Paul Dyson Email & Phone Number

Basingstoke, GB

Basingstoke

• Example IT are a Total IT Solutions reseller. Duties and responsibilities:
• Working as part of the sales team to build and develop both new and existing customers through b2b cold calling, emailing or personal visits focusing on the customer’s needs.
• The selling of multi vendor IT based products.
• Proactively follow up customer enquiries and build solid relationships to gain repeat business.
• Working to targets based on monthly profit gained, the amount of cold and follow up calls made and also customer emails issued.
• Working independently as well as liaising with the lead generation team to identify and research potential leads and opportunities.

United Kingdom

• Build and maintain working relationships with key contacts within the team’s portfolio via email and telephone communication.
• The day to day processing of policy changes, new entrants, leavers, transfers in and out, retirements with calculations, annual statements, deaths and post-sale documentation accompanied by written confirmation.
• Processing daily investment and disinvestments worth millions of pounds for Invesco Perpetual one of the UK’s leading finance companies.
• The administration of group pension schemes within a portfolio in DC and DB sector, working with high profile clients such as Invesco Perpetual, Santander and Allianz.
• Provide outstanding customer service for customers, companies and IFA's for the entire corporate pensions department on all types of business queries.
• Carry out monthly administration audits on portfolio so that they are in line with legislation standards.

United Kingdom

• Provide outstanding customer service for customers, companies and IFA's for the entire corporate pensions department on all types of business queries.
• Build and maintain working relationships with key contacts within my portfolio via email and telephone communication.
• Provide technical assistance to customers and companies with online access to pension’s website.
• The administration of group and stakeholder pension schemes within a portfolio in DC and DB sector, working with high profile clients such as Towers Watson, Mercer and KPMG.
• The day to day processing of policy changes, new entrants, leavers, transfers in and out, retirements with calculations, annual statements, deaths and post-sale documentation accompanied by written confirmation.

United Kingdom

• Assisting internal customer relationship managers to help the retention of corporate pension business.
• Co-ordination of pension scheme design changes, assisting marketing and implementation departments with minimal disruption in service to the customer.
• Provide outstanding customer service for customers, companies and IFA's for the entire corporate pensions department on all types of business queries.
• Build and maintain working relationships with key contacts within my portfolio via email and telephone communication.
• Provide technical assistance to customers and companies with online access to pension’s website.
• Assist team and other colleagues with industry knowledge and technical assistance using Microsoft Office packages including Excel, Word and Outlook.

United Kingdom

• The maximization and promotion of Friends Provident products to the intermediary markets via sales calls and administration.
• Liaise with appointed IFA firm and employers on all the day-to-day running of 40 plus group personal pension schemes.
• Proactively turn around all incoming telephone calls and obtain as much information about the potential business as possible. Such as whom the competitors are for the business, when are they looking to complete.
• Proactively follow up pipeline work using cold calls and try and fact find in attempt to win business.
• Liaise with colleagues and other departments when fact find highlights potential business for other areas of Friends Provident.
• Take and produce all types of new business quotations requested by IFA firms

United Kingdom

• Promote the finest experience possible for customers with queries relating to their pension policies. Where possible go the extra mile to make the customer feel valued by the company and to aid in the overall customer.
• Provide a range of administrative services connected with Local Government, Teachers and Group Additional Voluntary Contribution schemes and policies for public sector workers.
• Process cheque and BACS payments from payrolls, allocating to policies.
• Process new applicants, leavers, standard early and late retirements, transfers in/out, monthly pension’s payroll audits, data amendments and processing quotes and claims. Updating of database and calculating.
• The assistance to senior managers with project work.
• Departmental social representative organising social functions and events.