Summary
Overview
Work history
Education
Skills
References
Timeline
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Sean Duncan Lepkowski

Milngavie,Glasgow

Summary

Accomplished professional with extensive expertise in customer relationship management and financial services. Demonstrates strong communication skills, sales expertise, and a keen attention to detail. Proficient in Microsoft Office and regulatory awareness, with a proven track record in customer retention and satisfaction. Adept at managing customer-facing interactions with excellent telephone manner and organisational skills. A collaborative team player committed to enhancing client experiences and achieving business objectives.

Overview

23
23
years of professional experience

Work history

New Connections Assistant

SP Energy Networks
2024.04 - 2026.05
  • Engage confidently with a wide range of customers — from large corporate stakeholders to small business owners — adapting communication style to keep conversations clear, professional and productive.
  • Work closely with internal teams to keep projects moving, contributing to shared goals and maintaining a positive, collaborative environment.
  • Handle complex enquiries by understanding customer needs quickly and providing accurate, timely information that supported long-term relationships.
  • Manage detailed digital and system-based tasks including application processing and system updates, demonstrating strong organisation and attention to detail.
  • Balance multiple priorities effectively in a fast-paced setting, ensuring quality and timeliness even when workloads were high.
  • Maintain clear, consistent communication across email, phone and written correspondence, supporting a smooth customer journey.
  • Show a proactive, solutions-focused mindset by anticipating issues, adapting quickly and taking ownership of tasks.
  • Build commercial awareness through regular interaction with business customers and understanding how operational accuracy supports wider performance.
  • Demonstrate genuine interest in digital processes by working confidently with internal systems and adapting quickly to new tools and workflows.

Customer Financial Assistant

Wescot Credit Services on behalf of Lloyds Banking Group
2022.11 - 2024.04
  • Acted as first point of contact for customers facing financial difficulty, handling sensitive conversations with professionalism and empathy.
  • Built strong rapport through active listening and clear communication, enabling effective needs-based discussions.
  • Identified customer needs and matched them to suitable repayment solutions, demonstrating strong problem-solving capabilities.
  • Handled vulnerable customers with care, ensuring all interactions were compliant, supportive and outcome-focused.
  • Managed detailed and sensitive information accurately and responsibly, maintaining high standards of confidentiality and compliance in line with FCA regulations.
  • Delivered high-quality customer experiences by focusing on first-time resolution and tailored support.
  • Demonstrated strong communication skills across phone and digital channels, ensuring clarity and trust throughout the customer journey.

Office Manager

Bid3 Ltd
2019.09 - 2022.11
  • Acted as first point of contact for all client enquiries, engaging confidently with customers and representing the business professionally across phone and email.
  • Built strong working relationships with clients in the construction and engineering sector, adapting communication style to suit different personalities and business needs.
  • Managed office operations including documentation, scheduling, and day-to-day workflow, ensuring tasks were completed accurately and on time.
  • Coordinated client communications by preparing collateral, managing correspondence and ensuring information was delivered clearly and consistently.
  • Handled detailed customer enquiries with a solutions-focused approach, demonstrating strong organisation and attention to detail.
  • Supported business processes by managing invoicing, expenses and payroll administration, contributing to smooth commercial operations.
  • Worked closely with senior leadership to provide accurate documents and materials, supporting bids and client-facing activity.
  • Demonstrated a proactive, adaptable mindset by taking ownership of tasks, learning quickly and responding effectively to changing priorities.
  • Gained exposure to commercial workflows through involvement in invoicing, client management and operational support, building early commercial awareness.

Insurance Sales & Retention Agent

British Gas Services Ltd
2013.07 - 2019.09
  • Consistently exceeded KPIs across sales, retention and quality by using a structured, goal-driven approach to daily performance.
  • Adapted sales style to customer tone — able to switch between direct, concise conversations and a warmer, more conversational approach depending on the customer’s communication style.
  • Built strong customer relationships through clear communication, active listening and a genuine focus on understanding individual needs.
  • Delivered effective, needs-based sales conversations that balanced commercial outcomes with excellent service, contributing to long-term loyalty.
  • Performed strongly under pressure in a fast-paced, target-driven environment while maintaining accuracy and professionalism.
  • Managed detailed administrative tasks including updating systems, recording activity and ensuring all information aligned with internal processes.
  • Collaborated with wider teams to support shared goals and maintain consistent service and sales standards.
  • Demonstrated strong organisation and attention to detail by prioritising workloads effectively and ensuring timely follow-through on all customer actions.
  • Showed commercial awareness by understanding how retention, quality and customer outcomes impact overall business performance.

Pub Manager

Old College Bar
2008.01 - 2013.01
  • Overseeing day to day running of local bar

Customer assistant

Tesco
2003.01 - 2008.01
  • Part-time job during my studies

Education

BA - Media Studies

HND - Communication with Media

5 Highers -

Skills

  • Customer relationship management
  • Microsoft Office
  • Communication skills
  • Sales expertise
  • Retention expertise
  • Telephone manner
  • Organisational skills
  • Customer-facing capabilities
  • Attention to detail
  • Team player
  • Financial services experience
  • Regulatory awareness

References

Available on request.

Timeline

New Connections Assistant

SP Energy Networks
2024.04 - 2026.05

Customer Financial Assistant

Wescot Credit Services on behalf of Lloyds Banking Group
2022.11 - 2024.04

Office Manager

Bid3 Ltd
2019.09 - 2022.11

Insurance Sales & Retention Agent

British Gas Services Ltd
2013.07 - 2019.09

Pub Manager

Old College Bar
2008.01 - 2013.01

Customer assistant

Tesco
2003.01 - 2008.01

HND - Communication with Media

BA - Media Studies

5 Highers -

Sean Duncan Lepkowski