Charis R.

Experience

• 

  Ageas UK

  Oct 2004 - Oct 2006

  Sales Adviser

  Inbound telesales adviser firstly trained on home insurance and then also travel insurance which enabled cross selling.

• 

  Vitality

  Oct 2006 - Feb 2011

  Account Manager

  Starting in sales support and promoted into account management in the new business and retention departments. I was responsible for looking after a panel of IFA's in the PMI market, building relationships with some of the largest accounts and consistantly achieving sales targets.

• 

  LV=

  Feb 2011 - Jan 2018

  Account Manager

  Looking after a panel of IFA's in the South East area, building strong relationships and trust to increase sales in the protection market including critical illness cover, income protection, life cover as well as business protection key person, shareholder protection and relevant life cover. Providing updates on product developments and adding value to my customers business by offering sales ideas, tips and training. Analysis of trends and business planning to achieve set targets.

• 

  Expat Wealth Advice

  Feb 2018 - Oct 2021

  Client Relationship Manager

  Managing client requests for example gathering/pre completing paperwork for pension withdrawals, top-ups, change of address, valuation requests and answering general phone calls and emails.Calling clients to complete fact find and risk questionnaires as part of the new business process.Processing and pro-actively following through new business applications and pension/investment LOA’s with product providers.Drafting recommendation reports for advisers.Creating cash flow reports using software, and producing investment assessment reports using FE Analytics.Schedule client review meetings for advisers and prepare necessary paperwork for these meetings such as valuations.Proactively checking portfolios for rebalancing and arranging dealing sheets with clients.Uploading compliance documents to internal back office system and ensuring this is kept up to date at all times.Staying up to date with provider changes and product launches. I have Experience in dealing with most major pension, platform and investment providers such as Novia, Momentum, Quilter international, Prudential and SEB life.Responsible for collating quarterly trail commission and chasing any missing commission where necessary.Responsible for arranging internal team meetings, taking notes and preparing agendas.Confident in working in a highly regulated industry and aware of TCF and FCA principles. Show less

• 

  Vitality

  Oct 2021 - Dec 2024

  SME Client Manager

  Negotiation and renewal of some of the largest and most strategic SME PMI contracts (in excess of £100k API). Creation and delivery of an annual client wellness promotional strategy. Day-to-day relationship with SME clients for queries and escalations. Build strong relationships with a substantial broker panel. Arrange own work load to include daily, weekly and monthly tasks. Responsibility for a weekly report to SME Client Management TM which highlights achievements as well as any key concerns. Show less

• 

  WTW

  Dec 2024 - now

  Health & Benefits Consultant

  • Provide strategic consultative advice to clients around the design, delivery and ongoing management of their benefit programmes, working with other consultants within the team.• Proactively update own knowledge of changes in legislation through talking to other associates and reading appropriate news briefs/publications. Apply this knowledge to day-to-day work.. Manage providers for own client base using negotiation and influencing skills as appropriate.. Servicing, consulting with and retaining existing clients with a high level of service and credibility.. Plan and organise renewals.. Design and redesign of benefits.. Liaise with providers and insurers for information.. Assist with re-broking exercises, analysis and verification of providers' contract terms.. Deal with queries from clients.. Maintain quality control procedures.. Development of other colleagues technical knowledge and experience of healthcare benefit provision, including market developments and best practice. Show less