Summary
Overview
Work history
Education
Skills
Timeline
Generic

EMMA HAMBLING

Cheltenham,Gloucestershire

Summary

Dedicated individual with 30 years of diverse experience in the financial services sector, excelling in administrative and supervisory capacities. Expertise in cultivating customer relationships and delivering high-quality service. Results-oriented mindset focused on proactive solutions and continuous improvement.

Overview

32
32
years of professional experience

Work history

Customer Services Team Leader

Capita/Zurich Financial Services
Cheltenham, Gloucestershire
2022.07 - Current
  • Supports team performance to meet SLA and quality standards.
  • Monitors staff work queues to prioritise urgent tasks.
  • Ensures team compliance by coordinating completion of mandatory regulatory tests before deadlines.
  • Assists in enhancing customer service quality through targeted training initiatives.
  • Completes documentation and logs while generating detailed weekly reports.
  • Facilitate one-to-one meetings and annual performance reviews.
  • Maintains adherence to policies and procedures for compliance purposes.
  • Participated in audits and conducted root cause analyses while executing audit actions promptly.

Technical Advisor

Capita
Cheltenham, Gloucestershire
2020.01 - 2022.07
  • Facilitated training plans to help individuals achieve necessary competency through focused upskilling.
  • Assisted in monitoring team productivity to ensure compliance with service level agreements (SLAs).
  • Compiled monthly reports with summaries on quality outcomes.
  • Reviewed quality sampling results to identify trends and adjusted volumes for bi-annual reporting..
  • Contributed to writing procedures and participated in audits.

Senior Pension Administrator - LFS Team

Capita Multi Client
Cheltenham, Gloucestershire
2018.09 - 2020.01
  • Served as SME for LFS Pension Account, overseeing full administration of personal pensions and drawdowns.
  • Provided support to team, ensuring adherence to service level agreements.
  • Measured daily team productivity and presented results at daily buzz meetings.
  • Developed training plans for new starters to enhance task competency and telephone skills.
  • Adapted work schedule to accommodate overtime, maintaining quality customer experience.

Complaint Triage Administrator

Capita
Cheltenham, Gloucestershire
2016.05 - 2018.09
  • Identified and logged Contact Centre complaints in compliance with FCA regulations.
  • Resolved complaints within three days by investigating and negotiating with back office teams.
  • Provided feedback and coaching to contact centre staff to enhance performance.
  • Successfully participated in Accelerate into Management Programme, gaining exposure to various management training courses.
  • Contributed to recruitment efforts by assisting with interviews and providing candidate overviews.

Senior Retirement Specialist

Jessop Fund Managers/Vertex
Cheltenham, Gloucestershire
2015.07 - 2016.05
  • Established and nurtured relationships with key stakeholders to secure new business opportunities.
  • Demonstrated extensive knowledge of JFM Personal Pension, Flexi-Access Income, and Cash Fund Drawdown products.
  • Processed diverse administration tasks to ensure compliance with service level agreements.
  • Developed key relationships with advisors when negotiating on the drawdown products

Senior Pensions Administrator

Zurich Corporate Savings
Cheltenham, Gloucestershire
2008.11 - 2015.07
  • Executed monthly call monitoring and coaching sessions to enhance team performance.
  • Delivered training on telephony and various tasks to new and existing team members.
  • Conducted procedure reviews aligned with framework guidelines.
  • Spearheaded implementation of telephony infrastructure for Corporate Wrap Product.
  • Fulfilled one-year Team Leader role in telephony team, overseeing support and management.

Lifestyle Consultant

Stroud and Swindon Building Society
Stroud/Gloucester, Gloucestershire
2007.10 - 2008.11
  • Assisted customers in understanding home and life insurance products.
  • Generated new business sales through life insurance sales from mortgage leads in a call centre.
  • Facilitated negotiations to close sales of insurance products.

Small Business Underwriter

Zurich
Cheltenham, Gloucestershire
1999.04 - 2007.10
  • Cross-skilled underwriter across motor, fleet, and property products in commercial broker market.
  • Delivered telephone training to new team of 12 in India for two months.
  • Supported colleagues on-site to enhance skills and knowledge.

Call Centre Operative

Eagle Star Direct
Cheltenham, Gloucestershire
1997.06 - 1999.04
  • Consistently achieved targets through accuracy and efficiency in high call volume environment.
  • Managed customer enquiries, prioritising service excellence in personal insurance sales and claims role.
  • Streamlined processes to enhance response times and customer satisfaction.

Sales Assistant

Pronuptia & Young's Formal Wear
Cheltenham, Gloucestershire
1994.05 - 1997.06
  • Monitored consumer behaviour trends to assist decision-making processes.
  • Supported stock and product knowledge maintenance to facilitate upselling opportunities.
  • Managed stock ordering procedures.

Education

Chartered Institute of Insurance

ABC Cake Decoration - Levels 1, 2 and 3 – Distinction obtained

GLOSCAT
Cheltenham
2005

BTEC National Diploma - Travel & Tourism

GLOSCAT
Cheltenham
1993

GCSE - 9 GCSE's - at grade C and above in English, Maths, French & Home Economics

Pittville School
Cheltenham
1991

Hobbies

Skills

  • Organisational skills and motivation
  • Proficiency in Microsoft Office 365 Applications
  • Leadership abilities
  • Verbal and written communication
  • Adaptability to fast-paced environments
  • Coaching and interpersonal skills
  • Enthusiasm for challenges
  • Continuous learning mindset

Timeline

Customer Services Team Leader

Capita/Zurich Financial Services
2022.07 - Current

Technical Advisor

Capita
2020.01 - 2022.07

Senior Pension Administrator - LFS Team

Capita Multi Client
2018.09 - 2020.01

Complaint Triage Administrator

Capita
2016.05 - 2018.09

Senior Retirement Specialist

Jessop Fund Managers/Vertex
2015.07 - 2016.05

Senior Pensions Administrator

Zurich Corporate Savings
2008.11 - 2015.07

Lifestyle Consultant

Stroud and Swindon Building Society
2007.10 - 2008.11

Small Business Underwriter

Zurich
1999.04 - 2007.10

Call Centre Operative

Eagle Star Direct
1997.06 - 1999.04

Sales Assistant

Pronuptia & Young's Formal Wear
1994.05 - 1997.06

Chartered Institute of Insurance

ABC Cake Decoration - Levels 1, 2 and 3 – Distinction obtained

GLOSCAT

BTEC National Diploma - Travel & Tourism

GLOSCAT

GCSE - 9 GCSE's - at grade C and above in English, Maths, French & Home Economics

Pittville School

Hobbies
EMMA HAMBLING