Summary
Overview
Work History
Education
Skills
Custom
Interests
Accomplishments
Timeline
Generic

JULIE WARDEN

Ipswich,Suffolk

Summary

Results-driven professional experienced in high-pressure retail and insurance sectors. Enhances customer satisfaction and drives operations through strong organisational skills and compliance. Builds relationships that foster loyalty and consistently delivers exceptional service.

Overview

39
39
years of professional experience

Work History

Account Handler

Alan Boswell Group
Levington, Suffolk
10.2025 - 01.2026
  • Managed full lifecycle of personal lines renewals, sourcing competitive quotes and negotiating terms to enhance client value.
  • Built strong customer relationships, driving retention and satisfaction through proactive communication and support.
  • Maintained accurate records for assigned clients, acting as primary contact for account-related transactions and resolving issues efficiently.
  • Achievement: Consistently met accuracy and turnaround KPIs
  • Ensured full compliance with FCA guidelines.
  • Maintained up-to-date knowledge of market trends, regulatory changes, and technological advancements.

Merchant Haulage Import Co-ordinator

MSC Shipping
Ipswich, Suffolk
09.2021 - 06.2024
  • Verified documentation and authorised container releases, ensuring compliance with port regulations.
  • Supported hauliers, drivers and logistics teams to optimise collection processes.
  • Facilitated inter-departmental communication to streamline workflows and improve collaboration.
  • Managed high-volume inboxes and time-critical requests.
  • Monitored email correspondence, prioritising urgent messages to maintain effective communication channels.
  • Received excellent feedback from customers for service quality.
  • Answered mailed, emailed, telephoned and in-person requests for service and information.
  • Cultivated work environment focused on personal responsibility, continuous improvement and delivering high-quality results.

Sales Advisor

Asset Monitoring Solutions
Ipswich, Suffolk
06.2019 - 04.2021
  • Consistently achieved or surpassed sales targets.
  • Achieved monthly sales targets through effective up-selling and cross-selling strategies.
  • Managed inbound and outbound leads, successfully selling vehicle tracking systems.
  • Identified customer needs through effective questioning and recommended appropriate products.
  • Listened intently to customers to identify upselling opportunities.
  • Built rapport with customers, consistently providing updates and new products to enhance engagement and drive sales.
  • Handled customer queries and complaints professionally, swiftly restoring satisfaction.
  • Built exceptional customer satisfaction by delivering friendly service.
  • Collaborated with team members to share best practices and improve overall sales performance.

Sales Advisor

R3 Financial Services
Ipswich, Suffolk
04.2017 - 06.2019
  • Exceeded monthly sales targets through strategic upselling and cross-selling initiatives.
  • Identified customer needs through effective questioning and recommended appropriate products.
  • Listened intently to customers to identify upselling opportunities.
  • Sold motor, home, commercial vehicle, travel and specialist insurances.
  • Managed MTAs, renewals, cancellations, and new business to ensure seamless customer service.
  • Handled customer queries and complaints professionally, swiftly restoring satisfaction.
  • Provided accurate quotes and price information to inform customer decision-making.
  • Provided exceptional customer follow-up support to strengthen relationships and enhance satisfaction.
  • Supported online sales initiatives by responding to enquiries and processing orders promptly.

Insurance Advisor

Direct Line Motor Group
Ipswich, Suffolk
12.2003 - 04.2017
  • Advised clients on a range of insurance products, tailoring solutions to meet individual needs.
  • Sales Consultant selling motor insurance.
  • Guided clients through motor claims processes and requirements, ensuring understanding and compliance.
  • Evaluated insurance claims to verify validity and ascertain appropriate compensation levels.
  • Explained complex insurance terms and conditions in a clear, understandable manner to potential policyholders.
  • Managed customer inquiries via phone and email, providing detailed information on insurance products and coverage options.
  • Customer Services: Midterm changes, Renewals, Financial Accounts.
  • Assessed clients' existing insurance covers to identify gaps or overlaps, recommending tailored solutions for improved protection.
  • Participated in continuous professional development to enhance expertise in insurance products, market dynamics, and regulatory compliance.
  • Adapted to regulatory changes in the insurance industry, maintaining compliance.
  • Administrative duties ensuring requested documents were correct.
  • Delivered comprehensive information on vehicle specifications, rental terms, and insurance policies.

