Amy Clasper

Experience

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  Lifetime Financial Management

  Feb 2006 - May 2008

  Sales Support Administrator

  My responsibilities at Lifetime included- Seeing mortgage, life and general insurance applications through to completion- Checking mortgage offers and life and general insurance policy documents to ensure they were correct- Maintaining my own pipeline of work on the internal database- Working closely with Advisers, Lenders and Insurers to develop and maintain relationships- Answering the phones and helped with any queries or problems from clients- Opening, distributing and scanning the post Show less

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  Aegon

  Oct 2008 - Dec 2010

  Sales Support

  My responsibilities at AEGON included- Producing quotations for pensions and onshore and offshore bonds- Packaging pension and bond applications and sent these to Head Office for processing- Seeing pension transfer cases through from start to completion- Answering the phones and dealing with any queries and quotation requests- Maintaining the internal database with my own pipeline of work

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  Scottish Widows

  Jan 2011 - Apr 2011

  Sales Support

  This was a temporary role. During my short time here my responsibilities included - Assisting two Account Managers with maintaining their pipeline- Contacting Head Office for quotations- Following up quotations with IFAs

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  Kevin Neal Associates

  Apr 2011 - Apr 2012

  Sales Support

  During my time here my responsibilities included- Producing valuations for clients policies- Disinvesting money from offshore bonds to ensure there was enough income in client's cash accounts- Sending letters of authority to providers to obtain information on client's policies- Issuing policy documents- Ensuring commission was paid- Answering the telephone- Opening, distributing and scanning the post

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  JLT Employee Benefits

  Apr 2012 - Dec 2016

  My responsibilities in my current role include- Implementing auto enrolment schemes and flexible benefit schemes on to the online flexible benefits platform- Managing annual flexible benefit renewals and change requests- Producing and maintaining project documents throughout the lifecycle of a project (project plans, RAID logs, status reports, scope documents)- Ensuring all quality assurance checks have been followed- Leading project calls with internal and external stakeholders issuing an agenda beforehand and minutes afterwards- Keeping all stakeholders informed throughout the project, flagging any risks and issues Show less Whilst in this role my responsibilities included- Producing monthly payroll and provider reports and sending these to the relevant parties after the relevant checks had been done- Being responsible for a portfolio of clients to answer any queries, solve any problems and build and maintain relationships with- Answering email/phone queries from employers and employees regarding the online flex platform and flexible benefits- Working closely with Client Relationship Managers, Consultants and Implementation Managers to ensure good customer service at all times- Training temporary members of staff and new recruits- Making sure any relevant reporting logs and spreadsheets were kept up to date Show less

  • Service Delivery Manager

    Apr 2016 - Dec 2016

  • Implementation Manager

    Mar 2014 - Mar 2016

  • Senior Client Services Administrator

    Apr 2012 - Mar 2014
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  Highwood Financial Services

  Dec 2016 - Sept 2018

  PA/Admin Support
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  Grant Thornton UK LLP

  Oct 2018 - now

  • Employee Benefits Executive

    Mar 2020 - now

  • Employee Benefits Associate

    Oct 2018 - Mar 2020