Lewis Mitchell Email & Phone Number

Basingstoke, England, United Kingdom

- Liaised with financial advisers and clients regarding their policies and investments- Answered upwards of 20 queries per day via our CRM, emailand telephone calls- I provided manual and generated commission statements,performed agency transfers and account reconciliations, as well as updating and verifying agency details- Was involved in multiple areas of back office and communicated with separate departments- Planned out daily objectives to ensure we met our SLA’s and reduced… Show more - Liaised with financial advisers and clients regarding their policies and investments- Answered upwards of 20 queries per day via our CRM, emailand telephone calls- I provided manual and generated commission statements,performed agency transfers and account reconciliations, as well as updating and verifying agency details- Was involved in multiple areas of back office and communicated with separate departments- Planned out daily objectives to ensure we met our SLA’s and reduced pipeline queries- Implemented changes in our documents by liaising with managers and the marketing team to improve our processes and customer service- Twice, I received a reward for excellence in service, a monthly recognition for our floor of 70+- I played a key part in reducing our pipeline from 30-day queries down to our target for 6-days- Produced a guide to help my colleagues with manual statements on excel, as these were time consuming and extensive- I was asked to deal with complaints, which is usually for senior members, as I demonstrated good understanding of our processes and professionalism Show less

Basingstoke, England, United Kingdom

- In my second placement, I was placed in another department after being requested for by the manager due to commendations given by previous manager- Here, I performed more administrative processes such as mail merges, contacting clients and financial agencies- Being confident and proficient, I was tasked with training several procedures out to other members of the team, despite short durations in the team

Bristol, England, United Kingdom

- I would change client data and call perspective clients- Arrange times for call-backs and appointments with financial advisers- The managing director praised my telephone manner and asked me to ameliorate the script for employees to use, in order to be more effective and better communicate the company’s services

Basingstoke, England, United Kingdom

- I would change client data, find anomalies, send and reply to emails internally and externally, and re-key trades- I was involved in several different projects, using excel daily