Alan Mcfarlane Email & Phone Number

Edinburgh, United Kingdom

I am working in the Group Personal Pension serving department as a case manager looking after my own clients/schemes on a day to day basis providing them with a wide range of information and resolving any issues that they are having. I was previously working as an administrator within Group Pensions dealing with high volumes of administrative tasks each day prioritising and processing key tasks making sure we meet our service standards. I have also completed a secondment in the payment rectification team were I had to investigate as to why the money hadn’t applied to a plan or a plan hadn’t created. I occasionally had to call employers regarding their scheme/employees and once I got to the route cause of the problem I resolved the issue so I could add the money to the plan or arrange for a refund to be made back to the employer.

Edinburgh, United Kingdom

Dealing with a high volume of inbound client queries across the wide range of products offered by Aegon including managing complaints through to successful resolution.Fully trained across the administration of life assurance, pension products including retirement options and corporate pensions.Recognised as a key team member within our unit by mentoring all our new employees that successfully joined our team. Helping them strive to achieve our goals, creating an excellent quality of service for our customers and to bring out the best in them by communicating and giving advice and support at all times

76 George Street , Edinbrugh

Key tasks: Making outbound calls to new and existing customers to promote the Postcode Lottery with the objective of meeting individually set targets. Resolving inbound customer queries effectively and efficiently via telephone, email or post. Contacting customers with the view to retaining business. Carrying out quality monitoring on calls and team administration work. Compiling daily and weekly reports for sales targets. Training new staff and mentoring. Successfully meeting all targets, exceeding sales targets on a regular basis.I succesfully completed a six month secondment as team leader exceeding all targets.

Edinburgh, United Kingdom

Dealing with inbound client queries via telephone, email and post including managing complaints.Successfully meeting all targets and liaising with management via weekly meetings regarding these targets.Working to continuously meet tight deadlines effectively and efficiently.

Edinburgh, United Kingdom

Dealing with a high volume of inbound client queries across the wide range of products offered by Scottish Widows including managing complaints through to successful resolution.Fully trained across the administration of life assurance, pension products including retirement options and corporate pensions.Recognised as a key team member within our unit by mentoring all our new employees that successfully joined our team. Helping them strive to achieve our goals, creating an excellent quality of service for our customers and to bring out the best in them by communicating and giving advice and support at all times.