Carol Porter
Bolton,Lancs
Summary
Experienced Lead Client Advisor with excellent communication and problem-solving abilities. Proficient in building strong client relationships and delivering tailored solutions. Committed to enhancing client satisfaction and driving business growth. Experienced in employee coaching contributing to team success and operational efficiency.
Overview
37
37
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Lead Client Advisor
Partners&
Bolton
2021.07 - Current
- Streamlined customer service procedures to enhance efficiency.
- Built strong relationships with clients, leading to increased loyalty.
- Collaborated effectively with colleagues to ensure a seamless client experience.
- Provided personalised advice for improved financial management.
- Coordinated daily tasks, ensuring smooth workflow within the team.
- Prioritised tasks according to urgency and importance, optimising workload allocation among team members.
- Conducted regular performance reviews to identify areas of improvement for each team member.
Commercial Team Manager
Ives & Taylor Insurances Limited
Bolton
1989.06 - 2021.07
- Maintained comprehensive knowledge of products to provide informed suggestions.
- Assisted clients in understanding complex financial processes, boosting their confidence in our services.
- Enhanced customer satisfaction by promptly addressing concerns and providing solutions.
- Delivered exceptional customer service, resulting in repeat business.
Education
GCSEs -
Sharples School
Bolton 1984.09 - 1989.06
Skills
- Client retention focus
- Customer satisfaction drive
- Clear communication
- Renewal management
- Audit procedures
- Insurance product knowledge
- Employee coaching and mentorship
Affiliations
- Walking, Going to the Gym, Listening to Music
Certification
NVQ Level 3
Timeline
Lead Client Advisor
Partners&
2021.07 - Current
Commercial Team Manager
Ives & Taylor Insurances Limited
1989.06 - 2021.07
GCSEs -
Sharples School
1984.09 - 1989.06