Responsible for RPA delivery. Also lead new Power BI dashboard development projects to better improve company usage of large operational datasets.

Providing analysis and support for external account handlers, managers, intermediaries and key stake holders. The role is varied, challenging and deadline orientated. I produce monthly MI updates for the sales team to ensure account performance can be tracked and understood. I work primarily on Excel to produce these reports but I often transfer this data into word / PowerPoint for quarterly performance meetings so that our customers (AA, Saga, Swinton etc) can better understand their performance with Ageas.Everything I produce needs to be right first time because key business decisions are taken from the MI that I produce. I’m also tasked to oversee key projects within the team. Challenges and issues arise on a daily basis but I enjoy trouble shooting and finding solutions to issues that arise. I enjoy the analysis part of the role the most as that gives me licence to not only show my understanding but to put forward my recomendations based on the data to hand.

In this role I was responsible for 4 of the company’s largest ‘key accounts’ - The AA, Saga, Kwikfit & Direct Choice (combined GWP of £40m+) and I looked to manage the ‘Ageas message’ with these customers to insure account growth and sustained profitability. I had to meet yearly targets to ensure we maximize every opportunity and help guarantee that Ageas was at the forefront of these relationships. Monthly review meetings covered off underwriting issues / performance, finance, marketing, branding, claims, future opportunities and general housekeeping. My main priority was to help grow the accounts but I was also a fixer / troubleshooter when issues arose. I’ve built a strong internal network which is vital when trying to resolve account issues (both internal and external). I was home based for the role but I was required to travel regularly to Ageas offices in Eastleigh, Gloucester, London and Glasgow for account meetings. I’m able to manage my own time to ensure I get the job done. I learnt a great deal during this 14 month period and it helped expand my knowledge of our customer base and help understand their wants and needs.

After only 10 months as a Broker Opertations Analyst I was successful in applying to be the team manager. I’d quickly established myself within the team and built up a strong internal network across multiple departments since joining earlier in the year. I enjoyed this role immensely as it gave me full autonomy to move the team in a direction that I felt would better serve the business. I successfully launched a new ‘Telephone Account Management’ project within the team. This involved two team members to actively pursue under-performing brokers for a period of 3 months to better understand what Ageas could do to help them grow their business. We learned a lot from this pilot project and it helped form the basis of other roles that have since been created within the business. It was challenging going from Team Member to Team Leader but I received positive feedback from both my line manager and key stakeholders suggesting I left the team in a much better position in October than the one I inherited 11 months earlier.

As part of the household claims team I was responsible for taking initial details of any household claim. After confirming cover, I’d then decide the best course of action. One of the more interesting parts of my role was flagging up potential discrepancies and cases of possible fraud. Being vigilant to potential fraud cases has also paid off as my actions have directly saved the company money from several exaggerated/fraudulent claims which was highlighted frequently in my performance reviews. I enjoyed my time in claims but I was keen to move to another department where I could take more ownership of situations on a day to day basis.

My role consisted of answering customers queries either by email or over the phone regarding their pay (current or historic), tax queries, maternity and paternity queries and to assist local schools and departments in the smooth running of each month’s payroll.

A target driven sales role where I had autonomy over 3 geographical areas. I was trusted to offer lines of credit (up to £300k) to small and medium sized businesses.

A target driven sales environment (desk based) where I was tasked to sell loans, credit cards, saving accounts and investments to HSBC’s nationwide customer base.