Thomas Polyviou Email & Phone Number

Bristol

Conducting comprehensive protection reviews and in-depth fact-finding to recommend customised protection packages tailored to clients' unique needs. This encompasses Life, Critical Illness, and Income Protection solutions.Proactively reaching out to clients who have taken out mortgages, highlighting the importance of protecting their homes, mortgages, incomes, and families.Consistently exceeding sales targets and contributing to team training to enhance sales performance and conversion rates.Ensuring compliance with FCA regulations and ICOB rules by thoroughly reviewing case files and keeping up to date with current legislation.Using Intelligent Office to log and track client interactions, opportunities, and sales. This streamlined approach supports operational efficiency and helps ensure a high level of client service.

Bristol, United Kingdom

Assisted with the complete ground-up creation of an insurance advisory team including:Creating a framework for advisers to start selling suitable protection productsAssisting in creating the fact find process, ensuring areas such as – affordability, suitability, and existing provision are addressedCreating the framework for the 'reasons why' letter, ensuring that all relevant areas are includedRecommending suitable changes to be made to the CRM based on advisory requirements

Clifton Bristol

• Dealing with inbound insurance and savings leads and converting them into sales • Cross-selling additional financial products at all opportunities• Managing the case from start to end: from quote to post-sale• Exceeding all sales targets and KPI’s set• Ensuring compliance with FCA regulations and keeping up to date with the changing financial market• Using and updating the CRM, and auditing files.• Training and mentoring new starters, and sharing best practice.

Bristol

• Providing excellent customer service by taking ownership of the customer journey• Continually providing customers with complete, accurate and up-to-date information and support• Consistently achieving targets and quality measures• Keeping up to date with Simply Health business strategy, procedures and practices• Exercising confidentiality and ensuring data protection compliance • Managing my own personal development• Ensuring that products and service delivered to customers are appropriate to customer need and that customers are treated in a fair, ethical and consistent manner

Bristol

• Understanding the market and the consumers position therein• Ensuring gold-standard service at every level of customer support• Effectively questioning customers to ensure that all issues are addressed• Engaging with consumers and assisting them to find the right course of action• Maintaining a focus on company and statutory directives• Vigilance of Data Protection and confidentiality• Staying up-to-date with current financial legislation through training and study• Mentoring new employees, and ensuring both their knowledge and call structure meets company standards• Meeting daily Key Performance Indicator targets: quality scoring, productivity and adherence