Jason Trigger Email & Phone Number

Teignmouth, England, United Kingdom

Crediton, England, United Kingdom

Exeter, England, United Kingdom

Exeter, England, United Kingdom

• Providing administration support to the company director.
• Liaising with clients to arrange review meetings.
• Keeping an up-to-date diary for three financial advisors.
• Maintaining the computer database with the clients’ investments.
• In addition I also covered reception duties; greeting clients, answering the main office telephone and directing the calls
• Receiving the daily post and scanning to the system and allocating to the relevant person, franking outgoing post and ensuring it was sent.

Exeter, England, United Kingdom

• Providing technical support to financial advisors regarding new insurance policies.
• Working within a high-pressure team to give excellent service within time constraints.
• Using initiative and teamwork to exceed customers expectations.
• Building relationships on the first step for customers on the company journey.

Exeter, England, United Kingdom

• Provide administration support for the team of claims assessors in the Exeter & Salisbury office.
• Taking new claims notifications by telephone from customers or financial advisors.
• Setting up new claims on the computer system and allocating new claims to the appropriate claims assessor.
• Writing Letters to customers, GPs, Medical Consultants and other insurance companies.
• Taking technical claims queries from the call centre or directly from customers and financial advisors.
• Helped roll out a new computer system and headed up training to all members of the health claims department.