Steve Brown CeMAP

Maintain and support accounts by building up a client portfolio and establishing a rapport to secure more business from existing intermediaries. As well as developing new intermediary relationships to increase new business.
Undertake proactive sales campaigns on specific products or product features.
Undertake sales and service calls to productive and none productive accounts.

This role includes delivering excellent customer service and ensuring intermediaries and customers’ expectations are met/exceeded. We have to maintain a strong relationship with our key account managers and business development mangers (BDM) to ensure a seamless process for our intermediaries/customers to ensure business targets are hit or exceeded.

Key achievements in role:
• Exceeding my targets
• Proactively managing workload by using effective time management/forecasting and… Show more

This role includes delivering excellent customer service and ensuring intermediaries and customers’ expectations are met/exceeded. We have to maintain a strong relationship with our key account managers and business development mangers (BDM) to ensure a seamless process for our intermediaries/customers to ensure business targets are hit or exceeded.

Key achievements in role:
• Exceeding my targets
• Proactively managing workload by using effective time management/forecasting and planning.
• Providing excellent customer service and exceeding expectations of my customers.
• Ensuring new business opportunities are passed onto our BDM’s.
• Managing stock of new literature and ensuring orders are placed to replenish this stock. Show less

My role involves managing claims across all private medical insurance (PMI) products by balancing the need for making sound commercial decisions with treating customers fairly (TCF) so that our brand reputation is enhanced with our customers. This includes managing risk within the PMI claims department by ensuring regulatory compliance and by offering the best service to generate and retain business and also to reinforce TCF and the company brand by ensuring targets are achieved and maintained.… Show more

My role involves managing claims across all private medical insurance (PMI) products by balancing the need for making sound commercial decisions with treating customers fairly (TCF) so that our brand reputation is enhanced with our customers. This includes managing risk within the PMI claims department by ensuring regulatory compliance and by offering the best service to generate and retain business and also to reinforce TCF and the company brand by ensuring targets are achieved and maintained. This role ended due to the role being outsourced in December 2016.

Key achievements in role:

• Exceeding my targets while ensuring quality of work.
• Proactively managing workload by using effective time management/forecasting and planning.
• Becoming team brand champion ambassador – to encourage my team to live by our company values
• Becoming a member of the community and charity team within my own time.
• Providing support and in-role training for a new starter in the PMI team and also the wider team.
Show less

This involved taking phone calls from members of the public who wanted a crisis loan from the jobcentre. The process was to manage a customer through an application for a crisis loan gathering data and information relevant to the application. I had to make a decision following the Independent Review Service (IRS) guidelines. I had to decide whether they would receive a loan, the amount and over how long they would have to pay it back.

Key achievements in role:

• Managing the… Show more

This involved taking phone calls from members of the public who wanted a crisis loan from the jobcentre. The process was to manage a customer through an application for a crisis loan gathering data and information relevant to the application. I had to make a decision following the Independent Review Service (IRS) guidelines. I had to decide whether they would receive a loan, the amount and over how long they would have to pay it back.

Key achievements in role:

• Managing the customer experience
• Budgeting and managing the customers social fund debt
• Using decision making skills
• Identifying key information with open questioning Show less

This Involved completing the fortnightly job review, managing customers and guiding them down the correct avenues, to help them secure work.

Key achievements within role:

• Completing job reviews and following disciplinary actions if applicable, involved reporting job seekers for potential penalties including suspension of benefits.
• Processing of benefit payments if job searching was acceptable.
• Managing job seekers within the building due to be signing… Show more

This Involved completing the fortnightly job review, managing customers and guiding them down the correct avenues, to help them secure work.

Key achievements within role:

• Completing job reviews and following disciplinary actions if applicable, involved reporting job seekers for potential penalties including suspension of benefits.
• Processing of benefit payments if job searching was acceptable.
• Managing job seekers within the building due to be signing on.
• Referring job seekers to agencies to help with aspects of their job searching. Show less