Detailed orientated individual experienced in administrative procedures. Oversees day-to-day duties with strong planning and organisation skills to delivers projects in timely manner.
Overview
35
35
years of professional experience
8
8
years of post-secondary education
Work History
Health Records Administrator/Receptionist
NHS
Tetbury, Gloucestershire
04.2024 - Current
Evaluated medical records to assess completeness, accuracy and data integrity.
Prepared and delivered case notes for different individual or team needs.
Followed required policies and protocols regarding medical releases to authorised persons.
Demonstrated respect, friendliness and willingness to help wherever needed.
Customer Service Assistant - Part time
UBC Ltd
Cirencester , Gloucestershire
06.2024 - 12.2024
Provided professional reception, telephone answering service and mailroom services for UBC and all their clients.
Assisted with debt recovery of all outstanding monies from clients in timely manner.
Ensured centre complies with with all aspects of current Health, Safety and Security regulations.
Managed Services Coordinator
BENEVITY
Cirencester, Gloucestershire
01.2018 - 05.2023
Developed and delivered matched giving and volunteering programmes, along with disbursement of grants to UK Corporate Clients
Managed all helplines used and all subsequent email communication both internally and externally
Produced extensive reports for each client, showing impact programmes have on not-for-profit sector, provided payment reports to various banking partners.
Converted applications and compiled reports on Salesforce platform, set up and updated various databases, produced monthly disbursement reports for UKOGF and disbursement of funds via Benevity Platform.
Achieved highly successful grant making programme for corporate client resulting in £500k paid to Schools for STEM activities.
Quality assured work of other members in team, Assisted and trained new colleagues on client programmes.
Managed Services Coordinator
TRUST CSR LTD
Tetbury, Gloucestershire
05.2017 - 01.2018
Responsible for developing, delivering matched funding, grant making and volunteering programmes for UK Corporate Clients.
Managed all helplines and internal/ external communication.
Converting applications, uploading data to Salesforce platform, Updated various databases.
Providing payment reports to banking partners.
TrustCSR acquired by Benevity in January 2018.
Insurance Underwriter
ECCLESIASTICAL INSURANCE
Gloucester, Gloucestershire
08.1993 - 09.2010
Provided full Underwriting function to branch network dealing with new, existing and renewal of Motor business. Calculated terms and conditions together with claims analysis on variety of fleet risks.
Dealt with various bespoke motor schemes, such as classic car and agricultural schemes.
Conducted outbound calls to brokers to demonstrate desire to win business.
Liaised with credit control monthly and investigated premium discrepancies.
Tracked upcoming and renewals and new account information to keep accounts accurate. Controlled administration fulfilment and assisted with chasing where appropriate.
Insurance Sales Consultant
RAC INSURANCE SERVICES
Gloucester / Bristol , Gloucestershire
08.1990 - 04.1993
This role involved dealing with customers and public on telesales basis for Motor and Household new business. Personal and branch targets consistently met.
Dealt with RAC membership enrolments, and all other RAC products and Services. Extremely knowledgeable in regards to company's products and services to advise customers on choices for their needs.
Capitalised on upsell opportunities with offers of RAC products and services and additional insurance policy options.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Education
RSA Computer Literacy & IT - Passed
Gloucester College
Gloucester
09.2000 - 07.2001
RSA Typing Level 1, 2 & 3
Stroud College
Stroud, Gloucestershire
09.1988 - 07.1991
GCSEs - 10 Passes
Highwood Secondary School
Nailsworth, Gloucestershire
09.1983 - 07.1988
Skills
Proficiency in Office programs
Excellent communication and Administration skills
Reliable and Approachable
Excellent at Prioritising Workflow
Good Team player but when required able to work Independently
Timeline
Customer Service Assistant - Part time
UBC Ltd
06.2024 - 12.2024
Health Records Administrator/Receptionist
NHS
04.2024 - Current
Managed Services Coordinator
BENEVITY
01.2018 - 05.2023
Managed Services Coordinator
TRUST CSR LTD
05.2017 - 01.2018
RSA Computer Literacy & IT - Passed
Gloucester College
09.2000 - 07.2001
Insurance Underwriter
ECCLESIASTICAL INSURANCE
08.1993 - 09.2010
Insurance Sales Consultant
RAC INSURANCE SERVICES
08.1990 - 04.1993
RSA Typing Level 1, 2 & 3
Stroud College
09.1988 - 07.1991
GCSEs - 10 Passes
Highwood Secondary School
09.1983 - 07.1988
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