Lisa Marshall Email & Phone Number

Bristol, United Kingdom

Responsible for making outbound contacts to customers, strategic partners and 3rd parties completing customer and distributor advocacy / Net Promoter Score questionnaires, non-Underwritten applications, obtain missing information to expedite processing of new applications and complete medical questionnaires with customers. Required to use soft skills in order to tailor approach to calls based on reason for contact, ensuring the best possible customer experience.Actively targeted against:- Achievement of commercial service levels- Productivity- Conversion rate- Call quality and post call admin accuracy- Adherence to company best practice, regulatory and legislative guidance- Punctuality & timekeepingKey accountabilities and achievements:- Received numerous company awards for customer focus and number of customer compliments received- Regularly required to provide input in to Projects and process improvement initiatives as subject matter expert- Responsible for drafting and maintenance of documented procedures

Bristol, United Kingdom

Responsible for processing premium and payment work items relating to a broad portfolio of life assurance, pension and invesment products in line with company best practice and to commercial service levels, issuing associated customer comms confirming requests had been actioned and recording data for management information reporting purposes.Actively targeted against:- Achievement of commercial service levels- Productivity- Administration and correspondence accuracy- Complaints caused- Compliance with monies in/out financial crime preventative measures

Bristol, United Kingdom

Responsible for reviewing and updating corrupt policy information to ensure compliance with Data Protection Act. Required to analyse customer records and complete retrospective comparison with associated documentation and change requests, updating the mainframe system and recording details of the incident as required.

Bristol, United Kingdom

Responsible for completion of administrative task for both new and existing business work types. Required to process work in line with company guidelines and to agreed commercial service levels.

Bristol, United Kingdom

Member of a team of staff liaising with customers and third party product providers, acting as a broker when NatWest did not offer any in house insurance and protection products. Required to obtain quotes from providers, contact customers for sales and complete associated pre and point of sale administration.