Daniel E. Email & Phone Number
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Daniel E. is listed as Paraplanner at Medical & General Independent Financial Advisers, a with 18 employees, based in Paignton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel E..
Daniel E. previously worked as Paraplanner at Seabrook Clark Ltd and Executive Liaison Manager at Edf (Uk). Daniel E. holds Level 4 Certificate, Long Term Care And Later Life Planning from The London Institute Of Banking & Finance.
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About Daniel E.
As a results-oriented professional with over a decade of impactful contributions at EDF Energy. My journey has been marked by demonstrated expertise in operational management, complaints resolution, and effective team leadership.I have driven substantial reductions in escalations and implemented initiatives that elevate customer satisfaction. My ability to deliver on challenging financial targets and lead process enhancements has been a consistent theme throughout my career.With a knack for building robust relationships, I've successfully engaged with internal and external stakeholders, including executive teams, public affairs, and legal entities. My commitment to exceptional leadership has been recognised with accolades like "Manager of the Month," and I've played a pivotal role in the success of various operational management programs.Recently gained advanced certification in leadership and management, I am committed to continuous growth and development. This complements my solid foundation in finance and regulatory compliance, allowing me to navigate complex challenges with ease.
Daniel E.'s current company
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Daniel E. work experience
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Paraplanner
Executive Liaison Manager
• Lead the operational management of Executive Liaison Complaints (CEO, Press, Legal, and MP) with direct interaction with the Executive Team and CEO, ensuring successful customer outcomes and continuous process improvement.• Manage the operational aspects of the Energy Ombudsman Workstream, meeting key deadlines, tracking volumes, and optimising response times.• Personally handled escalated high-risk cases, demonstrating a proactive approach to… Show more • Lead the operational management of Executive Liaison Complaints (CEO, Press, Legal, and MP) with direct interaction with the Executive Team and CEO, ensuring successful customer outcomes and continuous process improvement.• Manage the operational aspects of the Energy Ombudsman Workstream, meeting key deadlines, tracking volumes, and optimising response times.• Personally handled escalated high-risk cases, demonstrating a proactive approach to resolving complex issues, resulting in a 20% reduction in case resolution time.• Inspire and manage the team to exceed KPIs, providing excellent customer service through effective resource planning, case allocation, and implementing targeted training programs.• Directly manage the dedicated phone line, resulting in a 15% improvement in customer query resolution times, and cultivate strong relationships with public affairs and legal teams.• Drive process improvements and implement strategic initiatives for employee development, conducting 1-2-1s, appraisals, and performance reviews, resulting in a 25% increase in team productivity. Show less
Complaints Manager
• Spearheaded initiatives to prevent externally escalated complaints, leading a quality improvement program across onshore and global offshore teams, resulting in a 30% decrease in external escalations.• Successfully reduced the highest complaint category volume through a targeted initiative, leading to a 25% improvement in overall customer satisfaction.• Conducted root cause analysis, identified process issues, and proposed preventative measures … Show more • Spearheaded initiatives to prevent externally escalated complaints, leading a quality improvement program across onshore and global offshore teams, resulting in a 30% decrease in external escalations.• Successfully reduced the highest complaint category volume through a targeted initiative, leading to a 25% improvement in overall customer satisfaction.• Conducted root cause analysis, identified process issues, and proposed preventative measures to reduce repeat complaints, resulting in a 20% decrease in recurring issues.• Collaborated in cross-site resource planning conferences with senior stakeholders to manage multiple workstreams, resulting in a 15% increase in overall team efficiency.• Recognised for contributions to the "Effective Operational Management" program and awarded "Manager of the Month" for minimising externally escalated complaints, with a 10% reduction in escalations. Show less
Debt Analysis And Targeting Manager
• Led initiatives to achieve challenging Bad Debt Charge budgets, implementing incentives to maximise revenue collection, resulting in a 15% increase in debt recovery rates.• Utilised "Target Collection Management Systems" to analyse and drive team performance, leading to a 20% improvement in collection efficiency.• Successfully corrected and collected over £8 million in 16 months, managing high-value debt accounts, resulting in a 25% reduction in… Show more • Led initiatives to achieve challenging Bad Debt Charge budgets, implementing incentives to maximise revenue collection, resulting in a 15% increase in debt recovery rates.• Utilised "Target Collection Management Systems" to analyse and drive team performance, leading to a 20% improvement in collection efficiency.• Successfully corrected and collected over £8 million in 16 months, managing high-value debt accounts, resulting in a 25% reduction in outstanding debts.• Collaborated with business analysts on debt campaigns, working closely with debt agency teams and senior managers, resulting in a 20% increase in successful debt recovery. Show less
Debt Recovery Manager
• Established and led a high-performing team, earning recognition at the Customer Service Awards, resulting in a 15% improvement in team morale.• Implemented successful incentives, including the "Ed to Ed" incentive, and piloted the complaint "Manager Intervention Process," resulting in a 10% reduction in escalated complaints.• Led the Ofgem billing code audit, achieving a gold standard, resulting in a 30% improvement in regulatory… Show more • Established and led a high-performing team, earning recognition at the Customer Service Awards, resulting in a 15% improvement in team morale.• Implemented successful incentives, including the "Ed to Ed" incentive, and piloted the complaint "Manager Intervention Process," resulting in a 10% reduction in escalated complaints.• Led the Ofgem billing code audit, achieving a gold standard, resulting in a 30% improvement in regulatory compliance.• Managed post-disconnection and executor debt processes, resulting in a 25% reduction in outstanding debts. Show less
