Callum Jones
Rugby,Warwickshire
Summary
Experienced insurance professional with expertise in product knowledge and regulatory compliance. Skilled in CRM systems, insurance software, and Microsoft Office, alongside proficiency in Google Workspace and cloud tools. Strong understanding of cybersecurity best practices and data protection regulations supports secure digital record-keeping. Focused on leveraging technical skills to enhance operational efficiency within the insurance sector.
Overview
7
7
years of professional experience
Work history
Insurance Agent
Cia Insurance
Rugby
2023.04 - 2026.08
- Provide tailored insurance advice and quotes to landlords for rentals.
- Assess client needs and recommend suitable policies for property protection.
- Explain policy features, exclusions, and premiums clearly and accurately to clients.
- Process new applications, renewals, and amendments for insurance policies.
- Maintain current knowledge of insurance regulations and property legislation.
- Liaise with underwriters to negotiate terms and maintain competitive offerings.
- Handle customer queries, complaints, and claims support efficiently and professionally.
- Maintain accurate client records using CRM systems and follow data protection compliance.
- Work with team members to support company growth initiatives.
Online Customer Service Administrator
Serco
Lincoln
2021.01 - 2022.02
- Answered inbound calls for Lincolnshire Council services daily during COVID periods.
- Handled highway assistance, library bookings, and account management requests efficiently.
- Reported road accidents or damage and resolved calls with clear steps.
- Resolved minor technical issues swiftly avoiding unnecessary delays in workflow.
- Prepared detailed reports for streamlined decision-making processes using various software applications proficiently.
- Sorted incoming mail promptly, reducing clutter and improving organisation in the workplace.
Customer Assistant
Tesco
Rugby
2019.10 - 2020.08
- Deliver friendly greetings and helpful product advice to customers each day.
- Communicated clearly with customers about orders to manage expectations and improve satisfaction.
- Investigated and resolved customer complaints swiftly, ensuring patient and calm communication to foster trust.
- Maintained clean and tidy shop floor through rigorous daily mopping and touch-point cleaning to enhance customer experience.
- Ensured quality and safety by regularly checking and rotating fresh produce stock.
Education
GCSE's - Maths, English Language, English Literature, Combined Science, Geography
Avon Valley School
RugbyLevel 3 Engineering - Engineering
Rugby College
RugbySkills
- Insurance product knowledge
- Experience with CRM systems and insurance software platforms
- Knowledge of cybersecurity best practices and data protection regulations
- Regulatory compliance
- Strong understanding of data entry and digital record-keeping
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Skilled in Google Workspace (Docs, Sheets, Gmail, Calendar)
- Cloud collaboration tools
- Basic troubleshooting of hardware and software issues
- Planning and organisation
- Effective communication
- Independent problem solving
- Creative problem solving
- Knowledge sharing
- Comfortable with remote working tools (Zoom, Teams, Slack)
- Mobile device support
- Cloud computing knowledge
- Remote desktop support capability
- Adaptable to technology changes
- Working with vpns
Affiliations
- Active person with interest in sports and socialising
- IT and computers, with experience building computers and managing pc hardware
- Online and virtual gaming
Timeline
Insurance Agent
Cia Insurance
2023.04 - 2026.08
Online Customer Service Administrator
Serco
2021.01 - 2022.02
Customer Assistant
Tesco
2019.10 - 2020.08
GCSE's - Maths, English Language, English Literature, Combined Science, Geography
Avon Valley School
Level 3 Engineering - Engineering
Rugby College