Katie Louise James
Bristol
Summary
Ambitious professional with keen ability to inspire teams and drive sales growth. Possesses strong leadership and communication skills, along with deep understanding of customer needs. Committed to delivering significant revenue increases and fostering long-lasting client relationships.
Offering strong interpersonal and communication skills, with knack for building and nurturing client relationships. Knowledgeable about market trends and skilled in identifying customer needs to drive sales growth.
Overview
8
8
years of professional experience
1
1
Certification
Work history
Protection Adviser
CertPro
London, United Kingdom
10.2022 - 02.2025
- Company Overview: Qualified Protection Adviser | Expertise in Life, Critical Illness, and Income Protection
- In-depth knowledge of life insurance, income protection, and critical illness cover
- Strong experience with risk assessment and needs analysis to identify clients' protection needs
- Proven success in consultative sales, helping clients find the best protection solutions
- Expertise in regulatory compliance with a strong understanding of FCA guidelines
- Attention to Detail: Ensuring accuracy when processing applications, understanding policy terms, and providing clients with the correct information
- Empathy and strong communication skills, with a focus on building long-term relationships
- Negotiation skills and a track record of meeting sales targets consistently
- Qualified Protection Adviser | Expertise in Life, Critical Illness, and Income Protection
- Maintained up-to-date knowledge of market trends by conducting rigorous research.
- Liaised closely with legal teams to address any policy discrepancies or issues.
- Resolved complex customer complaints promptly; resulted in increased customer satisfaction rates.
- Developed relationships with underwriters, resulting in quicker claim processing times.
- Collaborated with sales team; enhanced product knowledge led to increased business revenue.
Lead Customer and Trading Manager
Sainsburys
North Somerset, United Kingdom
10.2016 - 10.2022
- Company Overview: Lead Customer and Trading Manager - Online
- Team Leadership & Staff Development
- Expertise in Customer Service Excellence and Complaint Resolution
- Logistics Management and Route Optimization
- Proven ability to achieve Sales Targets and drive Revenue Growth
- Strong Communication and Interpersonal Skills
- Proficient in Inventory Management, POS Systems, and Data Reporting
- Operational Efficiency and Budget Management
- Excellent Problem-Solving and Adaptability
- Flexibility: Adapting to changes in customer demand, delivery schedules, or operational requirements, and finding quick solutions
- Budget Management: Managing store budgets, including managing delivery costs and optimizing resources to maintain profitability
- Lead Customer and Trading Manager - Online
- Selected, trained and performance-managed staff to build results-focused team.
- Negotiated client pricing and tenders to achieve financial margins.
- Managed resources to yield high Return On Investment (ROI), raising cost-effectiveness.
- Implemented state-of-the-art technology solutions, optimising workflow efficiency.
- Monitored market and industry activity to capitalise on trading trends and opportunities.
Education
A level - Preforming Arts
Filton College
Diploma of Higher Education - undefined
Filton College
GCSEs - B-D
Filton College
SVQ Level 3 - Insurance
LIBF
2023 -
Skills
- Risk assessment
- Needs analysis
- Consultative sales
- Regulatory compliance
- FCA guidelines
- Attention to Detail
- Empathy
- Communication skills
- Team Leadership
- Staff Development
- Customer Service Excellence
- Complaint Resolution
- Logistics Management
- Route Optimization
- Sales Targets
- Revenue Growth
- Interpersonal Skills
- Inventory Management
- POS Systems
- Data Reporting
- Operational Efficiency
- Budget Management
- Problem-Solving
- Adaptability
- Flexibility
- Compliance Management
- Stress management
- Negotiation expertise
- Active listening
- Keyholding services
- Proactive approach
- Data analysis
- Risk assessment proficiency
- First-aid certified
Certification
- BIIAB Level 2 Award for Personal Licence Holders, Present
- Certificate in protection (Certpro) with LIBF, Present
Timeline
Protection Adviser
CertPro
10.2022 - 02.2025
Lead Customer and Trading Manager
Sainsburys
10.2016 - 10.2022
Diploma of Higher Education - undefined
Filton College
GCSEs - B-D
Filton College
A level - Preforming Arts
Filton College
SVQ Level 3 - Insurance
LIBF
2023 -
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