Dane Russo Email & Phone Number

Southampton, England, United Kingdom

Delivering excellent customer service to intermediaries and customers, anticipating and exceeding expectations for Group Protection business. Working with Clients and Consultants to provide an end to end service, including data auditing, specification creation, obtaining quotes from the market, on risk requirements and accounts checking and issuing.To be a dedicated point of contact for Insurers and Customers - taking ownership, seeking out answers from, delivering and communicating in a professional manner. Delivering excellent customer service to a panel of Clients. Building strong relationships with the Insurers to enable all parties to achieve their targets & goals.Working effectively with and support consulants to deliver new business and retention targets.Responsible for managing my own workload to meet customer / consultant requirements and company service standards.I have sales & product knowledge to identify potential prospects and negotiate improved terms. Working with the consultant to help new and existing clients develop confidence in Towergate.As part of my senior role, the additional responsibilities include training new starters on the Towergate processes, checking their work to monitor their progress towards sign off, being a point of contact for queries, setting and maintaining high standards of work as well as making myself available to work on numerous projects.

Southampton, England, United Kingdom

Delivering excellent customer service to intermediaries and customers, anticipating and exceeding expectations for Group Protection business. Working with Clients and Consultants to provide an end to end service, including data auditing, specification creation, obtaining quotes from the market, on risk requirements and accounts checking and issuing.To be a dedicated point of contact for Insurers and Customers - taking ownership, seeking out answers from, delivering and communicating in a professional manner. Delivering excellent customer service to a panel of Clients. Building strong relationships with the Insurers to enable all parties to achieve their targets & goals.Working effectively with and support consulants to deliver new business and retention targets.Responsible for managing my own workload to meet customer / consultant requirements and company service standards.I have sales & product knowledge to identify potential prospects and negotiate improved terms. Working with the consultant to help new and existing clients develop confidence in Towergate.Since June 2023, I have also been undertaking senior responsibilities, this includes training new starters on the Towergate processes, checking work, being a point of contact for queries and setting and maintaining high standards of work as well as making myself available to work on numerous projects.

Eastleigh

Delivering excellent customer service to intermediaries and customers, anticipating and exceeding expectations for Group Protection business. Aligned to work with account managers and to support the delivery of the intermediary panel account plans which determines delivery of new business sales and retention targets.Dedicated point of contact for external customers - taking ownership, seeking out answers from internal teams, delivering and communicating to intermediaries. Step in for intermediary panels when aligned Account Managers are not available. Delivering excellent customer service to a panel of intermediaries and their teams through achievement of service and quality standards. Building strong relationships with the intermediaries to enable all parties to achieve their targets & goals.Working together with other business areas within Aviva to assist in the overall delivery of the Group Protection strategy.Working effectively with and support account managers to deliver new business and retention targets. Providing feedback into account managers, which helps shape the Account plans. Meet regularly with account managers to review progress of plans and agree actions to address areas of concern or maximize opportunitiesResponsible for managing my own workload to meet customer / account managers requirements and company service standards.I have sales & product knowledge to identify potential prospects and negotiate improved terms. Working with the account managers to help new and existing intermediaries develop confidence in Aviva.Support Account Manager with broker/client visits. Attend Benefit Fayres to promote our Flex Products.Working to deliver Salesforce for Group Protection within an Agile environment, as well as helping integrate new support procedures leading to a smooth transition of the CRM tool, as part of a wider business roll out.

Eastleigh

I am responsible for delivering a great service to existing customers, taking ownership, and ensuring that each customer’s individual needs are met, guaranteeing a continuation of business.This is a fully regulated (FCA) position where I am offering an advised sales process through effective listening and questioning to identify customers needs and making recommendations based on these, in a very busy, fast paced environment with exceptionally high targets. Regularly working closely with other areas of the business to ensure consistency in our end results for the customer are achieved.Systems Used:CVT / GMS / VIM / Seibel / Cisco / Excel / Outlook / Lync

Southampton

Role Purpose:To administer all aspects of work for the investment and pensions department, to a high standard and in line with procedures and service standards, in particular the more complex and non-standard cases. To provide technical support and expertise to the department and providing support to project work and system enhancements/system fixes. Key Result Areas and Scope of the role: • Responsible for the accuracy and completeness of application/documentation processing• Liaise with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email• Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures• Responsible for the completion of administrative tasks in the relevant area• Provide information as requested by relevant methods internally and externally, to assist and enable company operations and effective service to customers• Ensure personal statistics are up to date and accurate• When necessary update the departmental intranet site• Provide MI Stats as and when applicable• To complete all tasks in line with service standards, procedures and compliance guidelines.• Incorporate our group values and in accordance with departmental procedures, service-standards, industry regulations and within cost and efficiency parameters• Ensure that all (area) works are undertaken in a timely way, in compliance with all SLA/KPIsWhile at Old Mutual I have obtained qualification's in:Lean Level 1

Southampton, United Kingdom

To assist in and coordinate the accurate and effective processing of administration tasks, to ensure that the company drivers operate legally, safely, and in the most cost effective manner.To ensure the smooth running of the Working Time Directive and Tachograph systems.To operate as part of an integrated support team.

Eastleigh

Marchwood

Southampton, United Kingdom

Eastleigh

Btec Sports And Exercise Science, Sports And Exercise

Education record