Usman Arshad Email & Phone Number

Scotland, United Kingdom

Edinburgh, United Kingdom

My responsibilities include:• Competent use of company workflow, time recording and income reporting systems.• To carry out face to face visits with clients as and when required.• Build relationships with clients, insurers and internal staff to ensure good customerservice and retention of clients.• To assist in developing and increasing the portfolio of accounts by identifying crossselling opportunities.• Assist with the collation and production of Management Information and statistics onrequest.• To report, record and manage any customers identified as ‘At Risk’ and work withthe Team Leader to resolve any complaints or issues with service. To operate in aTreating Customers Fairly manner at all times, highlighting any issues or conflicts.• Maintain a good standard of product and technical knowledge and awareness ofInsurer developments and terms and conditions.• To carry out any ad-hoc tasks relating to the job as and when required.• To renew a portfolio of Company Paid group schemes in line with procedures andcheck accuracy of accounts provided by insurer.• To own and/or assist in the management of group risk renewals and requestingterms and claims details from the insurer, requesting competitor quotations asrequired and prepare renewal proposals.• To prepare and issue Market Reports and summaries for submission to the client.

Edinburgh, United Kingdom

- Dealing directly with Financial Advisers - Initiating the transfer process for policies and maintaining it.

Edinburgh, United Kingdom

- Working with internal and external customer regarding Bacs submissions.

Edinburgh, United Kingdom

Edinburgh, United Kingdom

- Dealing with incoming calls from personal and corporate customers relating to fraud/scams.

Edinburgh, United Kingdom

- Operated within different regional locations engaging with both small and large teams - Maintained up to date product knowledge of swift moving goods and services- Occupied training roles to support and educate staff in regards to sales service and products- Consistently excelled in achieving personal sales targets with KPI’s- Adapted to provide a heavy consumer based approach to provide the best service possible.