Summary
Overview
Work history
Education
Skills
Languages
Timeline
Generic

Charlotte Goodyear

Chelmsford,Essex

Summary

I have worked in an office environment for over 20 years, using numerous different types of computer software/programmes.

Before having my son in 2010 I was an Equine Insurance Underwriter within a specialised area, where I needed exceptional customer service skills, being a good team player as well as analysing data on a daily basis.

During my 8 years there I progressed my way through the company, where some of my roles included data entry, underwriting new and renewal policies, analysing and processing claims, negotiating new policies/terms with brokers, training and supervising of employees.

I then became a full time mother and returned to work in 2019 as the office manager for my husband's gas and heating company where I implemented organisational procedures to provide structure and a smooth running of the company.

My son is now at senior school so I am looking for a new challenge and further financial opportunities.

I am motivated, with strong mathematical and analytical thinking skills with a good eye for attention to detail.

I am a fast learner and committed to continuous, self-directed learning.

Overview

21
21
years of professional experience
9
9
years of post-secondary education

Work history

Office Manager

Darren Goodyear Gas & Heating Services
Chelmsford, Essex
11.2019 - Current
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
  • Oversaw office budget to responsibly allocate equipment and resources.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Managed costs and billing, resolving financial discrepancies effectively through organisational management of account information.
  • Improved overall office efficiency by establishing smooth workflow processes, monitoring daily productivity and implementing modifications to eliminate operational bottlenecks.

Equine Insurance Underwriter

South Essex Insurance Brokers
South Ockendon, Thurrock
06.2002 - 09.2010
  • Created statistical requirements and insightful reports for future underwriting functions.
  • Communicated risk parameters and value proposition to brokers and clients.
  • Verified claims via phone, liaising with veterinary surgeons, brokers and other third parties where necessary.
  • Liaised with credit control monthly and investigated premium discrepancies.
  • Encouraged client success by defining, designing and delivering innovative underwriting solutions.
  • Tracked upcoming and renewals and new account information to keep accounts accurate.
  • Reviewed wording and compliance of insurance contracts with clients to avoid customer confusion.
  • Experienced yearly underwriter training to develop strong understanding of all insurance classes.
  • Shaped and developed underwriting policies, practices and procedures to improve company standards.
  • Resolved technical problems by referring to company policies, procedures and technical handbooks.
  • Built strong relationships with brokers by listening and understanding insurance needs.
  • Assessed customer data to make informed decisions on credit-worthiness and risk levels.
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.

Education

Cert CII (Certificate of Insurance) - Insurance Industry

Chartered Insurance Institute
London
01.2008 - 03.2010

Bachelor of Science - Equine Science

Writtle College
Chelmsford
09.2004 - 07.2009

NVQ Level 3 - Animal Care & Science

Eastminster School of Riding
Essex
09.2000 - 07.2002

Skills

  • Data entry
  • Database organisation
  • Account balancing reconciliation
  • Dedicated team player
  • Report writing
  • Proofreading
  • Record-keeping and bookkeeping
  • Self-directed
  • Insurance processing
  • Procedure improvement
  • Schedule management
  • Microsoft Office
  • Report analysis
  • Supervising clerical personnel
  • Professional and mature

Languages

English
Native

Timeline

Office Manager

Darren Goodyear Gas & Heating Services
11.2019 - Current

Cert CII (Certificate of Insurance) - Insurance Industry

Chartered Insurance Institute
01.2008 - 03.2010

Bachelor of Science - Equine Science

Writtle College
09.2004 - 07.2009

Equine Insurance Underwriter

South Essex Insurance Brokers
06.2002 - 09.2010

NVQ Level 3 - Animal Care & Science

Eastminster School of Riding
09.2000 - 07.2002
Charlotte Goodyear