Emilio Maximillian Ray

Liaising with Insurance providers on a daily basis to request policy information, cancel policies, update policies and client information.

Creating and distributing high quality insurance client packs which the client will receive alongside all of their insurance documents.

Ensuring that current campaigns are up-to-date and deadlines are met without any delays.

Providing exceptional customer service

Maintaining and updating client information and records, ensuring that information is accurate and up-to-date.

Managed multiple projects simultaneously while prioritising tasks effectively.

Ensured accurate record-keeping with diligent data entry.

Built strong working relationships with various departments, clients and providers.

Coordinated office supply inventory management.

Improved document processing speed by introducing automated templates for routine correspondence.

Facilitated cross-departmental communication, organising meetings to discuss project progress and align objectives.

Creating and distributing insurance documents for Business Protection clients, in a timely and professional manner.

Rekeying policies with providers if and when needed.

Assisted coworkers and staff members with special tasks on daily basis.

High attention to detail, cross-checking various documents to ensure policy information is wholly accurate.

Liaising with the Sales Advisors on a daily basis and completing any ad hoc tasks that are required.

Ensuring that Business Protection Trust forms are sent to clients pre-filled and returned and then liaising with various providers to ensure that the policies are then entered into a trust.

Scanned and organised post to the relevant departments.

Communicating with the Finance Department from occasionally to find company invoices.

Using systems to process and store confidential client information regarding health screenings that providers may require.

Met department training requirements to constantly improve my standard of work.

Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.

Liaised with insurance providers to resolve billing errors and discrepancies.

Liaising with provider underwriters for updates regarding client policies.

Working with the Compliance Department to upload client application details, and if missing, requesting the application from the provider.

Working with the Marketing Department to ensure that eligible clients receive vouchers as part of the current marketing campaign.

Using various provider portals on a daily basis to access key policy information and cross-check the details with our system.

Balanced multiple tasks and deadlines while maintaining a strong focus on client satisfaction, demonstrating excellent time management skills.

Provided administrative support to senior staff members as needed.

Collaborated effectively with team members to meet and exceed departmental goals, fostering a positive work environment.

Made contact with insurance providers to discuss policies and individual client benefits.

Managing 2 blocks of flats, ensuring that leaseholders were informed of any works being carried out and dealing with various emails and phone calls regarding the property.

Oversaw personal and professional calendars and coordinated appointments for future events.

Maintained appropriate filing of personal and professional documentation.

Organised and hosted the AGM meetings and minute taking.

Ordered office stationary and supplies.

Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.

Managed travel arrangements including flights, accommodations, and itineraries for smooth business trips.

Processed various invoices via Quickbooks software.

Drafted and created various letters and emails on behalf of the Director.

Answering any email or phone queries in a prompt and professional manner.

Managed and maintained the calender for the Director.

Organised the Printing contract renewal, ensuring that the best deal was obtained while increasing quality and service.

Entrusted to handle confidential and sensitive situations in professional matter.