Georgia Lloyd
Wrexham
Summary
Hardworking and dependable candidate, successful at managing multiple priorities with a positive attitude. I strive to achieve the best in all areas and always eager to learn new skills and undertake new challenges. Results-orientated and high-energy project manager with a talent for leading by example and inspiring peak performance. Recognised for assessing operational needs and developing solutions to save costs, improve revenues and drive customer satisfaction.
Overview
9
9
years of professional experience
Work History
Special Projects Manager
CP Financial
01.2024 - Current
- Organize, lead, and help execute company projects that fall outside the scope of regular duties and require specialised skills & resources.
- Work closely with the New Business Development Team to ensure we appropriately and accurately generate new lead opportunities.
- Analyse complex information and determine appropriate actions for the resolution of the case.
- Preparation of detailed reports using SalesForce and Excel, where required, providing advice on legal liability, quantum, and tactics.
- Negotiating settlement where appropriate, within agreed authority limits.
- Corresponding with all parties professionally to proactively progress the case to conclusion.
- Trained and mentored team members, leveraging previous experiences in boosting project progress.
- Reviewed existing training documentation to identify inefficiencies and built new reports standardizing the employee review process.
- Deliver all departmental KPI's, achieving set targets and objectives within the inbound, outsource and overflow services.
- Challenge processes and procedures, identify and implement improvements to enhance the customer experience or improve operational efficiency.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
- Built relationships with stakeholders and clients through outstanding client management skills.
Case Investigator / Claim Administrator
CP Financial
02.2023 - 01.2024
- Investigated validity of Pension and Investment claims and established liability by reviewing DSAR files and conducting claims team administration for accurate data gathering and analysis
- Upheld compliance to FCA quality standards and turnaround times by embodying best practice principles
- Kept detailed cash-flow reports to monitor and maintain business performance
- Built positive customer relationships for optimised branch loyalty
- Used SalesForce to manage customer data and enhance my understanding of GDPR regulations
- I ensured smooth operations in banking and invoicing by utilizing our CASS permissions effectively when a member of the Finance department was on annual leave.
- Maintained records for large number of investigations in line with reporting practices.
Personal Assistant
Moneypenny
04.2021 - 11.2022
- Used Customer Relationship Management software (CRM) to document customer interactions.
- Receiving a vast amount of calls for Hospitals, Doctor Surgeries, Vets, High End Beauty Venders and Property Agent Companies etc.
- Supported and advised distressed emergency callers to facilitate safe decision-making.
- Building lasting relationships with clients, customers and other team members based on trust and reliability.
- Maintained good customer relationships by quickly resolving issues or complaints in a timely and professional manner.
- Updated and maintained daily call logs using proprietary software.
- Resolved customer complaints with emotionally intelligent conflict resolution, defusing stress and restoring satisfaction before disconnecting.
Beauty and Spa Therapist
Self Employed
09.2019 - 04.2021
- Received 5* reviews on my social media platforms and developed a loyal client base due to my professional and friendly service and making sure each treatment given was my best effort.
- Built and nurtured loyal customer relationships, promoting referrals to increase salon customer bases.
- Maintained knowledge of current treatment procedures and products, providing customers with expert advice.
- Advised customers on optimal products and services to support long-term beauty goals.
- Drove high-margin treatments through research, which greatly increased bookings
- Produced content for my website and social media channels to enhance brand visibility
- Applied critical thinking to analyse problems, evaluate solutions and select best decisions.
Beauty and Spa Therapist
Carden Park Hotel & Spa
09.2016 - 09.2019
- Maintained exceptional client care standards through considerate communication and attention to detail throughout treatments.
- Created safe, clean environment by sanitising work areas, changing treatment room sheets and sterilising instruments before each use.
- Upsold aftercare products to improve salon profits.
- Developed an extensive and loyal client base, creating memorable client experiences by delivering a warm welcome, exceptional treatment process and outstanding post-treatment care.
- Trained junior team members in beauty principles and specific techniques to maximise team performance.
- Provided a vast range of Spa and Beauty treatments including skin analysis, skin treatments, body exfoliation, body wraps and a variety of different massages depending on clients needs and/wants.
Receptionist & Bar Waitress
The Royal Hotel
01.2015 - 07.2016
- Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
- Answered and helped resolve enquiries from clients, vendors and general public.
- Kept reception area clean and neat to give visitors positive impression of the company.
- Solved administrative and customer service issues with knowledgeable assistance and friendly support.
Education
BA Criminology - BA Criminology
WREXHAM GLYNDWR UNIVERSITY
01.2022
Level 4 Psychology -
WREXHAM GLYNDWR UNIVERSITY
01.2020
NVQ Level 3 Beauty, Spa And Complementary Therapy
Coleg Cambria
Wrexham2017
NVQ Level 3 ESW Digital Literacy
Coleg Cambria
Wrexham2017
NVQ Level 2 Beauty Therapy
Coleg Cambria
Wrexham2016
Skills
- Project Management
- Public Relations
- Teamwork
- Time Management
- Problem-Solving
- Effective Communication
- Critical Thinking
- Upselling
- Financial Administration
- QuickBooks
- Conflict Resolution
- Employee training and development
- Strategic decision-making
- CRM (SalesForce)
- Social Media Marketing
- SAGE Accounts
References
Available upon request
Timeline
Special Projects Manager
CP Financial
01.2024 - Current
Case Investigator / Claim Administrator
CP Financial
02.2023 - 01.2024
Personal Assistant
Moneypenny
04.2021 - 11.2022
Beauty and Spa Therapist
Self Employed
09.2019 - 04.2021
Beauty and Spa Therapist
Carden Park Hotel & Spa
09.2016 - 09.2019
Receptionist & Bar Waitress
The Royal Hotel
01.2015 - 07.2016
BA Criminology - BA Criminology
WREXHAM GLYNDWR UNIVERSITY
Level 4 Psychology -
WREXHAM GLYNDWR UNIVERSITY
NVQ Level 3 Beauty, Spa And Complementary Therapy
Coleg Cambria
NVQ Level 3 ESW Digital Literacy
Coleg Cambria
NVQ Level 2 Beauty Therapy
Coleg Cambria
Similar Profiles
Muthu KumarMuthu Kumar
Engineer at CAP-CPEngineer at CAP-CP
Plum WagstaffPlum Wagstaff
Company Director at CP Workwear LTDCompany Director at CP Workwear LTD
Sasha St LeonSasha St Leon
Leasing Constultant at CP ManagementLeasing Constultant at CP Management
Sai Shiva VangalaSai Shiva Vangala
HCA at SAANNIE MEDICAL SERVICES LTDHCA at SAANNIE MEDICAL SERVICES LTD
Max PritchardMax Pritchard
Store assistant at Co-op FoodStore assistant at Co-op Food