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Chelsey Jessica McCanlis CV
Maidstone, Kent
07808398709
Chelsmccanlis@hotmail.com
Personal Profile
I am punctual, hardworking, quick to learn and driven to succeed in life. I enjoy working as part of a
team or individually and take pleasure in stepping outside my comfort zone in order to achieve my goals.
I can adapt to different scenarios and feel confident when dealing with members of the public, have a
strong sense of customer service and apply this to all areas of my work. I seek an innovative challenge in
which I can dedicate my efforts and specialised skills obtained through education.
I have a real passion for the Makeup Industry and if I could land myself in a role which enhances my
learning and passion for this I would take the opportunity tomorrow. Following my week course at The
Makeup School in London now I am qualified I have taken it upon me to build a portfolio in which will
hopefully enable me to get a step closer to my dream role and goal.
Work Experience
April and June 2011
I actively secured two work experience placements for Easter and Summer (each one week) working with
Gallaghers Insurance Brokers and Talbot Underwriting. My main duties were shadowing and liaising
with the Brokers and underwriters and gaining a general understanding of the processes involved and
what they do. I was able to watch the broking process within the Lloyds boxes when sat shadowing the
underwriters which gave me a real, broad understanding of both their roles. General duties of answering
calls, processing emails and a minute amount of photocopying were carried out.
August 2011-November 2011
I worked alongside a number of insurance companies including Canopius, Britt, Ascot,Arch and
another syndicate called Barbican. Through this opportunity I have gained a wider knowledge of the
underwriting procedures and how the different syndicates work.
Career History
Towergate Financial November 2014 – current
Bordereaux Analyst
 Work within the Finance team with the Finance Director & Finance Business Partner
 Produce ALL Towergate Bordereaux for TUFR, TUE, etc on a monthly basis
 Prepare month end payment summaries for Accounts payable & Maidstone to match their
reporting.
 Produce Bank Transfer Forms which is built from severalexcel sheets (range of
formulae/pivots/SUMIF) to complete sufficient checks to get sign of from the Finance Manager.
 Produce Lead Indicators – budgeting and income on a weekly basis.
Alsford, Page and Gems September 2013 – November 2014
Broker Back up / Technician / Claims Broker
Supporting Two Brokers on North American Business;
 Produce and process Slips, Endorsements, Policy Schedules, Debit Notes & Credit Notes
 Running monthly Bordereau for a number of accounts
 Creation of forms/spreadsheets/bordereaux – Use of Word & Excel
 Maintaining their databases,including a physical and electronic filing
 Attend Lloyds with Broker and shadow the process (front end meeting Clients, Getting New
Business)
 Meet Clients, (one big Client been Marketform) where I have attended Client Events after work
& during work lunches with my Boss & Clients.
 Maintaining Claims using ECF/CLASS system – Take Claims to the Underwriters which need to
be agreed or signed of and agreed in person or on hardcopy. Documentation such as the ‘LCCF’
(Lloyds Claims Correspondence Form) and POL (Proof of Loss) are common claims documents.
 Handling Claims from first notification through to settlement
 Binder Authority Administrator – Renewals, Manage Brokers binders eg. Limits, Maintain Aggs
etc.
 Processing of Claims Bordereaux onto ECF for Underwriters' and Exchanings agreement
 Organisation Skills – Book Brokers lunches
REED Recruitment Company March 2013 – September 2013
Recruitment Consultant
 Negotiating pay and salary rates and finalising arrangements between Client and Candidates
 Using sales, business development, marketing techniques and networking in order to attract
business from Client Companies
 Building relationships with Clients
 Developing a good understanding of Client companies, their Industry, what they do and their
work environment
 Using social media to advertise positions, attract Candidates and build relationships with
Candidates and employers
 Headhunting - identifying and approaching suitable Candidates who may already be in work
 Preparing CVs and correspondence to forward Clients in respect of suitable Candidates
 Briefing the Candidate about the responsibilities, salary and benefits of the job
 Receiving and reviewing applications, managing Interviews and creating a shortlist of Candidates
Reason Left: Small target market so very competitive, Jobs I was working were very low paid (therefore
unattractive & unable to fill roles, which led to unachievable targets,V high pressure & cut throat
recruitment.
Lockton Reinsurance Company Nov 2011 – Jan 2013
Administrator & PA/Account Handler
 Liasing with Brokers
 Working on Accounts with brokers – EL/Product Recall/Quota Share/Excess of Loss
 Creating RCDs,Cover Notes and Endorsements etc. for Slip Processing
 Keeping track of emailing clients from different markets regarding conferences
 Organising Conferences & Conference calls
 Admin – Binding, Scanning etc.
 PA role - Booking meeting rooms & setting them up for Clients / Book brokers Flights, Hotels &
print off Itinerary’s / Book and Register Brokers for Events and Seminars / Organise Monthly
team nights out (50-60 of us)
 Go with other PA – attend hotels for Tasting Menus, look at Venues for possible Venues when
needed for our Brokers for Client Meetings or Entertatining
Reason Left: No opportunities to get more Client Facing or push to next level. Very mundane &
reinsurance was very number crunching, unlike direct insurance I saw during work experience.
Karen Millen (Aurora Group) Sept 2009 to Nov 2011
Sales Assistant
1 Providing consumers with a pleasurable shopping experience
2 Attending to all customer service needs
3 Carrying out company procedures such as stock taking and sales merchandising
4 Working towards and exceeding sales targets on each shift
5 Responsibility heavily involves ‘face to face’ interaction and selling along with a dedication and
awareness to manage the section when left to my own devices on sale days or late night shopping.
