Graeme Lally Email & Phone Number

Stockport, England, United Kingdom

Tytherington Business Park, England, United Kingdom

Group Protection Specialist

Brighton/Home

Over £160,000 of premium placed on risk in first 6 months.Provided insurance quotations using the base risk rates with manual adjustment to ensure correct pricing for each client based on their circumstances. Regular verbal & written communication with clients & brokers to provide high levels of customer service and to ensure current & future customers fully understand the products.Prioritised work on a week to week basis with frequent daily revisions to ensure the company met customer expectations.Used Excel expertise to manipulate employee data to ensure correct risk of each set of employees.

Salford Quays

Processed client’s investments having ensured company and legal compliance requirements had been fulfilledWeekly updates with advisers to review current cases and discuss imminent new projects, keeping all parties, including the clients, up to date with expected timescales.Maintained physical & virtual security on the safe used for storing cheques, application forms and other sensitive data. Developed and implemented better working practices for record keeping, reducing the time demands on all staff while maintaining the same level of security.Provided a good working relationship with financial advisers through frequent written & verbal communication.

Salford Quays

Provided insurance quotations using the base risk rates with manual adjustment to ensure correct pricing for each client based on their circumstances. Checked and approved quotations for colleagues who had a lower authority level.Used Excel expertise to manipulate employee data to ensure correct risk of each set of employees.Carried out in-depth investigations into archive documents to verify the original policy details and any changes made throughout the life of the policy, used in upcoming renewal quotations and resolution of complaints.Verified and distributed tax & state benefits throughout each year to ensure correct calculation of members’ details for the department.Aided colleagues with complicated MS Excel formulae.