Check out Supervisor

Sainsburys Ltd
Sunderland, Suffolk
01.2003 - 10.2003
  • Supervised team of cashiers, overseeing daily operations to maintain efficient service and customer satisfaction.
  • Oversaw operations at 23 checkouts, maintaining smooth transaction flow and customer satisfaction.
  • Ensured checkouts were staffed during peak times to avoid wait times.
  • Coached checkout staff through individual sessions to enhance performance and resolve concerns.
  • Assigned tasks to cashiers based on priorities, optimising workflow to reduce customer wait times and lengthy queues.
  • Managed scheduling of breaks for checkout teams based on quieter periods and shift duration.
  • Coordinated scheduling for cashier staff, ensuring optimal coverage during peak hours and special events.
  • Closely monitored cashier operations to tend to colleagues requiring assistance.
  • Oversaw cash drawers and transactions, ensuring accuracy through diligent monitoring and staff coaching.
  • Processed credit card and cash payments with accuracy.
  • Maintained up-to-date knowledge of store promotions, policies, and products to provide informed assistance to both customers and staff.
  • Conducted routine checks of checkout areas each day to identify maintenance needs and improve customer experience.
  • Maintained clean, tidy and organised checkout areas.
  • Managed cash supply at my station, providing change to checkout operators efficiently.
  • Distributed money to cashiers at shift start, collected till contents at end-of-shift and arranged for secure storage of cash to prevent losses.
  • Managed authorisations on POS systems, verifying transactions before authorising actions to protect company interests.
  • Helped checkout staff assess customer IDs, checking for validity for age-restricted purchases.
  • Retrieved items from the shop floor, shelves and displays upon request by checkout teams or customers to replace purchased items.
  • Ensured careful packing of delicate items to prevent breakage during customer transport.
  • Monitored department for signs of theft and implemented corrective actions to prevent recurrence.
  • Monitored the shop floor for suspicious customer behaviour and signs of theft, following company procedures to prevent shoplifting.
  • Helped checkout staff assess customer IDs, checking for validity for age-restricted purchases.
  • Coordinated scheduling for cashier staff, ensuring optimal coverage during peak hours and special events.
  • Monitored the shop floor for suspicious customer behaviour and signs of theft, following company procedures to prevent shoplifting.

Supervisor / Tool Designer

Burostat Ltd
Ipswich, Suffolk
08.1991 - 04.2003
  • Supervised daily production activities, monitored employee performance, and identified inefficiencies to optimise workflow.
  • Supervised stitching and cutting departments, managing workflow and training staff, and creating templates for tool samples to streamline processes.
  • Designed work instructions, ensured production accuracy, and monitored quality control.
  • Achievement: Successfully led team transition during operational site changes.
  • Provided detailed instructions to staff to enhance production efficiency and achieve targeted output.
  • Planned and communicated daily manufacturing tasks and targets.
  • Trained employees on safe equipment operation and monitored the workplace environment to maintain health and safety standards.
  • Coordinated with other departments to facilitate smooth operation, minimising downtime and maximising productivity.
  • Maintained workplace safety by observing occupational and environmental health requirements.
  • Operated machinery including industrial sewing machines, Radyne welders and embroidery equipment.

