Jo Smith
Bristol
Summary
A reliable, experienced administrator, motivated, detail-orientated and methodical with a problem-solving approach to any task. Highly effective at motivating teams and a proactive and resourceful team player with a proven strong administrative background. Experienced in training and mentoring administrative staff in a variety of roles.
Overview
39
39
years of professional experience
Work history
Administrator
Whistlers / Whistler Property Developments
Bristol
2024.11 - Current
- Maintain high levels of data accuracy for smooth business operations.
- Provide comprehensive secretarial support to the owner/managing director, ensuring smooth daily operations.
- Streamlined office by implementing efficient administrative procedures.
- Increased efficiency of document retrieval with a well-organised filing system.
- Contributed towards positive work environment by maintaining cleanliness and orderliness in shared spaces.
- Compiled data into useful spreadsheets, for HMRC purposes.
- Interacted with customers professionally by phone, email and in-person.
- Obtaining best prices for hire of equipment and materials
- Organising materials equipment to be on-site in a timely manner.
Sales Administrator
Connells
Bristol
2010.08 - 2024.11
- Facilitated smooth running of sales department by tackling administrative tasks promptly.
- Managed client database to ensure accurate record-keeping.
- Fountain of knowledge for branch staff, due to length of service.
- Responsible for Compliance when setting up new properties to market, ensuring all documents are obtained by communicating with the sales team, scanning and uploading and referral to HO compliance team as and when required for unusual situations.
- Answering calls, ordering stationery/kitchen cleaning items.
- Organising new and amending adverts on appropriate websites, Rightmove/Zoopla etc
- Organise and liaise with contractors for any issues within branch.
- Training new administrators within branches.
- Excellent timekeeping.
- Sending offer letters, memorandum of sales to buyers/sellers and solicitors.
- Organising mailouts as and when required.
- Keeping track and booking occupancy of the conference room facility and ordering food/drink to be delivered to branch.
- Sit in meetings to take minutes for disiplinaries and produce report.
Administration Assistant
Panoramic Windows
Bristol
2009.06 - 2010.06
- Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
- Compiled and updated records for easy access and retrieval.
- Supported other administrative staff with clerical tasks when needed.
- Answered and helped resolve enquiries from clients, vendors and general public.
- Organised mail and advertising mailouts.
Senior Commercial Insurance Underwriter
RSA
Bristol
1999.06 - 2009.02
- Managed complex accounts through careful evaluation of potential risks and rewards.
- Worked closely with brokers to increase product understanding and sales.
- Modified existing policies by analysing changes in risk exposure.
- Strengthened client relations with proactive follow-up communications and meetings.
- 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.
- Built and nurtured strong, professional relationships with members and brokers for portfolio retention and growth.
HR Secretary / Services Administrator
John Lewis Partnership
Bristol
1995.05 - 1999.06
- Assisted in HR duties, resulting in streamlined hiring processes.
- Maintained confidential records, safeguarding sensitive corporate information.
- Prioritised workload to meet tight deadlines.
- Liaised with other departments to ensure smooth inter-departmental communications.
- Organising the right people to be in the right place, ie first aiders to attend within store, plumbers/carpenters to help where required.
Insurance underwriter
AGF Insurance
Bristol
1992.04 - 1995.05
- Collaborated with brokers and agents to establish competitive premium rates.
- Provided expert advice on policy modifications to protect client interests.
- Ensured compliance with company policies during the underwriting process.
- Tracked upcoming and renewals and new account information to keep accounts accurate.
Administrative Assistant
Spencers Insurance Services
Llandogo, Monmouthshire
1991.03 - 1992.04
- Answered incoming calls and dealt with post.
- Co-ordinating with Insurance Companies to find best policies for clients.
- Filing / Stationery.
Administrator
WPA (Western Provident Association)
Bristol
1989.08 - 1991.06
- Identified suitable health insurance plans based on individual medical history and financial capabilities.
- Guided clients through complex application process ensuring paperwork was completed accurately.
- Checked claim eligibility according to individual customer cover requirements.
- Inputted data accurately and methodically to uphold accurate, accountable records.
Receptionist
Thomas Howell Loss Adjusters
Bristol
1987.07 - 1989.08
- Served as the initial point of contact for guests; providing a warm welcome upon arrival.
- Maintained accurate logs of visitor entries for security purposes.
- Administered incoming/outgoing mail.
- Typing loss adjusters reports in readiness for insurance companies.
- Answering telephone and directing to correct people.
Education
NVQ Level 1 - Business Studies
Hartcliffe School
BristolO level - English Lit & Lang - Secondary School
Hartcliffe Secondary School
BristolCSE - Maths / Art / French / Science
Hartcliffe School
BristolSkills
- Office equipment operation
- Microsoft office suite proficiency
- Discretion and confidentiality
- Attention to Detail
- Order processing
- Database management
- Organisation and prioritisation
- Written and verbal communication
- Highly organised
- Telephone etiquette
- Resilience under pressure
- Time efficiency
Timeline
Administrator
Whistlers / Whistler Property Developments
2024.11 - Current
Sales Administrator
Connells
2010.08 - 2024.11
Administration Assistant
Panoramic Windows
2009.06 - 2010.06
Senior Commercial Insurance Underwriter
RSA
1999.06 - 2009.02
HR Secretary / Services Administrator
John Lewis Partnership
1995.05 - 1999.06
Insurance underwriter
AGF Insurance
1992.04 - 1995.05
Administrative Assistant
Spencers Insurance Services
1991.03 - 1992.04
Administrator
WPA (Western Provident Association)
1989.08 - 1991.06
Receptionist
Thomas Howell Loss Adjusters
1987.07 - 1989.08
NVQ Level 1 - Business Studies
Hartcliffe School
O level - English Lit & Lang - Secondary School
Hartcliffe Secondary School
CSE - Maths / Art / French / Science
Hartcliffe School