Nathan Evans Email & Phone Number

Cardiff, United Kingdom

My main responsibilities include, but are not limited to: • Successfully managing inbound customer calls who are at the beginning of their retirement journey. Providing them with precise and up to date information enabling them to make an informed decision to encash their pension. This role requires an immaculate level of attention to detail and accuracy and involves a large amount of after call admin including running and recording anti money laundering checks and escalating any discrepancies. • Conducting initial reviews of case investigations for claims received from customers in relation to the mis-selling of PPI, under FOS regulated guidelines.• Maintaining full and precise records ensuring complaint outcomes were recorded thoroughly.• I work with a prominent level of professionalism in attitude, appearance and conduct. Working in a result-orientated, quality-controlled environment, I consistently work to an elevated level of accuracy within strict deadlines• Assist Line Manager with their duties in their absence by attending meetings, monitoring team performance and acting as point of reference for work related queries. • Building a professional yet friendly rapport with customers, I was able to ensure all aspects of their complaint were thoroughly investigated to ensure the right outcome for both the customer and the bank. • Re-reviewing complaints not previously found in the customer’s favour. Detailed and timely process meant effective time management to ensure deadlines are met and customers contacted effectively to provide updates on their complaints.• I also have experience in the following workstreams which have all added to my vast knowledge and helped me build a wealth of transferable skills to any future role: Commercial Calculations, Data Gather, PPI Litigation, Data Request (DSAR), FOS Requests, Payments and Bereavement Support.

Cardiff, United Kingdom

• Joined an established team of 30 people and completed the four-week on the job training programme in eight working days• Managed a high volume of sensitive Enhanced Annuity requests to obtain competitive quotes from the open market and accurately relayed this information back to Independent Financial Advisors.• Took charge of requesting customer GP reports for auditing purposes involving a high level of attention to detail and accuracy and record keeping.This started out as a temporary contract with a view of being made permanent but due to the Spring Budget of 2014 my contract was ended due to a drop in business. After a holiday in May, I started the application process via Husp (Huntswood) for my current role which started in October 2014.

Cardiff, United Kingdom

• Handled a high volume of sales and service calls from new and existing customers wanting to set up, adjust or renew an existing policy.• Establish customer needs for any additional products and up sell where required.• Handle objections to achieve targets to increase and retain business.• Gained an expansive knowledge of the Motor Insurance trade including affiliated products.• Received five commendations from staff and customers.• Key member of our department charity fund raising month helping to raise of £1000 for nominated charities.Made redundant from the AA in March 2013 and chose to have the summer off until new employment started with Legal & General in August 2013.

Cardiff, United Kingdom

- Keeping track of Directors Income & Expenditure accounts- Organising and planning appointments across the UK- Arranging transportation and booking accomodation for above appointments- Collating confidential reports for Directors to complete investigations

Cardiff, United Kingdom

- Dealing with a high volume of inbound customer calls - Arranging withdrawals and deposits from and to savings accounts.- Set up new accounts such as Fixed Rate Savings, ISAs and Instant Access Accounts. Also required to promote the features and benefits of other products and upsell where appropriate.

Cardiff, United Kingdom

- General office duties including sorting and distributing department post, ordering stationery and filling.- Liaise with the Credit Control deparment to collate reports on the amount of money our Solicitors were billing to ensure we reached our monthly billing target. - Worked closley with Legal Executives dealing with large housing development contracts. Set up new paper and system files read for payments, plans and contracts to be received from purchases.