David Utting
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David Utting Email & Phone Number

Practice Support Specialist at St. James’s Place Wealth Management
Location: Greater Newport Area, United Kingdom, United Kingdom 8 work roles 1 school
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Role
Practice Support Specialist
Location
Greater Newport Area, United Kingdom, United Kingdom
Company size

Who is David Utting? Overview

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Quick answer

David Utting is listed as Practice Support Specialist at St. James’s Place Wealth Management, a company with 32 employees, based in Greater Newport Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Utting.

David Utting previously worked as Sales Executive at Unum Uk and Broker Services Lead specialist at Unum Uk. David Utting holds Bachelor'S Degree, Social Science, Ba from Bath Spa University College/ The Open University.

Company email context

Email format at St. James’s Place Wealth Management

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St. James’s Place Wealth Management

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Profile bio

About David Utting

A highly motivated and experienced customer services specialist with a wide ranging knowledge of Group Risk. Adapting to new challenging situations and thrives under pressure. Proven success in identifying and developing opportunities and customer relationships. A reliable, hardworking individual that works well in a team as well as using own initiative. Great communication skills with an excellent telephone manner, focused and dedicated on providing a first class customer experience.

Listed skills include Insurance, Customer Service, It Skills, Client Relations Skills, and 11 others.

Current workplace

David Utting's current company

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St. James’s Place Wealth Management
St. James’S Place Wealth Management
Practice Support Specialist
Newport, Newport, United Kingdom
8 roles

David Utting work experience

A career timeline built from the work history available for this profile.

Sales Executive

Bristol, United Kingdom

My objective is to drive quote activity in order to maximize all potential new business opportunities. Identifying cross quote or alternative solution opportunities then gaining the necessary internal and external commitment is a major part of the work I do. I enjoy researching and fact finding on tenders and cases for various sized clients.I find.

Jun 2017 - May 2018

Broker Services Lead Specialist

Bristol, United Kingdom

Pro-Actively manage customer relationships and develop a strong understanding of customer needsBe a subject matter expert, taking responsibility for the most complex processes and customers.Build strong business partnerships as a result of credible, comprehensive understanding of the business and openness to diverse ideas.Demonstrates ability to resolve.

Sep 2015 - Jun 2017

Client Support

Bristol, United Kingdom

  • Assisting with client requests, queries and general client correspondence
  • Liaising with Associate Consultants, Consultants and insurers for new and existing business quotations
  • Processing of new business, re-brokes, scheme renewals, underwriting and claims
  • Liaising with product provider
  • Working to specific time target deadlines agreed with clients and provider
  • Inputting, updating and maintaining the Adviser Office database.
Jun 2015 - Sep 2015

Broker Services Senior Specialist

Bristol, United Kingdom

Responsible for the administration of an assigned portfolio of Group Business to ensure that all aspects of the Policy Servicing are dealt with within the Service Level Agreements, whilst maintaining the highest level of Customer satisfaction. Excellent attention to detail skills with proven ability to understand client’s complex requirements and identify.

Jul 2002 - Jun 2015

Customer Services Representative

  • General policy servicing.
  • policy amendments and terminations
  • Dealing with queries from customers
Oct 2001 - Jul 2002

Case Manager

Axa Sunlife

General policy servicing. Dealing with queries from customersLapsing customer’s policies Ensuring AXA Sun life systems were correctly showing current policy status Piloted the introduction of a workflow system, looking at the possible effect that this would have on my department.

May 1998 - Oct 2001
1 education record

David Utting education

  • Bath Spa University College/ The Open University
    Bath Spa University College/ The Open University
    Ba
FAQ

Frequently asked questions about David Utting

Quick answers generated from the profile data available on this page.

What company does David Utting work for?

David Utting works for St. James’s Place Wealth Management.

What is David Utting's role at St. James’s Place Wealth Management?

David Utting is listed as Practice Support Specialist at St. James’s Place Wealth Management.

Where is David Utting based?

David Utting is based in Greater Newport Area, United Kingdom, United Kingdom while working with St. James’s Place Wealth Management.

What companies has David Utting worked for?

David Utting has worked for St. James’S Place Wealth Management, Unum Uk, Arthur J. Gallagher & Co., Hsbc, and Axa Sunlife.

How can I contact David Utting?

You can use AeroLeads to view verified contact signals for David Utting at St. James’s Place Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Utting attend?

David Utting holds Bachelor'S Degree, Social Science, Ba from Bath Spa University College/ The Open University.

What skills is David Utting known for?

David Utting is listed with skills including Insurance, Customer Service, It Skills, Client Relations Skills, Disability Insurance, Health Insurance, Underwriting, and Brokers.

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