Sarah Jane Allan
Liverpool,England
Summary
A results-driven and accomplished professional with extensive experience in administration, sales, supervision, and customer service. I am seeking to advance my career within the insurance and financial services industry.
utilising a proven ability to solve complex challenges and build lasting, strategic relationships to achieve business objectives. Recognised for my target oriented approach and exceptional communication skills, I have consistently delivered results in business retention and partnership development. Experienced in Microsoft Office, data analysis, and marketing campaign management. I excel in hosting webinars, leading meetings and training individuals and groups.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
Work history
Employee Benefits Administrator
Alexander Beard Ltd
Cheshire
02.2025 - Current
- Requesting and checking quotes and negotiating rates with providers.
- Drafting recommendation reports for Risk and Healthcare products for new business clients and existing clients at renewal. Collaborating with Consultants to issue Market Reviews and responding to client feedback while liaising with partners, providers and adhering to deadlines.
- Processing annual renewals and scheme switches for Risk and Healthcare products. Completing applications for Master Trust and scheme implementation. Distribution of invoices, policy schedules and value added benefit guides. Ensuring payments and commissions are processed and recorded accurately. Working with clients and providers to ensure schemes stay on Risk.
- Collating and designing eye catching welcome emails to promote new employee uptake for elective benefits. Holding online meetings with employees to discuss benefit packages. Liaising with providers to generate quotes, update employee data and issue policy schedules.
- Preparation and issue of invoices to clients. Utilising data to collate payroll reporting spreadsheets for employers, calculating salary deductions depending on product and company caveats.
- Raising ad-hoc and regular invoices for existing and New Business. Communicating internally to ensure invoices are accurate and assisting with divisional aged debt management.
- Assisting employers and employees with claim processing from application to payment. Ensuring the process is handled sensitively if relating to Risk benefits.
- Supporting Consultants and Directors in meetings with our clients to understand their needs and demands.
- Building and demonstrating our bespoke benefit platform as part of a small team of technical administrators.
- Processing International Retirement Plans from inception to surrender. Liaising with Trustees and Investment platforms and Financial Advisors.
- Collating documents from international members to ensure AML regulations are followed.
Team leader - Data Import Team
Medicash Health Benefits
04.2024 - 11.2025
- Providing a culture of open communication to encourage collaboration within the team.
- Contribute to IT development projects including testing new technologies and systems that are then deployed across the company.
- Schedule calls and online meetings with clients to troubleshoot any issues with data, liaise at renewal and provide overview of the company processes to ensure data processing is managed efficiently.
- Lead and train a medium sized team in their respective areas and encourage, motivate and communicate to ensure SLAs are achieved and training is continuous and up to date.
- Coordinate daily tasks, ensuring smooth workflow within the team and provide feedback in daily and weekly meetings to SMT.
- Ensuring conflicts are resolved immediately and processes to escalate are followed to ensure professional compliance.
- Supporting senior management with corporate account management and delegating tasks to multiple departments.
- Working closely with the compliance team to prevent breaches of GDPR and continuously monitor data processing to minimise risk.
- Holding return to work interviews to ensure employees are supported and to assess for any risks or reasonable adjustments.
- Regular 1-2-1 catch ups with individuals to provide feedback and encouragement to retain staff and promote job satisfaction.
- Holding interviews for potential employees and managing all onboarding and training of new recruits to my team.
Corporate Account Administrator
Medicash Health Benefits
09.2022 - 02.2025
- Liaising with brokers, clients and underwriters to manage expectations on increased premiums and secure annual renewal of 400+ schemes per month.
- Providing management information reports. Coordinating with the sales team to facilitate new and existing business opportunities.
- Performing due diligence on new business clients and collating data to compile new business contracts and TOBAs.
- Utilising Adobe Sign and Experian as well as custom CRM day to day. Importing and maintaining client data. Creating new schemes and price points. High volume migration of data via API ensuring accuracy and working to deadlines.
- Collaborating across departments to ensure multi-team projects run as desired. Communicating via Teams, call and email and tracking correspondence to keep information current.
- Prioritising a varied and busy workload to meet deadlines and SLA driven by contractual obligations to stakeholders.
- Cross training various teams in person, via Teams or recording material or collating procedure guides to share experience and knowledge.
- Keeping employee benefits product knowledge up to date and keeping up to date with industry news.
Technical Admin Co-ordinator
Medicash Health Benefits
09.2019 - 09.2022
- Extracted large amounts of data uploaded to the company portal and processing in bulk utilising the company bespoke API.
- Quality checking large amounts of sensitive information ensuring accuracy of data imported.
