Patricia Carmichael

• Supported sales team in executing all commercial activities across region.
• Proactively engaged with new and existing customers to boost engagement.
• Managed documentation and provided Docusign support to enhance efficiency.
• Conducted commission calculations, ensuring prompt payment processing.
• Assisted with broker and supplier invoices to optimise workflows.
• Facilitated valuations and asset inspections for strategic decision-making.
• Oversaw pipeline management to monitor application progress.
• Liaised with sales support, payout, and other teams for effective application processing.
• Mentored junior staff to enhance their professional development and improve overall team performance.

• Supported sales team in executing all commercial activities across region.
• Proactively engaged with new and existing customers to boost engagement.
• Managed documentation and provided DocuSign support to enhance efficiency.
• Conducted commission calculations, ensuring prompt payment processing.
• Assisted with broker and supplier invoices to optimise workflows.
• Facilitated valuations and asset inspections for strategic decision-making.
• Oversaw pipeline management to monitor application progress.
• Liaised with sales support, payout, and other teams for effective application processing.

• Responsible for the provision of full administrative support to all Loss Adjusters in the Belfast office, enabling Service Level Agreements and customer expectations to be met.
• Central/dedicated contact point for Adjusting Department.
• Liaise with outside contractors, principles, clients and management to obtain information in order to progress claims and ensure correct data is held.
• Preparation of MI on monthly basis.
• Sole responsibility for raising fee invoices for the department and ensuring they comply with agreed SLA’s.
• Working closely with Team Manager to ensure that SLA’s are being met in relation to reporting and payment requirements.
• Updating databases detailing all claims received, open claims and completed claims for monthly and annual MI ensuring accurate records are kept at all times.
• Prepare and type reports and letters for Insurers, clients and contractors when required.
• Fire Marshall training completed January 2013
• First Aid at work completed in March 2014
• Managed documentation and record-keeping for claims to ensure thoroughness and accessibility.
• Reviewed incoming claims documentation, ensuring its completeness and validity.
• Processed high volumes of insurance claims without compromising on accuracy or speed.
• Regularly updated claim status to keep all parties informed during the entire process.
• Coordinated communication between insurers and claimants for smoother settling of claims.
• Enhanced team productivity by efficiently delegating tasks among team members.
• Managed a high volume of phone calls and emails, providing exceptional customer service throughout the claim process.
• Worked closely with loss adjusters to determine the value of each claim accurately.

• Responsible for provision of full support service to a successful sales team enabling income targets and business needs to be met.
• Responding to business enquiries from new and existing customers, providing finance quotations when required.
• Inputting of finance proposals onto computer database to obtain credit decision, reviewing financials and where applicable obtaining additional information when required by credit underwriters.
• Liaising with customers, suppliers and all departments to obtain documentation to process deals.
• Direct Sales experience for 2 years dealing with customers face-to-face.
• Motor Sales Support providing service to third party introducers.
• Preparing financial documentation for customer signature, checking documentation when received back before sending for payout.
• Keeping accurate customer records and updating and maintaining customer databases.
• Assisting sales managers and colleagues with finance and insurance products when required.
• Preparing MI reports on weekly and monthly basis for Management Sales Meetings. Extracting figures to compile reports as requested by management.
• Ensuring compliance with up-to-date marketing literature and stationery and co-ordinating destruction of out-of-date items.
• Co-ordinating booking of rooms for Management Meetings when required.
• Carry out stationary stock control and order of same.
• Coordinated communication between sales team and clients to ensure accurate information flow.

• Facilitated all commercial activities for sales team across region.
• Engaged proactively with new and existing customers to increase engagement.
• Managed documentation and provided Docusign support to enhance operational efficiency.
• Conducted commission calculations, ensuring timely payment processing.
• Assisted with broker and supplier invoices to optimise workflows.
• Oversaw asset inspections and valuations for informed decision-making.
• Monitored application progress through effective pipeline management.
• Liaised with sales support, payout, and other teams for streamlined application processing.

• Temporary post, doing general office admin, while looking for full time work.
• Typing, filing, answering telephone and faxing, liaising with suppliers and internal departments regarding outstanding invoices and payments.
• Developing a new system to keep track of missed or late payments.

• Provide support services to branches, internal departments and customers.
• Processing branch back office paperwork, Maintenance and amendments to customer and head office accounts including change of address, new account opening and account closures.
• Providing helpdesk support for BAC’s and teleBank customers for technical difficulties and liaising with customers, sales and software departments to resolve any issues.
• Providing admin support for sales staff as and when required.
• Dealing with queries and providing answers and solutions when required.

Tbc