Ashley Herbert Email & Phone Number

Haywards Heath, England, United Kingdom

• Receiving inbound calls via customer service queue system• Providing clear and concise product information regarding Policies and Policy Features directly to Policy Holders• Adjusting Policy throughout Policy year upon request, including Mid Term Policy Adjustments• Completing all relevant administration including actioning refunds, securing payment, and detailed call notes

Remote

Assigning and managing the progress of successful auction sales from the point of auction close until vehicle exchange Supplying vendors and bidders with daily updates as to the process following auction close and any developments Providing winning bidders with payment instructions, and assisting with making secure payment into escrow Liaising directly with the secure escrow provider daily, to chase for payment updates on behalf of buyer and seller, as well as raising payment… Show more Assigning and managing the progress of successful auction sales from the point of auction close until vehicle exchange Supplying vendors and bidders with daily updates as to the process following auction close and any developments Providing winning bidders with payment instructions, and assisting with making secure payment into escrow Liaising directly with the secure escrow provider daily, to chase for payment updates on behalf of buyer and seller, as well as raising payment queries on behalf of buyersMediating between vendors and sellers in the event of a dispute until a mutually acceptable agreement is metUpdating internal systems to reflect sale price, auction commission, additional package fees and VAT for each auction sale Completing KYC validation for buyers and sellers in line with Anti Money Laundering RegulationsProcessing of high value bank transactions to registered users as requiredAssigning and responding to general customer queries through the dedicated ticketing system Speaking with both existing and new/potential customers over the telephone to assist with general queriesWorking alongside the consignment team internally with regards to individual seller commission packages Collecting and collating data regarding areas and processes that cause the customer success team delays, and delivering to management team Updating internal channels daily following the previous days auction results Logging and tracking customer refund and manual payout requests internally alongside the finance department, until successful payout is executed Achieving weekly, monthly and quarterly KPI targets based on core fundamentals of the role (100% achieved)Following a ‘End to End’ customer service experience, overseeing and assisting with account creation, listing building, sale, and post-sale services Show less

Purley, England, United Kingdom

Assisted with coordinating of the engineer’s daily work schedules, based on home residence, type of specialist work, and site location Worked directly with clients and sites to arrange for site access Liaised with shopping and educational site management to gain work permits for specialist works to be carried out during highly populated time periodsArranged for the quoting, payment and collection/delivery of specialist hire equipment and materials from suppliers Generated and… Show more Assisted with coordinating of the engineer’s daily work schedules, based on home residence, type of specialist work, and site location Worked directly with clients and sites to arrange for site access Liaised with shopping and educational site management to gain work permits for specialist works to be carried out during highly populated time periodsArranged for the quoting, payment and collection/delivery of specialist hire equipment and materials from suppliers Generated and supplied new quotations to clients, based on their enquiry and initial engineers reportHandled incoming calls from clients with regards to high priority (1–2-hour engineer response time) emergency call outs, and diverted engineers to site as required Show less

Redhill, England, United Kingdom

Managing and updating project data dailyCoordinating site visits to conduct AMR switchConducting detailed weekly reporting regarding the ongoing statuses of over 7000 live AMR assetsGeneral administrative duties

Purley, England, United Kingdom

Worked diligently to ensure clients receive accurate and timely quotations.Calculating overhead and job expenses to ensure a sustainable level of profit is achieved for eachcompleted job.Creating and maintaining weekly outstanding quote reports, to ensure that quote turnaround is nomore than 5 working days and company policies are adhered to.Liaising with KPS engineers and specialist subcontractors, to ensure that a full and detailed scope of work is provided for every… Show more Worked diligently to ensure clients receive accurate and timely quotations.Calculating overhead and job expenses to ensure a sustainable level of profit is achieved for eachcompleted job.Creating and maintaining weekly outstanding quote reports, to ensure that quote turnaround is nomore than 5 working days and company policies are adhered to.Liaising with KPS engineers and specialist subcontractors, to ensure that a full and detailed scope of work is provided for every quote.Establishing and building professional relationships with new and prospective clients, materialsuppliers, and specialist engineers.Achieving variable weekly and monthly targetsSourcing and costing electrical and general building materials.Creating and sending purchase orders, once material prices have been acquired Show less

Purley, England, United Kingdom

Initiating contact with new clients by navigating a number of potential communication avenues.Speaking frequently with relevant parties to capture all necessary information for new mortgageapplications.Inputting client information and product requirements onto a secure CRM system.Collecting and verifying client’s documentation, in line with compliance regulations.Sourcing financial products to meet client’s specific requirements.Providing clients with financial… Show more Initiating contact with new clients by navigating a number of potential communication avenues.Speaking frequently with relevant parties to capture all necessary information for new mortgageapplications.Inputting client information and product requirements onto a secure CRM system.Collecting and verifying client’s documentation, in line with compliance regulations.Sourcing financial products to meet client’s specific requirements.Providing clients with financial illustrations.Applying for mortgages, for residential purchases and large-scale portfolio landlords.Corresponding required information between solicitors, lenders and insurers.Daily maintenance of the office, supplies, and customer enquiries Show less

Chipstead, England, United Kingdom

Handling cash and cashing up at the end of the dayAssisting potential customers with 'taster' daysAiding to set up wedding/party arrangements to the customers likingAnswering general customer queriesArranging and scheduling member functions and eventsServing food and drink orders to membersHandling telephone calls from members and new customers

Old Coulsdon

Building and maintaining relationships with both prospective and current clientsCollaborating with a team of analysts to calculate initial audit reportsWorking closely with sales-team members to ensure targets are reached.Attending networking events to generate new sales opportunitiesCompleting daily and weekly admin reports

Epsom, England, United Kingdom

Calculating weekly and monthly sales forecasts within the business.Contacting and retaining existing customers, as well as keeping an efficiency log to track all relevantdata.Providing financial quotations within the guidelines of the FCAHosting weekly meetings with all sales staff to review the previous week’s effortssessions to help improve all activity directed towards our existing customers.Hosted multiple, frequent sales events for existing customers, resulting in… Show more Calculating weekly and monthly sales forecasts within the business.Contacting and retaining existing customers, as well as keeping an efficiency log to track all relevantdata.Providing financial quotations within the guidelines of the FCAHosting weekly meetings with all sales staff to review the previous week’s effortssessions to help improve all activity directed towards our existing customers.Hosted multiple, frequent sales events for existing customers, resulting in over a 100% increase inorder completion per event. Show less

Epsom, England, United Kingdom

Building a professional rapport with all customers to further enhance the reputation of the firm to all visitors.Managing incoming phone calls and mail, distributing internal information where necessary.Providing up to date information regarding specifications of products within the range, helpingcustomers to make informed decisions towards purchase.Ensuring all orders placed on parts and accessories have been provided and fitted upon collection ofnew vehicleCompletion… Show more Building a professional rapport with all customers to further enhance the reputation of the firm to all visitors.Managing incoming phone calls and mail, distributing internal information where necessary.Providing up to date information regarding specifications of products within the range, helpingcustomers to make informed decisions towards purchase.Ensuring all orders placed on parts and accessories have been provided and fitted upon collection ofnew vehicleCompletion of customer service training including telephone assessmentsDetailing all finance options to customers, and providing a breakdown of all costs, when required. Show less

Btec Level 3, Travel And Tourism Extended Diploma, Pass

Education record