James Taylor

This is a short-term project to clear backlogs of pensions calculations for two local authorities, Tayside Council and Staffordshire County Council. • Calculation of deferred pensions benefits • Amalgamation of pensions benefits accrued in separate employments • Issuance of letters and documentation to pension holders to advise them of their holdings and options • All calculations are carried out using Altair, the dedicated system for the Local Government Pension Scheme (LGPS).

Principal Duties • transfer pension policies between corporate and individual pension schemes • transfer pension policies between sections of corporate schemes • create and amend sections of corporate group schemes • issue pension quotations and benefits illustrations • respond to customer queries by letter, email or telephone call as appropriate • refer misdirected queries to correct company departments • create new computer workflow items as required

• checked personal loan files for uptake of payment protection insurance (PPI) • listed PPI files after sorting by date • PPI files boxed and stored securely with content lists • counts of files recorded and provided to bank branches • work carried out without any direct supervision • responsible for own time and work management

Customer Service Assistant • resolved customer enquiries regarding gas and electricity billing accounts and payments • recommended payment methods and schedules • agreed and issued refunds • arranged engineer appointments for customers • dealt with customers who call into the Scottish Gas building • liaised with external agencies such as Citizens Advice Bureaux and the gas and electricity infrastructure providers.

Bank Officer • provided administrative support in the set-up of mortgages and other loans • liaised with customers and solicitors by letter and telephone • monitored the progress of loan agreements • provided repayment values for loans • dealt with customers in person • carried out other types of support and administrative work as required.

Clerical Officer • prepared quotations for motor and household insurance policies • set up insurance policies for accepted quotes • prepared renewal documentation for pre-existing policies • liaised with insurance underwriters regarding non-standard requests • issued motor insurance cover notes and other ad-hoc documentation • carried out other administrative tasks as required.

Credit Control Clerk • credit management of 300 retail customer accounts for businesses based in the UK • banked cash and cheque payments • updated and monitor unpaid accounts • investigated and resolved disputes • arranged release of goods to customers • maintained list of overdue accounts due for follow-up action.