- Providing help desk support for clients and intermediaries and solving queries within an SLA period.
- Performing training via video link to clients instructing them on utilising the online portal system.
- Processing applications from clients with a high level of accuracy within a short timescale.
- Performing internal training sessions for colleagues to implement the uptake of new systems and increase their product knowledge.
- Progression from claims and customer service administrator in short period of time.
- Setting up and cancelling direct debit instructions for direct and corporate customers.
- Monitoring a busy inbox, dashboard and phone line.
Pensions Administrator
HS Admin (Creative Pension Trust)
10.2018 - 07.2019
- Working to strict guidelines processing retirements and deaths, liaising with members, employers, and Trustees of The Scheme
- Processing direct debits, bank account amends and large payments from multiple companies
- Performing accurate calculations and quotes for members and fund managers
- Monitoring multiple inboxes and implementing all changes to member records and employer payment details
- Providing members with excellent customer care from opt into retirement in line with GDPR regulations
- General administration duties utilising Continuity, ProFund, oPen, Excel and Microsoft systems
- Working as part of a team and covering additional roles including transfers in and out, liaising with outside organisations and providing information to IFAs and wealth managers.
Compliance Administrator
Bond Turner (Anexo Group)
02.2018 - 09.2018
- Main point of contact for clients, accountants, banks, employers, and legal professionals in order to collate and analyse financial documentation for court
- Working to tight deadlines to support the legal team settle claims in a timely and efficient manner and to ensure that court order requirements are adhered to as requested
- Reaching and exceeding targets to ensure quick and efficient resolutions for our clients
- Keeping clients updated on the process and striving to maintain full cooperation by building relationships
- Managing a caseload of over 250 clients and ensuring they receive excellent customer service, and all complaints are resolved effectively and immediately
- Handling sensitive and confidential documents in compliance with data protection act and GDPR
- Utilising Subject Access Requests to obtain data where necessary
- Updating claims using ProClaim software and FuseMetrix.
Business Development Executive
Antrec Limited
01.2017 - 02.2018
- Presenting sales pitches to clients, promoting training courses and offering bespoke recruitment packages
- Researching individual companies and industries to learn their individual training needs and creating package like courses and negotiating budgets
- Ensuring clients receive excellent customer care throughout the process and beyond
- Cold calling, warm calling and generating leads via phone calls, social media, mail drops and face to face
- Creating social media campaigns and designing promotion materials
- Effectively matching learners with suitable clients using Indeed, Eventbrite and Job Centre Plus
- Building and maintaining strong relationships with new and existing partners by going the extra mile where possible
- Reaching out to similar agencies and charities to offer learners full range of support and opportunities.
Education
Level 2 Complementary Therapies - undefined
Hugh Baird
01.2013 - 01.2014
BA (Hons) Tourism and International Travel Management - undefined
Glasgow Caledonian University
01.2001 - 01.2002
A-Levels - English B, French B, Politics B, Geography B
Duncanrig Secondary School
Skills
- Thrive under pressure in a busy work environment
- Hard working with a sunny and positive attitude
- Experienced networker and public speaker
- Proven history of exceeding targets and KPIs
- Working towards CII Qualifications
- Excellent communication skills at all levels
- Self-motivated, trustworthy, and reliable
- Received training in Equality and Diversity, Safeguarding and FGM
Personal Information
My passion is reading, I like a diverse range of novels and enjoy relaxing and winding down over a good book. I spend my spare time socialising with friends and enjoy meeting new people. I am a beginner at yoga and a keen swimmer. I am interested in wellbeing and the positive effects of meditation and mindfulness. I enjoy travelling and exploring different cuisines and cultures.
Timeline
Employee Benefits Administrator
Alexander Beard Ltd
02.2025 - Current
Team leader - Data Import Team
Medicash Health Benefits
04.2024 - 11.2025
Corporate Account Administrator
Medicash Health Benefits
09.2022 - 02.2025
Technical Admin Co-ordinator
Medicash Health Benefits
09.2019 - 09.2022
Pensions Administrator
HS Admin (Creative Pension Trust)
10.2018 - 07.2019
Compliance Administrator
Bond Turner (Anexo Group)
02.2018 - 09.2018
Business Development Executive
Antrec Limited
01.2017 - 02.2018
Level 2 Complementary Therapies - undefined
Hugh Baird
01.2013 - 01.2014
BA (Hons) Tourism and International Travel Management - undefined
Glasgow Caledonian University
01.2001 - 01.2002
A-Levels - English B, French B, Politics B, Geography B
Duncanrig Secondary School
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