Sales Assistant

A.J. Franklin and sons
Ipswich, Suffolk
01.1987 - 01.1989
  • Delivered exceptional customer service, resolving issues to ensure customer loyalty and repeat business.
  • Assisted customers in selecting products, offering detailed advice to meet their needs.
  • Assisted customers in locating products and provided detailed information to enhance the shopping experience.
  • Processed sales transactions efficiently, handling cash, credit, and debit payments accurately.
  • Operated register to process payments via cheque, cash and cards.
  • Cultivated excellent customer relationships by providing helpful, friendly and attentive service.
  • Provided helpful, attentive sales support to generate positive customer feedback.
  • Maintained a tidy and safe shopping environment, following health and safety guidelines.
  • Maintained neat, clean, and organised shelves through effective visual merchandising, improving product visibility and customer experience.
  • Replenished shelves with merchandise to enhance customer selection.
  • Managed stock levels on the shop floor, replenishing items to maintain availability.
  • Rotated stock on shelves, reducing stock waste and minimising store losses.
  • Opened new merchandise boxes and stocked sales floor racks and shelves with the latest items.
  • Demonstrated sewing and knitting machines to customers, enhancing their understanding and encouraging informed purchases.
  • Opening and closing the store in the manager's absence.
  • Running the store in the manager's absence.
  • Explained product benefits and value, engaging customers with new stock to encourage purchases and enhance sales.

Education

ENVQ Level 2 - Business & Administration

EVNQ
Ipswich, SFK
01-2009

ENVQ Level 2 - Adult Literacy

ENVQ
Ipswich, SFK
01-2009

ENVQ Level 2 - Adult Numeracy

ENVQ
Ipswich, SFK
01-2009

ENVQ Level 2 - Customer Service

ENVQ
Ipswich, SFK
01-2006

Skills

  • Insurance systems
  • Policy management software
  • Claims support
  • Insurance sales
  • Upselling
  • Renewals
  • MTAs
  • Document checks
  • Compliance
  • Client management
  • Account management
  • Account supervision
  • Sales KPI management
  • Effective communication
  • Customer interaction
  • Written communication
  • Customer Service
  • Team supervision
  • Coaching skills
  • Conflict resolution
  • Problem solving
  • Time management
  • Organisation
  • Time efficiency
  • Building relationships
  • Customer rapport
  • Empathy
  • Computer literacy
  • Document verification
  • Communication
  • Active listening
  • Empathy
  • Interpersonal skills
  • Resilience
  • Order processing
  • Sales KPI management
  • Coaching skills
  • Interpersonal skills
  • Account management
  • Order processing

Custom

  • Travelling the world
  • Movies and Series TV
  • Socialising

Interests

  • I love international travel when I take my vacations I like to learn about the country and its culture before visiting
  • I enjoy a good suspense novel, film or TV series
  • I like to tend to my garden and plant pots up for a good display

Accomplishments

  • Recognised by Management in 2008 for Customer interaction regarding customer complaints, delivering outstanding customer satisfaction. I was awarded a director's award whilst working at Direct Lines Claims.
  • Recognised by Management in 2005 for Customer interaction regarding customer care, delivering outstanding customer satisfaction. I was awarded a director's award for Customer Service Consultant of the year whilst working at Direct Lines Claims.

Timeline

Account Handler

Alan Boswell Group
10.2025 - 01.2026

Merchant Haulage Import Co-ordinator

MSC Shipping
09.2021 - 06.2024

Sales Advisor

Asset Monitoring Solutions
06.2019 - 04.2021

Sales Advisor

R3 Financial Services
04.2017 - 06.2019

Insurance Advisor

Direct Line Motor Group
12.2003 - 04.2017

Check out Supervisor

Sainsburys Ltd
01.2003 - 10.2003

Supervisor / Tool Designer

Burostat Ltd
08.1991 - 04.2003

Sales Assistant

A.J. Franklin and sons
01.1987 - 01.1989

ENVQ Level 2 - Business & Administration

EVNQ

ENVQ Level 2 - Adult Literacy

ENVQ

ENVQ Level 2 - Adult Numeracy

ENVQ

ENVQ Level 2 - Customer Service

ENVQ
JULIE WARDEN