In my position with Royal and Sun Alliance, I was dealing with policies on a Direct Debit basis. I am actively involved in the processing unpaid Direct Debits both manual and automated, dealing with Credit card Unpaid Direct Debits, all of which are on an automated list to which I have to retrieve each day from the computer mainframe. Other lists retrieved like this include No Debit Issued Item lists and Auddi rejection lists. Processing Direct Debit Instructions are a daily task, which I undertake as they have a 24-hour turnaround, thus I am used to working to a tight deadline. In fact 70% of the tasks I work on have a tight deadline from the end of the working day to no more than a 24-hour turnaround.
I am active in the setting up of policies, amending them and dealing with the various accounting queries in relation to the policies.
Other tasks I was involved in are processing Bank Indemnity Claims received from the bank, Reconciling Bank Accounts, processing amendments and cancellations to policies, dealing with the customer over the phone and answering queries, dealing with the policyholder by letter. Giving customer satisfaction is the core value of Royal & Sun Alliance. It plays an integral part of my working day as I am in contact with policyholders who regard me who is often the first person they talk to as the voice of the company, and it is important that they get the help and satisfaction that they require. 100% customer service 100% of the time they are dealing with me.
On a daily basis I regularly liased with offices nation-wide, dealing with various accounting queries. Out side the realms of my position, I regularly designed Memo and stationary design for the department therefore updating procedures and the way tasks are done. I was involved in the setting up a letter and memo library that could be accessed on the Customer Accounting Centre shared computer folder by members of the office.
In the past I have managed the department Intranet site. Therefore demonstrating my knowledge of PowerPoint presentations.
On a weekly basis I maintained and updated all of the procedures for the tasks involved for the Team. This provided easy access for the newer members of the Team to access the relevant information for the tasks they are being trained on. To establish a successful team, everyone needs to know their role, be ready to help each other, and have mutual respect. Successful teamwork is plays a key role in the establishment of a properly run set of people. I have been active in playing my part in the establishment of the running of my team. I provide guidance and support to others in the team so that team effectiveness is enhanced.
I have also participated in being a Health and Safety Officer for the department. I took part First Aid training, proactively acting as team trainer, maintaining and updating training procedures, maintaining files for the team, documenting work-flow data, I attend and actively participate in regular team meetings and carry out actions that arise, authorizing Direct Debit Electronic Transmissions, payment of Claims, dealing with Electronic Transferral of files to the main office is a large part of my daily tasks within the realms of my position as Customer Manager I am also part of a team of 4 with the Daily Banking of checks, Giro Slips and Credit Card payments, Dealing with Inter-Branch Advises and auctioning Daily Reconciliation lists, processing Automated Direct Debits, which was done via the Mainframe.
I was involved set up of Spreadsheets for Banking Calculations and workflow data on EXCELL, I compile letters to policyholders and banks using WORD. On a day to day basis I operate an " AVAYA CALLMASTER V" deskphone.
I am currently using the following software:
EXCELL/WORD/MICROSOFTWORD 2000 "PROFESSIONAL", LOTUS NOTES, LOTUS 1-2-3, MICROSOFT PHOTO EDITOR, WINDOWS 95, 97, 98, MICROSOFT INTERNET EXPLORER. MICROSOFT XP DESKTOP REFRESH.
I have an in depth knowledge of all of the software I currently use, enabling me to train others in their use.
I worked as part of a team of 9, and I am proactive in demonstrating the core value of "teamwork". I aid and assist the more junior members of the Team, in their understanding of the job involved. I act a "referral point" for them and any other member of the team. I am proactive in a highly motivated team to optimise the contribution of individual members. I am also a participant in the "Data Protection Act" when speaking to policyholders, banks and other units. Thus providing confidentiality in the non-disclosure of personal details with out the authorised security protocol in place.
As part of my daily routine, I also participated in other clerical duties, of which filing, photocopying and taking minutes for various team meetings are included. I also sort all of the post for the team and for the department.
In addition I have had 4 months Underwriting experience in the Royal Alliance Small Business Department. I was dealing with quotations for Property Owners, Shops and Offices from January 2nd to 18th April 2006. I experienced what it was like to work in an Underwriting Department, before returning to my department on the 18th April 2006.
A week later I was transferred to the Coinsurance Recovery Team.
I was responsible for handling my own portfolio contacting claims references where coinsurance applied. I contacted coinsurers to request their coinsurance proportions.
I maintained Coinsurance Review Spreadsheets that calculated the exact coinsurance reimbursements that the respective coinsurers owed. I then requested from them via a series of letters or emails, their individual reimbursements. On receipt of the individual coinsurance payments, I log them on a database that kept a record of monthly incoming coinsurance cheques.
I liased with claims handlers, coinsurers, solicitors etc to bring the coinsurance claims to a conclusion a balance the coinsurance spreadsheets.
I am also part of the Sports and social Club where I initiated Staff Schemes eg, the Desk Lottery and the Sports and Social Club News Letter.
I know that I have more than adequate experience to meet all of the requirements and expectations that you are looking for. I am therefore confident that I can and will be an asset to you should you employ me for this position.