Specializing in bringing together senior executives for in-person conferences, to tackle their key challenges and reach their priority business outcomes through transformation and the adoption of new emerging technologies by connecting them with the knowledge, peer-led insights and learnings needed to succeed.

Carried out a detailed, end-to-end case review process, analysing customer and provider responses, and progressing cases.Liaised with customers and third parties over the phone, while maintaining an internal claims management records system as well as producing formal written responses regarding case decisions.Reach a fair outcome for all parties, in line with FCA guidelines

Ensured timely and appropriate resolution of issues and escalations. Effectively partnered with internal teams and functional areas to deliver on product implementation and launches. Served as a process owner for annuity new business acquisition, issue and service forms and order entry platforms.This position developed new prospects and enhanced business relationships with external agencies to increase and maximize financial services to clients. Whilst also facilitating the purchase of customer annuities; over-seeing the process as a whole and ensuring a smooth transition.