Sheila Lynch
Barnsley,South Yorkshire
Summary
Dedicated Customer Service Representative motivated to improve service satisfaction and contribute to overall company success.
With over 30 years experience with client focused roles, an excellent communicator and problem solver.
Currently working alongside a team of 10 Financial Planners in the Client Review team, booking client meetings, retaining clients and up-selling client service relationships.
Dealing with clients directly by telephone, email and using, Outlook, Teams, Zoom and Excel.
Overview
13
13
years of professional experience
Work history
Client Service Coordinator
Lifetime
Barnsley, South Yorkshire
01.2011 - Current
- Maintain excellent working relations with clients, providing timely responses to all inbound and out bound queries.
- Maintained compliant documentation on Excel for reliable company records.
- Adhered strictly to policies and procedures for continued company compliance.
- Assisted customers with varying questions using product knowledge and service expertise.
- Managed high-volume customer queries simultaneously through effective multitasking.
- Consistently achieved service rating targets, managing customer enquiries with personalised care and attention.
- Processed inbound customer calls, providing information on service or product upgrades
Education
GCSEs - English Language
GCSE
GCSEs - English Literature
GCSE
GCSEs - RE
GCSE
GCSEs - Home Economics
GCSE
GCSEs - Sociology
GCSE
Chartered Institute of Insurers - Financial Planning Certificate Levels 1, 2 & 3
Chartered Institute of Financial Planning (CII)
NVQ Level 1 - Mental Health
Home Learning
NVQ Level 2 - Counselling
Home Learning
Skills
- Record maintenance
- Brand awareness and representation
- Customer retention
- Microsoft Office Suite
- Advanced product knowledge
- Customer experience
- Data confidentiality
- Customer care
- Staff training and mentorship
- Google Workspace
- Communication skills
- Customer-focused
Timeline
Client Service Coordinator
Lifetime
01.2011 - Current
GCSEs - English Language
GCSE
GCSEs - English Literature
GCSE
GCSEs - RE
GCSE
GCSEs - Home Economics
GCSE
GCSEs - Sociology
GCSE
Chartered Institute of Insurers - Financial Planning Certificate Levels 1, 2 & 3
Chartered Institute of Financial Planning (CII)
NVQ Level 1 - Mental Health
Home Learning
NVQ Level 2 - Counselling
Home Learning
Similar Profiles
Brianna CuellarBrianna Cuellar
Lifetime Kids Supervisor at LifetimeLifetime Kids Supervisor at Lifetime
Ziara NaylorZiara Naylor
Concierge & Facility Operations at LifetimeConcierge & Facility Operations at Lifetime
Layton StansellLayton Stansell
Lifeguard at LifetimeLifeguard at Lifetime
Kasey Ash-SimpsonKasey Ash-Simpson
Operations at LifetimeOperations at Lifetime
Taylor PeggTaylor Pegg
Warehouse operative at Countrywide HealthcareWarehouse operative at Countrywide Healthcare