Daniel Tree Email & Phone Number

Croydon, United Kingdom

Croydon, United Kingdom

➢ Complete technical checks to ensure processes are adhered to. Ensuring existing staff and new starters have the required competency and necessary skills to deliver great service by assessing work and providing feedback.➢ Analyse sampling data to identify patterns and underlying root-causes of quality issues within processes or individuals and identify options for improvement.➢ 1-2-1 meetings with individuals that require extra help in understanding errors and processes.

➢ Subject matter expert for accounts, queries, systems and processes in the area. Support implementation of future system developments.➢ Project lead for investigating and clearing a backlog of 1,500 complex legacy work items.➢ Providing guidance and best practice solutions for bespoke schemes and processes which do not fit the internal systems.➢ Reducing departmental debt by tidying up schemes, issuing refunds, identifying errors, resolving queries and adjusting the finances as necessary to show the true outstanding debt.➢ Ensuring system faults are reported and resolved within appropriate timeframes.

➢ Responsible for a team of 8-10 staff.➢ Attending daily manager meetings raising issues, positive notes and offering help if required.➢ Providing statistics regarding the team position and performance.➢ Team development by having monthly 1-2-1’s with individuals.➢ Managed operational workflow.➢ Dealing with complaints weekly.

➢ Working very closely with colleagues and especially the team manager to make sure the team runs smoothly and all work / complaints / team issues are kept on top of.➢ Helping out the team of 18 members of staff with any issues they may have.➢ Delegate work to ensure all daily tasks / duties is completed.➢ When the manager is away from the office, it would be my responsibility to keep the team working the way it should, handle and resolve any issues and making note of anything that would need to be communicated to the manager.➢ Deliver a constant high standard of customer service by developing and maintaining relationships with customers and treating all customers fairly.➢ Train new staff and existing staff on products & processes.➢ Completed and passed the Every Day Leadership course to improve my leadership skills.

Working very closely with colleagues and especially the team manager to make sure the team runs smoothly and all work / complaints / team issues are kept on top of.Helping out the team of 18 members of staff with any issues they may have.Delegate work to ensure all daily tasks / duties is completed.When the manager is away from the office, it would be my responsibility to keep the team working the way it should, handle and resolve any issues and making note of anything that would need to be communicated to the manager.Deliver a constant high standard of customer service by developing and maintaining relationships with customers and treating all customers fairly.Accurately inputting renewal accounts onto the system and issuing them to the broker and the policy holder within the target date set.Communicating with brokers advising them of any outstanding requirements or any questions they need answering with their policy.Keeping all work in target date by organising all work set for each day and completing the accounts correctly and efficiently.Liasing with internal colleagues face to face or via the telephone to resolve any queries the broker or I have with the account.

Supporting the sales team each day with processing all data accurately onto the system.Communicating with IFA/Internal colleagues via the telephone answering any queries or taking down quotes.Creating mailers and spreadsheets for the team and sending them to the relevant IFA/Team member.Inputting all quotes and sending them off to the correct department to be processed, this then gets sent back, which is then distributed to the IFA.Booking meeting rooms for team meetings, lunches, seminars etc.Ordering stationary for all team members when needed.Making sure the team get their expenses paid each month and processed efficiently.Updating the team on any quotes and applications daily to keep them up to date so they know which business has come in and which to chase.Organising and photocopying all relevant documents and filing away neatly.Keeping the attendance and annual leave record up to date and confirmed with management.Distributing literature to IFA’s requesting certain documents through the post.Manning the office alone when there are team meetings, seminars and appointments

Receiving safety reports from internal departments, which need to be checked thoroughly and accurately to see if relevant reports need to be sent to Investigators/Doctors running that clinical trial.Liaised with colleagues on a daily basis to distribute work evenly and making sure everyone is up-to-date and not needing extra help.Accurately inputting and uploading each report onto the system for tracking purposes.Checking each other’s work to make sure everything is correctly processed.Communicating with internal departments via email and telephone and sending letters externally to the relevant sites.

Ict Advanced, Information Technology

Activities and Societies: .ICT Advanced

Education record

Activities and Societies: .9 GCSEs including Maths and English.