Phil Scott Email & Phone Number

Stockport, England, United Kingdom

Manchester, Greater Manchester, United Kingdom

Helping in family business due to family circumstances.

Manchester, United Kingdom

RBS Invoice Finance is a market leading international financial services proudly supplying a wide range of factoring, invoice discounting and asset based lending products to some of the most successful and upcoming business in the UK. The role is responsible and accountable for guiding and managing clients through the overall provision of debtor book services ensuring cash flow meets their ever growing needs. Carrying out credit stewardship routines I used key statistics form risk… Show more RBS Invoice Finance is a market leading international financial services proudly supplying a wide range of factoring, invoice discounting and asset based lending products to some of the most successful and upcoming business in the UK. The role is responsible and accountable for guiding and managing clients through the overall provision of debtor book services ensuring cash flow meets their ever growing needs. Carrying out credit stewardship routines I used key statistics form risk factor to offer a right product right time financial service that helps to grow and build new start up and existing businesses alike.. Key Deliverables:Risk driven. I regularly liaise with our risk support team and credit team to better my understanding on this area of the business. This enables me to challenge financial information and provide advice on how to improve administered accounts protecting RBSIF’s capital investment. Build and maintain relationships with my portfolio of clients, whilst enabling trust and collaborating with colleagues to achieve best outcomes first time. Ability to manage, maintain, prioritise and organise workload into a capable structure resulting in maximum results for IF and the client. Regularly review my own personal development plan, so I can keep track and maintain my personal goals and development. Generating additional income through opportunities to help client’s cash flow needs, thus resulting in greater profit margins for our region.Working with third parties and other areas of the bank developing my network and increasing client services.Managing client payments, variations, chasing MI, and excellent knowledge of how the facility operates. Confident in pin pointing areas of improvements for clients and demonstrating to them how their business could improve using the bench marking facility. Up skill and motivate colleagues around me building a more inclusive workplace resulting in better client outcomes. Show less

Salford Quays

Bupa is synonymous with Healthcare and a leader in the Health & Wellbeing Marketplace with offerings of all Health Related products from Health Insurance to Occupational Health services. .I am responsible for the total Occupational Health sales area renewing all contracts and converting new business leads. This role has given me insight into a different area of Health & Wellbeing.Key Deliverables:Responsible for the renewal and management of circa 2,000… Show more Bupa is synonymous with Healthcare and a leader in the Health & Wellbeing Marketplace with offerings of all Health Related products from Health Insurance to Occupational Health services. .I am responsible for the total Occupational Health sales area renewing all contracts and converting new business leads. This role has given me insight into a different area of Health & Wellbeing.Key Deliverables:Responsible for the renewal and management of circa 2,000 clientsSelf sufficient in lead generation, prospecting and bid’s and tender writingConsulting with health & safety executives on their HSE required services.Created a product to increase buy in from clients tying them into 12 month OH services.Consulted on services such as health surveillance, drug & alcohol, absence management, EAP and ad-hoc HSE related issues.Working alongside clinical governance to ensure right service at right time for clients.Health Assessment offerings B2B & B2C customers including renewal of employee benefits for large corporate. Show less

Saford Quays

Managing a portfolio of 92 Corporate Accounts with an estimated value of £8m covering a range of services such as PMI, Travel & Dental.My role requires strategic account management with both Intermediaries and direct clients primarily at a senior level. Negotiations tend to be complex with me having to both guide and influence key decision makers via third parties. I have a responsibility to my clients to draw upon and utilize significant internal resource to achieve demanding retention… Show more Managing a portfolio of 92 Corporate Accounts with an estimated value of £8m covering a range of services such as PMI, Travel & Dental.My role requires strategic account management with both Intermediaries and direct clients primarily at a senior level. Negotiations tend to be complex with me having to both guide and influence key decision makers via third parties. I have a responsibility to my clients to draw upon and utilize significant internal resource to achieve demanding retention and new business targets.My accountabilities include the management of my existing portfolio with an emphasis of expanding this on a quarterly basis of which I hit 4 of my previous year’s targets on a multi product basis. Although my current role is telephone based I attended numerous client visits last year some of which were to help members of the team who were uncomfortable in doing so.I identify opportunities for Bupa’s non-PMI products and services as a sole provider of healthcare services to client base.Key Deliverables:Account managing small to medium size clientsDevelop and maintain excellent relationships with clientsProgress New Business opportunities and target these individually. Introduce and expand on non-PMI products with new and existing client base.Retain accounts profitably by managing issues and delivering against agreed service levels.Investigate and take ownership of internal and external problems Helping companies implement BUPA products by presenting to their staff Show less

Salford Quays

Reporting to the National Account Manager overseeing all aspects of the day to day running of Bupa’s largest accounts circa 1,500 employees per account and value £750k plus revenue. Key Deliverables:Main point of contact for clients and brokers whilst the Account Manager is unavailable Supporting the Account Manager, clients and brokers on large National Schemes with 3000 plus members.Liaising with other departments to ensure queries are fully resolved in a… Show more Reporting to the National Account Manager overseeing all aspects of the day to day running of Bupa’s largest accounts circa 1,500 employees per account and value £750k plus revenue. Key Deliverables:Main point of contact for clients and brokers whilst the Account Manager is unavailable Supporting the Account Manager, clients and brokers on large National Schemes with 3000 plus members.Liaising with other departments to ensure queries are fully resolved in a timely mannerSupplying clients and brokers with management information at key throughout the contract yearAttending visits with Top Level management (Director and Board Level) along with the Account ManagerDeveloping and maintaining relationships with clients, brokers and internal departmentsArranging and sending member communicationsAd-hoc projects for clients to assist them with their role as a group secretary or to resolve issues Show less

Finance) Third Party RecoveryKey Deliverables:Recovering claims payments from Third Party insurersLiaising with members and there Solicitors by telephone and letterMaintaining a portfolio of 150 on-going casesNegotiating settlements with other insurers and members Solicitors

Key Deliverables:Assessing, investigating and processing of members claimsDealing with consultants, secretaries and hospitalsProcessing members suspended claims

Education record

Education record

9 grade B/C including: - Math's, English Language, English Literature and Physics