Sian Davey

• Delivered comprehensive private medical insurance and employee benefits solutions tailored to individual client's needs and circumstances.
• Conducted mid-term and annual reviews to enable appropriate insurance cover meeting clients requirements and needs by using effective questioning techniques.
• Assessed client needs for policy renewals and adjustments.
• Ensured compliance with all relevant regulations during policy negotiation and sale processes.
• Ensured client retention by delivering personalised service and building strong relationships.
• Drove business growth by cross-selling products, leading to better profit margins and generated increase in new clients by proactively contacting previous quotes and lapsed accounts.
• Consistently met personal and business KPI's
• Successfully managed a large portfolio of existing clients, processing 25-30 renewals each month whilst hitting new business targets of 3 new PMI's min each month a long with other ancillary products.
• Developed new business opportunities through proactive prospecting and networking.
• Part of 'Change Champions'. A team put together dedicated to representing and shaping new ideas to drive positive change and share best practises.

• Managing 260 customer base.
• Expertly operating CRM, managing sales pipeline, tasks and customer contact plans.
• Immediately addressing problems with customer accounts to promote quick resolution.
• Using consultative sales approach to understand and meet customer needs.
• Utilising sales techniques to develop and identify prospects' needs.
• Adapting sales techniques to specific clients and promoting products based on individualised client needs.
• Consistently achieving personal goals and KPIs to improve overall company sales performance.
• Delivering a high level of service to clients to maintain and extend relationships for future business opportunities.
• Responsible for managing customer margins and pricing my own managed accounts.
• Improving customer experience through after-sale and relationship building.
• Completing customer searches to generate new leads.
• Using an effective follow-up system in CRM to ensure consistent maximisation of sales opportunities.
• Maintaining up to date knowledge in the fuels market and constantly monitoring market conditions for changes that may impact sales results.
• Part of the Social Committee helping to organise fundraising activities and pick Corporate Charities throughout the year.

• Managed high-volume customer queries simultaneously through effective multitasking.
• De-escalated objections and disputes professionally to maintain customer satisfaction.
• Oversaw training and mentoring of new team members, promoting productivity and quality service.
• Investigated customer queries and responded within defined SLAs.
• Employed active listening and product expertise to successfully resolve inbound queries.
• Placed fuel orders, gave ETA's & offered fuel quotes with follow up calls.
• Recorded information about inquiries and complaints within internal database.
• Handled requests with friendly, knowledgeable service and support, continually achieving positive customer feedback.

• Interacted with customers professionally by phone & email to deliver accurate information.
• Maintained high standards of accuracy and quality in data entry and recordkeeping.
• Organised physical files and digitised records to support the team and within GDPR compliance.
• Managed office supply inventory, performing stocktake duties and ordering additional supplies to meet staff needs.
• Coordinated meetings and arranged conferences, clearly communicating relevant information to all attendees.
• Effectively managed incoming and outgoing post to maximise office efficiency.
• Used Microsoft Word and other software tools to create documents and clear communications.

Took a career break to become a personal career for my best friend after she was diagnosed with terminal illness.

• Offered compassionate physical and emotional support to try and enhance wellbeing.
• Assisted in daily personal care routines.
• Managed medications and oversaw personal treatment plans.

• Handled end-to-end recruitment processes, ensuring smooth and swift transactions from initial advert to job offer.
• Assisted in negotiating employment terms between successful candidates and clients, ensuring a win-win situation.
• Established positive relationships with prospective candidates through networking and regular communications.
• Successfully placed candidates in long-term roles, exceeding company KPI's.
• Coordinated reference and background checks for compliance with right-to-work guidelines.
• Offered guidance around interview preparation techniques to registered candidates, enhancing their chances of success.
• Managed relationships with hiring managers to understand their recruitment needs and timelines.