Jack Thomas Email & Phone Number

Leeds, England, United Kingdom

Maintained company compliance by advising sales agents on insurers wants and needs, regulations, rules and guidelines.Built a complete new compliance structure and script and trained 30+ staff on this.Built a penalty structure and implemented this to make sure the compliance process was adhered to.Completed pre submission checks on advisors based on a audit system we created.

Leeds, England, United Kingdom

Identified at-risk accounts and pro actively built and presented retention plansHandled calls promptly and professionally using proven tele-sales skills.Maximised customer retention through up selling and cross-selling.Observed brand guidelines to uphold company reputation.Exceeded sales and retention targets through personal and team accountability.Discovered customer needs to recommend suitable products and services.

Leeds, England, United Kingdom

ommunicated with customers to determine policy limits and degree of risk.Developed financial plans according to financial and client regulations.Gathered customer information to assess coverage needs and recommend products.Outlined insurance policies to protect customer interests and meet regulatory requirements.Helped customers determine appropriate products and policy terms.Drafted quotes detailing policy premiums, coverages and payment structures.

Leeds, England, United Kingdom

Handled both in/outbound calls regarding suspicious activity on customer accounts.Helped customer start the charge back/dispute process for missing/fraudulent purchases.Helped customers to protect their bank account after they have received scam calls.

Leeds, England, United Kingdom

Answered customer telephone calls promptly and improved on-hold wait times.Handled customer complaints, providing appropriate solutions to guarantee positive outcomes.Handled inbound calls to take payments.

Halifax, England, United Kingdom

Surveyed sites to identify risks and adapt fire solutions accordingly.Identified and recommended protection solutions for improved fire prevention.Retained knowledge of current fire regulations for optimized systems' compliance.Tested and maintained fire security, emergency light and nurse call systems.

Bury, England, United Kingdom

Serviced and repaired security systems including: intruder, cctv, fire.Serviced and installed access control and nurse call systems.Maintained strict confidentiality at all times.Kept knowledge of and compliance with operating procedures, legislation and best practice.Checked equipment regularly and reported equipment failure to the Chief Security Officer.