Tracy Sheldon
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Tracy Sheldon Email & Phone Number

Head of Operational Effectiveness, Ageas UK at Ageas UK
Location: Greater Bournemouth Area, United Kingdom, United Kingdom 17 work roles 9 schools
1 work email found @ageas.co.uk LinkedIn matched
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Current company
Role
Head of Operational Effectiveness, Ageas UK
Location
Greater Bournemouth Area, United Kingdom, United Kingdom

Who is Tracy Sheldon? Overview

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Tracy Sheldon is listed as Head of Operational Effectiveness, Ageas UK at Ageas UK, based in Greater Bournemouth Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at ageas.co.uk and a matched LinkedIn profile for Tracy Sheldon.

Tracy Sheldon previously worked as Head of Operational Effectiveness at Ageas Uk and Head of Continuous Improvement at Ageas Uk. Tracy Sheldon holds Other; Core Credential Of Readiness, Leading With Finance from Harvard Business School Online.

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Email format at Ageas UK

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{first}.{last}@ageas.co.uk
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Profile bio

About Tracy Sheldon

MOVES MOUNTAINS – EXCELLENT PEOPLE DEVELOPER – COLLABORATIVE & FUN!- Brings an extensive breadth of knowledge, experience and skills to the table including sales, marketing, customer experience, digital transformation, continuous improvement and operational strategy & leadership expertise in the Financial Services arena- Decisive, results-oriented leader and change manager, with extensive planning and organisational skills. - A people-oriented, creative team player who excels in directing cross-functional teams in a pragmatic way to achieve business objectives.- Powerful communicator and networker, engaging stakeholders and employees at all levels of the organisation, influencing them to support the delivery of corporate objectives to timescale - Exceptional coach and mentor, developing people to optimise performance and supporting them as they grow both personally and professionallyKEY OPERATIONAL AND CHANGE MANAGEMENT ACHIEVEMENTS:- Instrumental in shaping operational strategy and has led a comprehensive efficiency programme across UK Sales & Service, unlocking double digit efficiency savings year-on-year. Key areas of focus have included organisational design, process improvement & automation, harnessing new technologies and improving the way that the Sales & Service contact centres work.-Leading the Bot agenda for Ageas UK and the strategic digital transformation of customer contact centres, Tracy has implemented voice and chat bots and robot process automation, as well as improving online self-service journeys for customers, driving significant operational efficiencies and improved customer experience- Led the development and implementation of business readiness and incident management methodologies which have ensured that change lands smoothly within Operations and that any incidents are addressed promptly, risk is controlled and customers are treated fairly - Spearheaded the development of a Customer Experience strategy for RIAS with the reduction of customer effort at its heart- Championed an ongoing programme of process improvement designed to improve efficiency, as well as both customer and employee experience

Listed skills include Financial Services, Stakeholder Management, Change Management, Process Improvement, and 46 others.

Current workplace

Tracy Sheldon's current company

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Ageas UK
Ageas Uk
Head of Operational Effectiveness, Ageas UK
AeroLeads page
17 roles · 34 years

Tracy Sheldon work experience

A career timeline built from the work history available for this profile.

Head Of Operational Effectiveness

Current

Eastleigh, Hampshire, GB

As the Head of Operational Effectiveness at Ageas UK, I lead the definition, development, and implementation of strategies that unlock operational efficiency benefits, enhancing customer journeys and overall customer experience in line with our Customer Ambition. I spearhead the operational digital strategy and delivery, including bot design and.

Oct 2024 - Present

Head Of Continuous Improvement

Eastleigh, Hampshire, GB

Delivering the operational efficiency agenda across Sales and Service in Ageas UK.- Shaped and led a comprehensive efficiency programme which has delivered a year-on-year double digit (%) improvement in operational efficiency across UK Sales & Service contact centres. Key areas of focus included organisational design, process improvement & automation.

Nov 2014 - Nov 2024

Head Of Operations Support

Eastleigh, Hampshire, GB

- A key member of the Operations Management Team, steering a wide range of support activities, enabling other operational heads of department to focus on the day-to-day delivery of sales performance.- Created and grew an operational support team, driving the operational change agenda across a range of performance, efficiency, customer and people-focused.

Aug 2009 - Nov 2014

Board Trustee

Wareham, Dorset, GB

RESCUE, CARE, REHOME & SUPPORTMargaret Green Animal Rescue is a local animal rescue charity working in Dorset and Devon in the UK. It strives to bring about the day when every companion animal in Dorset and Devon has a happy home for life.It aims to - - Promote humane behaviour towards animals by providing appropriate care, protection, treatment and.

Apr 2023 - Nov 2024

Sales & Marketing Consultant (Contract)

- Orchestrated the development and implementation of 10 new sales and service bonus schemes from initial strategy and concept development through to implementation, with the aim of aligning business and individual sales objectives, performance and bonus payments.- Led a media agency review for the Fortis UK Group from search & selection through to contract.

May 2008 - Aug 2009

Senior Client Communications Manager

Insight Investments (Part Of Hbos Plc)

- Led the marketing effort on the implementation of a new internet content management system, achieving sign off on a functional specification document and driving forward all the marketing workstreams. The marketing director was delighted by the progress made within a short timescale.

