Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Sheila Walsh

Summary

I am currently employed in the role of a data subject request and complaints administrator on the complaints team in a fast pace office. Before this I was employed with the same office as a financial advisor. I have my full degree level 7 APA's in banking and financial advising with the IOB. I have been working in a fast office environments for 6years now in a busy call centre in an administrative,telecommunication, customer service role where I handled the payment and flow of money. I am currently now working in the complaints/DSAR department of an office where I log, investigate and resolve complaints and I also gather data subject files dealing with legal and confidential files and send them out the clients at their r request. We use Microsoft applications on the regular and I have previously done a Microsoft specialist course to become fully trained in using them. I have an excellent understanding of GDPR and am very hardworking. I have a passion for working in a an office environment. I am driven to learn new things and exceed expectations. Highly energetic and eager to meet customer needs with knowledgeable support. Possess strong communication, relationship building and profolio abilities.

Overview

7
7
years of professional experience
1
1
Certification

Work history

Financial Advisor

Pepper Asset Servicing
Shannon, Clare
03.2022 - Current
  • I am currently part of the complaints/DSAR team in a fast pace office where I log, investigate and resolve complaints coming into the business. I also gather data subject requests with attention to detail and confidentially and issue them to borrowers upon request.
  • Previously Arrears support Unit - Inbound Blended, where I took payments, calls and helped borrowers with any information or queries they had on their account.
  • Taking new hires under my wing and training them in the buddy system to prepare them for working on the phones team and in the pepper company
  • I have vast knowledge of the insurance side of mortgages due to previous work experience so I answer any questions colleagues and team leaders may have that they are unsure of
  • I have completed my loans exam and am currently doing my regulation exam in January (regs done with iii already previously) with in turn will lead me to having mg APAs with both iii and IOB
  • I have an excellent Understanding for GDPR
  • Product adviser (Insurance broker
  • Built and maintained client base by successfully managing and updating client portfolios.
  • Documented all client interactions and firm activity within client relationship management system.

Insurance Broker

Munstergroup insurance - Liz O'Sullivan
Ennis, Clare
07.2018 - 03.2022
  • I work in a busy office/call centre
  • I answer phones and help customers with their queries or make changes to their profile using the RISK/applied Cloud application
  • I file, organise and process confidential client paperwork, answer the phones and issue out official documents to clients
  • I got a Full APA qualification obtained in Sept.2021 and I have an excellent Understanding for GDPR
  • Built and maintained ongoing relationships with clients.
  • Calculated premiums and established payment methods for sales.
  • Modelled exceptional customer service skills and appropriate sales techniques.
  • Extremely knowledgeable in regards to company's products and services to advise customers on choices for their needs.
  • Mentored entry-level brokers.
  • Calculated quotes and educated potential customers on insurance options.
  • Tracked the progress of all outstanding insurance claims.
  • Followed up with customers on unresolved issues.
  • Collected all premiums on or before effective date of coverage.

Education

Leaving Certificate - secondary school

Secondary School
Kilrush, Clare
09.2009 - 07.2015

Degree level 7 (APA) - Insurance

Institute of insurance
Limerick
07.2018 - 09.2020

Business Administration and Microsoft - Business and Microsoft Specialist

Kilrush community school
Clare
09.2015 - 07.2016

Degree level 7 (Apa) - Banking, Financial and Mortgage Advice

Institute of Banking (IOB)
Clare
05.2022 -

Skills

  • Developing financial plans
  • Financial,Banking and Mortgage advice (3 years)
  • Telemarketing (5 years)
  • Call Centre (5 years)
  • Telephone skills (5 years)
  • Telesales (5 years)
  • Customer service (5 years)
  • Microsoft Specialist
  • Secretarial (1 year)
  • Full Drivers Licence (capability to travel)
  • Insurance decisions
  • Financial services
  • Cash Handling
  • Banking
  • Financial Advising
  • Financial planning
  • Relationship building and management
  • Loans
  • Insurance Sales (4 years)
  • Attention to Detail

Certification

Telemarketing (3 years) Call Centre (3 years) Telephone (3 years) Telesales (4 years) Customer Service (4 years) Microsoft specialist Secretarial (1 year) Certifications and Licenses FIRST AID Present Microsoft Office Specialist Present

Timeline

Degree level 7 (Apa) - Banking, Financial and Mortgage Advice

Institute of Banking (IOB)
05.2022 -

Financial Advisor

Pepper Asset Servicing
03.2022 - Current

Degree level 7 (APA) - Insurance

Institute of insurance
07.2018 - 09.2020

Insurance Broker

Munstergroup insurance - Liz O'Sullivan
07.2018 - 03.2022

Business Administration and Microsoft - Business and Microsoft Specialist

Kilrush community school
09.2015 - 07.2016

Leaving Certificate - secondary school

Secondary School
09.2009 - 07.2015
Sheila Walsh