Declan Nash

Part of customer facing team engaging with our Pension policy holders , Financial Advisors and Policy Tracing.

Proactively interact with customers to recommend Financial Advice that best reflects their present and future needs. Able to establish warm and friendly rapport whilst interacting courteously and professionally with customers. I employ active listening and product expertise to successfully resolve inbound queries regarding their pensions, together with helping customers find lost/missing policies on the Policy Tracing Line also.

• Handled all claims and communications within established service level agreements.
• Determined insurance cover level and relevance for accurate claim assessments.
• Escalated critical claims or complex situations to supervisor for review.
• Processed inbound customer calls promptly to meet call-handling timeframe targets.

• Delivered excellent service and support to brokers using consistent, timely, and proactive approach to underwriting.
• Made quick, sound decisions within underwriting authority and based on appropriate data.
• Drafted quotes detailing policy premiums, coverages and payment structures.
• Explained risk coverage premiums and benefits to customers to foster informed decision-making.
• Reviewed Insurance applications and processed approvals or denials.
• Built and nurtured strong, professional relationships with members and brokers for portfolio retention and growth.

• GI Broker liaison with emphasis on Motor /Home existing business

• Provided leadership and direction for employees, supervising activities to drive productivity and efficiency.
• Coached team members through new or difficult workflows.
• Delegated tasks to make best use of individuals' skills.