Barbara Shepherd Email & Phone Number

Swindon, United Kingdom

Provide expert guidance on the i2Live product portfolio to both internal and extenal clients.As product expert deliver training to new staff members, been a point of call to IFA'S with queries relating to product specfics including interpretating illustrations.Build and maintain relationships with IFA'S, support our internal and external sales when open to new business, generating leads.TCF champion.Active involvement in managing a changing working enviroment,involved in project… Show more Provide expert guidance on the i2Live product portfolio to both internal and extenal clients.As product expert deliver training to new staff members, been a point of call to IFA'S with queries relating to product specfics including interpretating illustrations.Build and maintain relationships with IFA'S, support our internal and external sales when open to new business, generating leads.TCF champion.Active involvement in managing a changing working enviroment,involved in project work to implement changes to proceses and procedures. Look at ways of speeding up a process whilst maintaining a high degress of accuracy.Created a model office enviroment to enable new recruits to fast track their training.Deptuised for Service ManagerHeavily involved with all Finance Bill changes since 2011. Show less

Controlled the IFA section of the call centre, focusing on delivering a bespoke service to the IFA, dealing with all queries relating to all the Lincoln book. Provding illustration's for the Financial Foundation plan and Bond, creating a team with a can do attitude who could deal with the kind of calls an IFA could pose.

Secretarial Skills, Advanced Typing And Shorthand

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