Jan 2008 - Apr 2008

Marketing Consultant (Contract)

Eastleigh, Hampshire, GB

- Recommended and implemented improvements to home insurance documentation, making it clearer and easier for customers to understand, thereby ensuring that it meets the FSA’s “treating customers fairly” guidelines. Customer research demonstrated that the new documentation was a significant improvement on the current version and that the new policy book is.

Jan 2007 - Dec 2007

Senior Marketing Communications Manager

London, GB

- Developed and implemented a robust international marketing plan to deliver required business results. On track to deliver 10% income growth in 2006.- Achieved sign off for a business case to recruit an increased headcount of 5 client communications managers (from an original headcount of 0 FTE) and recruited the additional team members, who are now.

Jan 2006 - Oct 2006

Group Marketing Manager, Wrap Propositions

GB

- Recruited to spearhead the development of a new, online investment service proposition for consumers. Created a detailed strawman proposition and formulated a robust, insight-based business case that enabled senior management to make an informed decision on the commercial merits of the proposition. - Managed all internal and external marketing.

Jul 2004 - Nov 2005

Member Nominated Trustee, Abbey National Group Pensions Ltd

GB

BOARD APPOINTMENT -- Appointed to the Board of Directors responsible for the running of the various Abbey National Pension Schemes, which have 41,000 members and £2.2bn funds under management. - Liaise on a regular basis with Abbey’s senior executives in order to manage the investment strategy, oversee the administration, ratify ill-health retirement.

May 2002 - Nov 2005

Employee Communications Manager

GB

- Established relationships with senior management in the Customer Propositions division in order to create and implement a divisional employee communications plan that met the objectives of the management team and the needs of the members of the division.- Pioneered a robust planning approach that was implemented across all Customer Divisions to ensure a.

Jan 2004 - Jun 2004

Marketing Manager, Personal Loans

GB

- Achieved a twelve-fold increase in internet lending, when accountable for the internet channel unsecured lending performance. - Orchestrated pricing and promotional activity, which increased internet lending from 4% to 37% of total unsecured lending within a 12 month period, with no negative impact on quality of lending or profitability. - Increased.

Feb 2002 - Jan 2004

Marketing Manager, Life, Investments And Pensions

GB

- Managed and drove the performance of a number of key life and investment products in various stages of the product life cycle, as well as leading projects to improve cross-sales on mortgages and savings bond maturities.- Repositioned Abbey's Protection Plan, through an integrated marketing plan and a robust internal communications and training programme.

Aug 1998 - Jan 2002

Insurance Development Consultant

GB

- Supervised, coached and developed a cross-section of employees from experienced Branch Managers to new trainees on Abbey National Life and mortgage products. This included training & coaching on new products; sales skills; computer systems; fact-finding; best advice and report writing.- Developed and delivered training that had positive impact on sales.

Jul 1995 - Aug 1998

Financial Planning Adviser

GB

- Company representative of Abbey National Life, selling a wide range of life, investment and pension products

Dec 1992 - Jul 1995

Financial Adviser

Cheltenham, England, GB

Company representative of Friends Provident, selling a wide range of life, investment and pension products

Sep 1991 - Dec 1992
9 education records

Tracy Sheldon education

Other; Core Credential Of Readiness, Leading With Finance

Harvard Business School Online

Change Management Certification

Prosci

Prince 2 Practitioner, Project Management

Apmg-International

Six Sigma Green Belt

Six Sigma Study

Full Potential Coaching

Full Potential Group

Afpc, Advanced Financial Planning Certificate

Chartered Insurance Institute

Certificate Of Financial Advisers (Cefa)

Chartered Institute Of Bankers

Ba Hons (2:1), Marketing & Psychology

University Of Strathclyde

Education record

High School Of Glasgow
FAQ

Frequently asked questions about Tracy Sheldon

Quick answers generated from the profile data available on this page.

What company does Tracy Sheldon work for?

Tracy Sheldon works for Ageas UK.

What is Tracy Sheldon's role at Ageas UK?

Tracy Sheldon is listed as Head of Operational Effectiveness, Ageas UK at Ageas UK.

What is Tracy Sheldon's email address?

AeroLeads has found 1 work email signal at @ageas.co.uk for Tracy Sheldon at Ageas UK.

Where is Tracy Sheldon based?

Tracy Sheldon is based in Greater Bournemouth Area, United Kingdom, United Kingdom while working with Ageas UK.

What companies has Tracy Sheldon worked for?

Tracy Sheldon has worked for Ageas Uk, Margaret Green Animal Rescue, Rias Plc., Insight Investments (Part Of Hbos Plc), and Rias Plc.

How can I contact Tracy Sheldon?

You can use AeroLeads to view verified contact signals for Tracy Sheldon at Ageas UK, including work email, phone, and LinkedIn data when available.

What schools did Tracy Sheldon attend?

Tracy Sheldon holds Other; Core Credential Of Readiness, Leading With Finance from Harvard Business School Online.

What skills is Tracy Sheldon known for?

Tracy Sheldon is listed with skills including Financial Services, Stakeholder Management, Change Management, Process Improvement, Incident Management, Business Strategy, Sales Management, and Customer Experience.

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