Customer Accounts Migration Manager
• Orchestrated the seamless migration of customer accounts during a pivotal system transition, demonstrating adept management skills.• Streamlined complaint management processes, escalating and resolving all issues efficiently.• Fostered collaborative cross-site networks with peer groups, facilitating knowledge sharing within the organisation.• Spearheaded a "right-first-time" query resolution approach, implementing a quality assurance program to… Show more • Orchestrated the seamless migration of customer accounts during a pivotal system transition, demonstrating adept management skills.• Streamlined complaint management processes, escalating and resolving all issues efficiently.• Fostered collaborative cross-site networks with peer groups, facilitating knowledge sharing within the organisation.• Spearheaded a "right-first-time" query resolution approach, implementing a quality assurance program to instil ownership and responsibility among the team.• Conducted comprehensive training sessions, empowering teams to handle more complex phone call queries.• Initiated and managed a departmental incentive program, resulting in a remarkable 20% uplift in revenue collection for the area. Show less
Team Performance Enhancement Coach
• Supervised and mentored team members, ensuring high performance and productivity.• Conducted rigorous quality checks, providing constructive feedback and support to enhance work quality.• Implemented side-by-side coaching strategies to refine call-handling skills, improving overall performance.• Facilitated group call listening and training sessions, fostering a collaborative learning environment.• Collaborated with managers to enhance… Show more • Supervised and mentored team members, ensuring high performance and productivity.• Conducted rigorous quality checks, providing constructive feedback and support to enhance work quality.• Implemented side-by-side coaching strategies to refine call-handling skills, improving overall performance.• Facilitated group call listening and training sessions, fostering a collaborative learning environment.• Collaborated with managers to enhance advisor performance and develop effective performance plans. Show less
Customer Service Specialist
• Addressed customer complaints and queries and effectively escalated technical problems to ensure swift resolutions.• Administered various administrative tasks, ensuring accurate and up-to-date customer information.• Provided comprehensive information on both new and existing products to customers.• Handled end-to-end processing of orders, payments, refunds, and sales, showcasing a commitment to operational efficiency and customer… Show more • Addressed customer complaints and queries and effectively escalated technical problems to ensure swift resolutions.• Administered various administrative tasks, ensuring accurate and up-to-date customer information.• Provided comprehensive information on both new and existing products to customers.• Handled end-to-end processing of orders, payments, refunds, and sales, showcasing a commitment to operational efficiency and customer satisfaction. Show less
Protection And General Insurance Adviser
Alongside my full-time job, I volunteered in a busy Financial Advisory office. Providing administration support to the Independent Financial Adviser’s and Mortgage Adviser's. I gained great insight into the role of an IFA. Shadowing them as they completed fact finds. Using the Iress Exchange to search for suitable protection products for clients. Assisted in preparing suitability reports and keeping client records up to date.
Photography Sales Advisor
Office Assistant And Receptionist
Colleagues at Medical & General Independent Financial Advisers
Other employees you can reach at medicalandgeneral.co.uk. View company contacts for 18 employees →
Ben Tweedie
Colleague at Medical & General Independent Financial AdvisersNewton Abbot, England, United Kingdom
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Liam Pellowe Cemap, Certrbcb
Colleague at Medical & General Independent Financial AdvisersKingsteignton, England, United Kingdom
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Dr. Med Zoran Brkovic
Colleague at Medical & General Independent Financial AdvisersStuttgart Region, Germany
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Teena Giles-Masters
Colleague at Medical & General Independent Financial AdvisersOttery St Mary, England, United Kingdom
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Daniel E. education
Level 4 Certificate, Long Term Care And Later Life Planning
Level 5 Certificate, Leadership And Management
Certificate, Fundamental Wellbeing Supporter
Level 4 Diploma For Financial Advisers
Education record
Frequently asked questions about Daniel E.
Quick answers generated from the profile data available on this page.
What company does Daniel E. work for?
Daniel E. works for Medical & General Independent Financial Advisers.
What is Daniel E.'s role at Medical & General Independent Financial Advisers?
Daniel E. is listed as Paraplanner at Medical & General Independent Financial Advisers.
Where is Daniel E. based?
Daniel E. is based in Paignton, England, United Kingdom while working with Medical & General Independent Financial Advisers.
What companies has Daniel E. worked for?
Daniel E. has worked for Medical & General Independent Financial Advisers, Seabrook Clark Ltd, Edf (Uk), Molyneux Associates Ltd, and Olan Mills.
Who are Daniel E.'s colleagues at Medical & General Independent Financial Advisers?
Daniel E.'s colleagues at Medical & General Independent Financial Advisers include Ben Tweedie, Liam Pellowe Cemap, Certrbcb, Dr. Med Zoran Brkovic, and Teena Giles-Masters.
How can I contact Daniel E.?
You can use AeroLeads to view verified contact signals for Daniel E. at Medical & General Independent Financial Advisers, including work email, phone, and LinkedIn data when available.
What schools did Daniel E. attend?
Daniel E. holds Level 4 Certificate, Long Term Care And Later Life Planning from The London Institute Of Banking & Finance.
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