Dependable worker skilled in building productive professional relationships to support business compliance improvement programmes. Seeks opportunity to build on audit and investigation skills to reduce company risk. Learns quickly and implements development for good progress towards key objectives.
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Compliance ManagerAssured Life Ltd Jan 2023 - PresentLeeds, England, United KingdomMaintained 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. -
Sales And Retention SpecialistClear Planning Jul 2022 - Dec 2022Leeds, England, United KingdomIdentified at-risk accounts and pro actively built and presented retention plansHandled 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. -
Sales AdvisorClear Planning Mar 2020 - Jul 2022Leeds, England, United Kingdomommunicated 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. -
Dispute And Fraud AnalystYorkshire Bank Mar 2019 - Mar 2020Leeds, England, United KingdomHandled 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. -
Customer Service RepresentativeEmovis May 2018 - Feb 2019Leeds, England, United KingdomAnswered 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. -
Alarm EngineerEft Systems Limited Apr 2017 - Feb 2018Halifax, England, United KingdomSurveyed 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. -
Cctv And Alarm TechnicianSafecell Security Ltd Nov 2014 - Dec 2016Bury, England, United KingdomServiced 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.
Frequently Asked Questions about Jack Thomas
What company does Jack Thomas work for?
Jack Thomas works for Assured Life Ltd
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Jack Thomas
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3tfl.gov.uk, oysterpartnership.com, wahoofitness.com
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