Lauren Morgan
Wadhurst,East Sussex
Summary
Enthusiastic sales adviser with 5 years of experience in the PMI industry. Secures team success through hard work, attention to detail and excellent organisation. Work well under pressure, handle a heavy workload and shares great knowledge to achieve results.
Overview
9
9
years of professional experience
Work history
SME Manager
Private Medical Insurance, The Health Insurance Specialists/Howden Group
08.2023 - Current
Senior Sales Adviser
03.2021 - 08.2023
Sales Adviser
10.2019 - 03.2021
- Shortlisted for ‘rising star' at the COVER Excellence awards 2022
- Working at the Health Insurance specialists and in private medical insurance for 5 years now, working my way up from admin to manager, I have gained huge experience in all sectors and now managing my own team, I feel I am an expert in the industry, ambitious and dedicated to the work that I do
- Below are main responsibilities I have/had during my roles
- Managing my own team, driving sales/targets, overseeing the daily work load, coaching/training, point of contact for all SME related queries, weekly meetings with insurers, providing support for the team
- Conduct a market review at renewal for small to large companies to make sure groups are getting the most competitive rate, negotiate with the current insurer and manage the administration throughout the year for the groups
- Cross sale other insurances and investment products across Howden
- Drive new business revenue through developing strong relationships, displaying active listening to ensure the ability to match product benefits with customer needs, overcoming concerns and converting new business sales
- Developing knowledge of the customer needs to ensure the best possible support is provided
- Advising clients by telephone on Private medical insurance I.E products, underwriting, costs and exclusions
- Acting as the intermediary between the client and insurer
- Training new starters and supporting them with their development by providing coaching to help them get started on their journey within the sales role
- Check over all work for a period of time to make sure quote emails, correspondence and any sales made are compliant
- Provide feedback to help to drive sales
- Report to my sales manager of their progress and provide feedback for their KPIs
- Liaising with insurers
- Working to produce accurate data and customer documentation, tailoring a quotation to every individual client
- Completion of daily tasks, being able to prioritise and handle all work promptly and accurately
- Handle any complaints between the client and insurer
- Track record of selling products/services to both individual and businesses with anyone up to a director level, being one of the top earners within the company
- Conversational skills and relationship building skills
- Accuracy and attention to detail, ability to work independently and as a team and willingness to constantly improve technical and sales skills through feedback and monthly KPI targets
Administrative Assistant
The Health Insurance Specialists, Royal Tunbridge Wells
10.2018 - 10.2019
- Answering the telephone and forwarding call to the sales adviser
- Take and pass on any message if needed
- Check the advisers paperwork for each of their sales, then sending client their written demands and needs statement as part of compliance and FCA requirement
- Go back to adviser for any amendments they need to do within their paperwork and make sure this is followed up and completed so everything is correct and compliant for the customer
- Sort through post, making sure everything arrives to the correct person
- Send quote letters to the client in the post from advisers request
- Make sure all supplies are stocked within the office.
Team Leader
Topshop/Topman - Royal Tunbridge Wells
11.2016 - 09.2018
- Serve customers at the till and process refunds
- Read daily and weekly figure spreadsheet to see the stores performance
- Respond to customer complaints and enquires until the conflict is resolved
- Delegate tasks to the team and make sure all tasks and targets are complete
- Cash the tills up, open and close the store
- Support and coach current and new employees development
- Maximize performance by offering incentives to employees who go above and beyond their required duties
- Confident on Visual merchandising and making changes to support with current best sellers
- Enforced security rules around the store and warehouse
- One to ones with staff members for any misconduct, sickness etc
Concessions Assistant
Skinnydip, Royal Tunbridge Wells
07.2017 - 05.2018
- Main responsibilities were to keep the stand clean, neat and tidy
- Provide weekly figures to my area manager on how well Topshop performed and if I have any feedback on how we can improve sales or if the location of the stand has changed in store
- I would process weekly deliveries and do a stocktake every month.
Receptionist/Administrator/PA
Southern Asbestos Services Ltd
01.2015 - 10.2016
- Answering and forwarding phone calls to appropriate person
- Arrange travel and meetings for director and assist with any personal affairs
- Deal with customer enquires, quote jobs and resolve customer conflict
- Maintain and update employees personal files (e.g keep all test certificates in date)
- Liaise with companies regarding the current jobs we have on (book in air tests, order materials)
- Manage the work diary and book appointments
- Keep the front desk organised and tidy
- Make sure all supplies are stocked within the office
- Process employees wages weekly - Chase for outstanding invoices
- General admin duties (filing, photo copying, archive documents)
- Confident in IT Skills
- Good Typing Skills
- Strong written and verbal communication skills
Sales Assistant
Fenwicks - Royal Tunbridge Wells
10.2014 - 12.2014
Education
Level
K College
2014
Skills
- Customer rapport
- Key Performance Indicator monitoring
- Account servicing skills
- Mentoring and coaching
Timeline
SME Manager
Private Medical Insurance, The Health Insurance Specialists/Howden Group
08.2023 - Current
Senior Sales Adviser
03.2021 - 08.2023
Sales Adviser
10.2019 - 03.2021
Administrative Assistant
The Health Insurance Specialists, Royal Tunbridge Wells
10.2018 - 10.2019
Concessions Assistant
Skinnydip, Royal Tunbridge Wells
07.2017 - 05.2018
Team Leader
Topshop/Topman - Royal Tunbridge Wells
11.2016 - 09.2018
Receptionist/Administrator/PA
Southern Asbestos Services Ltd
01.2015 - 10.2016
Sales Assistant
Fenwicks - Royal Tunbridge Wells
10.2014 - 12.2014
Level
K College
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