Alex Dale
Birmingham
Summary
Accomplished Customer Service/Admin/Sales Advisor with 10+ years, excelling in building positive experiences through a high level of customer service administrative operations and achieving sales targets. Proficient in account management and consistently surpassing KPIs. Proven expertise in delivering a seamless journey and satisfaction for the people I speak to. Throughout the years I have developed a set of core skills which I believe would allow me to be a great addition to your team/company. Always looking to better myself and represent the brand that I work with the utmost professionalism. Thank you for your time on my application.
Overview
13
13
years of professional experience
Work history
Customer Service Advisor/Sales Agent
Union Insurance
London
2025.09 - 2026.03
- In this role, I contacted Union members and sold insurance that can be linked to their job role; part of the process involves their onboarding to the union. So this involves calling customers, managing their accounts that they have set up, and then upselling based on the need or requirement. Updating details, documents and general admin operations for the business
- Ensuring that all compliance and data protection requirements are met, actively listening, and finding the point of reference for the sale, and then delivering the journey for the customer on behalf of the Union.
- With a strong intent to make as many sales as possible, exceed targets, and deliver great service for all customers.
- Skills that I use in this role would be effective listening, multitasking, handling and resolving complaints or queries, adhering to compliance, data entry, problem solving and making sure that the customer has a great journey from start to finish on behalf of the client I represent.
- Left due to temporary role
Customer Service/Sales Advisor
Firstsource
Derby
2022.05 - 2025.03
- On behalf of Sky TV and Broadband, I worked as a Customer Service/Sales Advisor for Firstsource, dealing with existing customers and handling their queries, whether that be financial services or product queries. I also called potential customers on outbound and using product knowledge and personal conversations to gain interest and achieve sales for the company.
- I have moved around different campaigns while in this role to gain knowledge and test myself; some of these include inbound sales, outbound sales, retentions, and loyalty.
- Tasks within this role included, handling and resolving complaints/queries, data entry, vulnerable customers, sale targets, problem solving, multitasking, adapting to various scenarios.
- Overall, I excelled in these roles and delivered a high level of performance, which has been reflected in my stats/KPIs, all of which can be backed up through references.
- Left due to department redundancy
Customer Service Advisor
Concentrix
Stockport
2020.11 - 2022.05
- On behalf of Concentrix I worked as a BT Billing and customer service agent. This role included managing payments, query resolving complaints handling, retaining customers of BT, adhering to policies and compliance, data entry
- Ensured that KPIs and stats were always met and exceeded by listening to and understanding customers and their needs.
- Many of these calls were from dissatisfied, unhappy, or vulnerable customers. So approaching all sensitive calls with care and understanding.
- Left due to career change
Customer Service Assistant
One stop
2016.05 - 2020.11
- This role included running the store and overseeing general operations such as stock takes, handling money, guidnig staff and setting tasks.
- Many of the tasks are opening and closing the store, banking the money from sales, conducting reports and investigating into issues, creating new openings to increase sales, dealing with a team of people and making sure everyone is happy and supported.
- Whilst being in this position, I have completed a 9-month long course to become a store manager, learning all the necessary information and gaining experience throughout the time.
- Left due to career change
Retail Assistant
Tesco TFDL
2013.09 - 2016.05
- In this role the responsibilities included greeting and serving customers in a busy restaurant environment in a professional and timely manner.
- I did the weekly ordering for the restaurant in keeping with demand.
- I handled cash and banked takings weekly, and kept accurate stock records and supplier's information.
- I trained new members of staff and handled complaints if they occurred.
- I ensured staff rotas covered opening hours effectively and commercially.
Education
BTEC Business Level 3 - Business & Law
Dudley College of Technology
GCSE -
Pensnett School
Skills
- Account management
- Customer service
- Data entry
- Outbound sales
- KPI achievement
- Product knowledge
- Complaint handling
- Customer care
- Financial Services
- Appointment setting
- Relationship building
- Upselling techniques
- After-sales support
- Email management
- Customer retention
- Database management
- Records management
- Telephone etiquette
- Written correspondence
- Document preparation
- Billing procedures
- Financial data recording
- Attention to Detail
- Data Entry
Affiliations
- Enjoy to spend time with family and friends, exploring different places and taking my dog along with me. Always looking for new experiences and trying to better myself and putting 110% into everything I do.
Timeline
Customer Service Advisor/Sales Agent
Union Insurance
2025.09 - 2026.03
Customer Service/Sales Advisor
Firstsource
2022.05 - 2025.03
Customer Service Advisor
Concentrix
2020.11 - 2022.05
Customer Service Assistant
One stop
2016.05 - 2020.11
Retail Assistant
Tesco TFDL
2013.09 - 2016.05
BTEC Business Level 3 - Business & Law
Dudley College of Technology
GCSE -
Pensnett School