Phil Simmonds Email & Phone Number

Operational responsibility to deliver the best and most successful training and learning environment solutions for a nationwide network of Approved Representatives, product providers and internal employees that measurably contributes to the successful delivery of Age UK’s Strategy, Values and Objectives.Delivery of technical General Insurance and Funeral Plan product knowledge training and coaching, including assessment and sign off, to ensure new starters meet or exceed competent employee requirements.Responsibility for ensuring training materials meet business requirements including key stakeholder sign off of learning materials and question banks.Training lead on business critical project of new EPOS sale system, responsible for the design and delivery of appropriate and innovative learning solutions to a national Approved Representative network.Completion of sales observations with coaching of Approved Representatives staff and Regional Sales managers to meet the requirements of the regulator and deliver on businesses objectives. Creation and monitoring of Development Action Plans to improve customer outcomes by supporting staff to identify and apply knowledge and best practice using SMART objectives.Training lead for the Funeral Plan product in my role as ‘product champion’ responsible for design delivery and evaluation of Funeral Plan sales training to support business sales targets.Working closely with regional sales managers to create and develop bespoke performance management programmes for staff needing additional support to meet or exceed the requirement of their role.Field based, excels at working on own initiative and also collaboratively with the wider operational training team.

Specific responsibility to deliver a Quality Assurance role to ensure that Age Concern Enterprises (now Age UK Enterprises) and the nationwide Approved Representative Network complied with regulatory frameworks and delivered in a customer centric way.Responsible for the delivery of a broad range of cost effective training solutions to ensure that Age Concern Group staff/volunteers and Age Concern Enterprises staff had appropriate technical product knowledge for all products and supported with the customer service/sales and supervisory skills necessary to remain compliant within the regulatory framework.Delivery of training for Supervisors in the areas of compliance, customer experience, observation and feedback skills to enable them to meet the requirements of the regulator and ensure the customer received the best outcomes possible.Completed sales observations and provided feedback to AR Supervisors to meet the requirements of the regulator and deliver the businesses objectives. Creation of Development Action Plans to ensure knowledge gaps were addressed using SMART objectives.Provided daily ongoing support to AR Supervisors by acting as a point of advice for the resolution of any key Training and Competency issues to ensure customers our customers were treated fairly.

Exercised ‘high risk’ mortgage lending mandate including Status, Self Cert and Buy to Let.Effectively managed a considerable mortgage application case load through careful and concise underwriting whilst delivering processed applications within tight deadlines.Actively promoted key account relations by arranging broker visits delivering training and criteria presentations.Acted up in the absence of New Business Manager being responsible for the smooth running of the daily workflow for a team of 12 underwriters and being the key contact for all queries from the major account customersDesigned and delivered a structured training solution to facilitate new Underwriters achievement of their landing mandate in line with Credit & Risk requirements

Secondment opportunity working within a team of 4 Business Trainers to deliver a new mortgage application processing system to approx. 600+ users across the UK to meet business and learning objectives.

Business And Finance

Education record