Scribd
Upload
30 views2 pages

Example CV Customer Service 1

David Smith is a highly skilled customer service representative with over 10 years of experience in the short-term insurance industry. He has a proven track record of resolving client queries with urgency and maintaining the highest level of integrity. Smith is currently a team leader responsible for managing a team of 15 customer service consultants. He has excellent organizational, communication, and problem-solving skills.

Uploaded by

Lilibieny Sani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
30 views2 pages

Example CV Customer Service 1

David Smith is a highly skilled customer service representative with over 10 years of experience in the short-term insurance industry. He has a proven track record of resolving client queries with urgency and maintaining the highest level of integrity. Smith is currently a team leader responsible for managing a team of 15 customer service consultants. He has excellent organizational, communication, and problem-solving skills.

Uploaded by

Lilibieny Sani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

DAVID SMITH Keen customer service representative with over 10 years of experience in the short-term

insurance industry servicing both private and business clients. I am a highly skilled, effective
listener and clear communicator focused on defusing conflicts and resolving client queries as a
matter of urgency. Outstanding organisational skills allows quality service delivery, and I
maintain the highest level of integrity to ensure the confidence and security of both client and
Personal company. All my short term insurance certifications are up to date. I am a competent team
leader who can inspire and be inspired by my team.
Address
71 Cherry Court, Cox Row
Southampton SO53 5PD
Phone number Work experience
0100 234 5000
Customer Service Team Leader Jul 2016 - Present
Email
Greenfield Insurance Services, Southampton
[email protected]
Responsible for managing the day to day functioning of a team of 15 Customer Service
Consultants servicing business clients with their short term insurance needs. Duties include –
Skills
Microsoft Word Solving escalated queries and speaking to demanding clients
CRM software Monitoring inbound and outbound call ratios per consultant
Microsoft Excel Upholding internal targets relating to closed and unresolved tickets
Following up on unresolved queries with a lead time of more than 24‑hours
Self control
Replaying call recordings on unsolved queries and client complaints
Patience Liaising with team members to understand and resolve issues
Effective listening Extensive liaison with internal stakeholders to solve problems effectively
Clear communication Managing the team training portfolio and ensuring all members get proper training
Adaptability Ensuring all equipment is maintained and in working order
Motivating, encouraging and supporting team members
Providing on the job training as required
Interests
Preparing daily, weekly and monthly reports for senior management
Electronics and computers Attending regular management meetings to chart progress and vision
Organising team rotation schedules, leave applications and absenteeism

Customer Service Advisor Oct 2010 - Jul 2016


Higos Insurance Services, Southampton
Part of a team of advisors servicing personal short term insurance clients. Duties included –

Taking inbound calls relating to policy queries


Guiding clients through claim processes
Helping clients navigate online processes
Logging all calls on the internal system
Escalating queries that required input from other departments
Following up on escalated queries
Making outbound calls to give feedback
Giving management feedback on unresolved queries
Updating clients’ personal and banking details
Following up on lapsed policies
Making internal applications for policy reinstatements
Maintaining all paperwork and electronic filing
Attending regular onsite training sessions to improve skills

Customer Care Consultant Mar 2008 - Sep 2010


Ageas Insurance, Southampton
I was initially appointed as a trainee, and after six months, I was promoted to a consultant role
supporting business clients with their short term insurance needs. Combined duties included –

Taking inbound calls and making outbound calls


Logging calls on the internal system
Verifying client details on policy documents
Obtaining original invoices for items covered in each policy
Updating client’s business and banking details
Escalating queries to the team leader
Maintaining all paperwork and electronic filing
Achievements
Awarded Greenfield's annual Customer Service Excellence Award in 2019 and 2020

Education and Qualifications


Financial Services Regulation and Ethics Feb 2017 - Aug 2017
Lowes Financial Academy

Certificate in Insurance - Level 3 Jan 2015 - Dec 2015


Chartered Insurance Institute, Southampton
LM1
LM2
LM3

Upper Shirley High School Jan 2004 - Nov 2007


GCSEs ‑ including English, Science and Mathematics

References
Jack Green - Direct manager Ageas Insurance
On request

Mohammad Sayed - Teamlead Higos Insurance


On request Services

Hanna Nowak - Senior Agent Greenfield Insurance


On request Services

You might also like