Daniel Smith Email & Phone Number

City Of Bristol, England, United Kingdom

Bristol, England, United Kingdom

TUPE Transfer from Lloyds Banking Group to Diligenta in March 2018Telephony-based customer service representative on behalf of Lloyds Banking Group/Clerical Medical.Answering queries from policyholders, financial advisers, employers and other third parties regarding Pensions, Investments and other Life Assurance, referring work to the back office administrators when required.Later involved in a secondment role assisting with a System Upgrade/Data Migration (Sept 2019 - Feb 2021):- Proofreading system generated correspondence, to ensure information is being pulled correctly and raising defects to be fixed where information wasn't correct.- Testing processes and workflows for front office/call centre colleague usage, ensuring that processes and features of the new system worked end-to-end as intended, as to make sure of minimal disruption to customer service on migration- Training new and existing call centre colleagues on the new administration system prior to migration.March 2021 - Redeployed to Aviva, going back to my Customer Service Representative role, dealing with older Friends Life/AXA pensions, bonds and life assurance.

Bristol, England, United Kingdom

Telephony-based customer service representative for Scottish Widows and Clerical Medical. Answering queries from policyholders, financial advisers, employers and other third parties regarding Pensions, Investments and other Life Assurance, referring work to the back office administrators when required.