming post and write letters when appropriate • Deal with emails and telephone calls from internal and external clients as a matter of urgency Marks and Spencer April 2004 – October 2005 Customer Service Assistant Serving of customers on till, filling of shelves and stock rotation Tenon Financial Services - Financial Services Administrator Nov 2003-Mar 2004 (Contract) • Preparation of New Business for Pensions and Life Assurance • Inputting of details onto client records held on computer • Administration of policies during New Business processing • Hastening of underwriting • Generating ad hoc reports on status of policies • Liaison with providers and Doctors surgeries • Checking of files for compliance and completion of fact finds • Preparation of Pension Review reports • Preparation of valuations of clients portfolios • Dealing with written or oral queries, preparation of letters and reports HSBC -Pensions Administrator Sep –Nov 2003 (Contract) • Writing to clients • Answering telephone queries • Preparation of pension policies to different providers • Dealing with consultants • Preparation of commission payments on to computer Lloyds Bank TSB/Abbey Life- Data Gatherer May – Nov 2001 (Contract) • Gathering information from clients, Occupational pension schemes, pension administrators, other pension providers and employers. • Occupational Pension Scheme and Advance Pension Scheme courses completed Sun Life Financial of Canada- Pension Review Representative Jul-Sep 2000( Contract) • Prepared reports detailing pension information • Specific computer packages used • Financial decisions made • Prepared letters • Made telephone calls to employers, pension schemes, pension providers and client Old Mutual International- New Business Administrator/Policy Changes Administrator Jul 1996- Jun 2000 • Processing of New Business Applications i.e. Personal Pensions, Free- Standing AVC’s Section 226 Pensions and Life Policies • Compiling computer records of applications; Liaison with Independent Financial Advisers and In-house Sales force • Responsibility for completion of these duties within Financial Service Authority time-scales and deadlines • Implementation of Team Coaching and supervising of a team of six people Producing correspondence to Policy Holders/Financial Advisers - these vary in nature from routine letters to more involved communication • Dealing with telephone calls from Clients/Policy Holders, giving instructions on assessing financial advice and answering policy queries Broker Support Administrator • Responsibility for preparation and despatch of all Quotations/Correspondence to Brokers; advising on quotations and others wide-ranging queries received in the office, maintaining current contracts with Broker Consultants Lloyds Bank PLC Office Junior to Financial Planning Consultant June 1978- Jul 1996 Education and Qualifications I attended Hurst Comprehensive School where I gained 8 CSE’s including English and Maths. I attended Basingstoke College of Technology where I gained 6 O levels including English Language and Maths. I also gained 1 A level and a BEC National Certificate. I also studied and gained a Life and Pensions Foundation Certificate and a full Financial Planning Certificate. BCS/ITQ level 2 certificate in IT User skills Hobbies and Interests Interest in gardening. Listening to, and playing (Saxophone for 30 years) a wide range of music, I am a member of the Basingstoke Concert Band I also have an interest in Archaeology, and I enjoy taking country walks. |
| Educational details: | I attended Hurst Comprehensive School where I gained 8 CSE’s including English and Maths. I attended Basingstoke College of Technology where I gained 6 O levels including English Language and Maths. I also gained 1 A level and a BEC National Certificate. I also studied and gained a Life and Pensions Foundation Certificate and a full Financial Planning Certificate. BCS/ITQ level 2 certificate in IT User skills |
| Name: | Mr. Steve Kirby |
| Age: | 52 years old, male |
| Total experience: | 35 years |
| Currently employed: | Yes |
| Phone number: | 07423067858 - preferred contact method |
| E-mail address: | rikker@talk21.com |
| Town & County: | Tadley, Hampshire |
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