Charles Wake Email & Phone Number

London, England, United Kingdom

Recruited as part of a team responsible for administering group risk schemes. Key achievements included:· Managed the policy renewal process for clients, collaborating closely with team to introduce improved, streamlined procedures· Assisted with the setting up and on-boarding of all new clients on internal systems· Undertook due diligence on new clients to ensure compliance with regulators and processes· Worked with the team to introduce digital records and documentation, significantly simplifying access to data and reducing information retrieval time· Collaborated with the marketing Manager in the rebrand of the company, ran a focus group, and was involved in the decision-making process of agency appointment· Sat on the Charity commission arranging projects to help the local community

Hired to support a Senior Consultant in the group risk team. Achievements included:· Supported clients through the policy renewal process, liaising with both clients and insurers· Administered the medical underwriting process and assisting the clients· Managed the implementation of new client policies· Analysed contracts and produced billing for all corporate clients· Collaborated with insurers to implement private medical insurance for clients· Acted as the go-to point of contact for internal stakeholders on group risk queries

Recruited to support a team of Senior Consultants responsible for group risk products. Key achievements included:· Collaborated between internal stakeholders, supporting several cross-functional teams to ensure a seamless service to clients across multiple risk and pension products· Managed the renewal, medical underwriting and claims processes for large FTSE100 corporate clients across a range of group risk products· Established and maintained excellent relationships with both insurers and clients· Reviewed multiple group risk products, drafting reporting of recommendations for large corporate clients

Appointed to support clients with the administration of group risk schemes. Achievements included:· Provided cross-functional support to deliver the best outcome for clients· Appointed a quality assurance checker to ensure colleagues work was of a high standard· Acted as a ‘buddy’ for new colleagues, helping to train them in administration processes· Co-founded a working group to establish company-wide best customer service practice· Selected for fast-track management succession planning

Recruited in an administrative capacity and undertook a wider customer service role. Key achievements included:· Provided customer support for both B2B and B2C business· Successfully developed and built on existing supplier relationships· Created new supplier relationships through cold calling and other direct sales routes· Increased sales through setting up Amazon and eBay shops for the company