6 Making outbound calls from a client list to maximise revenue during sales or promotions
Waitressing Sept 2008 to Sept 2009
Call Centre Role- SAS Fire & Security Systems July 2008 to Aug 2008
1 Valuable information about the company and product is routed to appropriate people.
2 Understand the impact of attitude in handling calls professionally.
3 Effectively deal with job stress,angry callers, and upset customers.
4 Identify voice skills and how to enhance a good telephone presentation.
5 Support and provide superior service via phones, e-mails and faxes as a receiver
Interests and hobbies
In my spare time I like to socialise with friends and work colleagues and enjoy going to new locations.
Education
2 A Levels
Media Studies B
Art C
10 GCSEs
Mathematics B Business Studies C
English Language B Applied Art AA
English Literature B Religious Studies B
Science (Double Award) DD
Food Technology A Reference Available on request

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Chelsey McCanlis CV

  • 1. Chelsey Jessica McCanlis CV Maidstone, Kent 07808398709 Chelsmccanlis@hotmail.com Personal Profile I am punctual, hardworking, quick to learn and driven to succeed in life. I enjoy working as part of a team or individually and take pleasure in stepping outside my comfort zone in order to achieve my goals. I can adapt to different scenarios and feel confident when dealing with members of the public, have a strong sense of customer service and apply this to all areas of my work. I seek an innovative challenge in which I can dedicate my efforts and specialised skills obtained through education. I have a real passion for the Makeup Industry and if I could land myself in a role which enhances my learning and passion for this I would take the opportunity tomorrow. Following my week course at The Makeup School in London now I am qualified I have taken it upon me to build a portfolio in which will hopefully enable me to get a step closer to my dream role and goal. Work Experience April and June 2011 I actively secured two work experience placements for Easter and Summer (each one week) working with Gallaghers Insurance Brokers and Talbot Underwriting. My main duties were shadowing and liaising with the Brokers and underwriters and gaining a general understanding of the processes involved and what they do. I was able to watch the broking process within the Lloyds boxes when sat shadowing the underwriters which gave me a real, broad understanding of both their roles. General duties of answering calls, processing emails and a minute amount of photocopying were carried out. August 2011-November 2011 I worked alongside a number of insurance companies including Canopius, Britt, Ascot,Arch and another syndicate called Barbican. Through this opportunity I have gained a wider knowledge of the underwriting procedures and how the different syndicates work. Career History Towergate Financial November 2014 – current Bordereaux Analyst  Work within the Finance team with the Finance Director & Finance Business Partner  Produce ALL Towergate Bordereaux for TUFR, TUE, etc on a monthly basis  Prepare month end payment summaries for Accounts payable & Maidstone to match their reporting.  Produce Bank Transfer Forms which is built from severalexcel sheets (range of formulae/pivots/SUMIF) to complete sufficient checks to get sign of from the Finance Manager.  Produce Lead Indicators – budgeting and income on a weekly basis.
  • 2. Alsford, Page and Gems September 2013 – November 2014 Broker Back up / Technician / Claims Broker Supporting Two Brokers on North American Business;  Produce and process Slips, Endorsements, Policy Schedules, Debit Notes & Credit Notes  Running monthly Bordereau for a number of accounts  Creation of forms/spreadsheets/bordereaux – Use of Word & Excel  Maintaining their databases,including a physical and electronic filing  Attend Lloyds with Broker and shadow the process (front end meeting Clients, Getting New Business)  Meet Clients, (one big Client been Marketform) where I have attended Client Events after work & during work lunches with my Boss & Clients.  Maintaining Claims using ECF/CLASS system – Take Claims to the Underwriters which need to be agreed or signed of and agreed in person or on hardcopy. Documentation such as the ‘LCCF’ (Lloyds Claims Correspondence Form) and POL (Proof of Loss) are common claims documents.  Handling Claims from first notification through to settlement  Binder Authority Administrator – Renewals, Manage Brokers binders eg. Limits, Maintain Aggs etc.  Processing of Claims Bordereaux onto ECF for Underwriters' and Exchanings agreement  Organisation Skills – Book Brokers lunches REED Recruitment Company March 2013 – September 2013 Recruitment Consultant  Negotiating pay and salary rates and finalising arrangements between Client and Candidates  Using sales, business development, marketing techniques and networking in order to attract business from Client Companies  Building relationships with Clients  Developing a good understanding of Client companies, their Industry, what they do and their work environment  Using social media to advertise positions, attract Candidates and build relationships with Candidates and employers  Headhunting - identifying and approaching suitable Candidates who may already be in work  Preparing CVs and correspondence to forward Clients in respect of suitable Candidates  Briefing the Candidate about the responsibilities, salary and benefits of the job  Receiving and reviewing applications, managing Interviews and creating a shortlist of Candidates
  • 3. Reason Left: Small target market so very competitive, Jobs I was working were very low paid (therefore unattractive & unable to fill roles, which led to unachievable targets,V high pressure & cut throat recruitment. Lockton Reinsurance Company Nov 2011 – Jan 2013 Administrator & PA/Account Handler  Liasing with Brokers  Working on Accounts with brokers – EL/Product Recall/Quota Share/Excess of Loss  Creating RCDs,Cover Notes and Endorsements etc. for Slip Processing  Keeping track of emailing clients from different markets regarding conferences  Organising Conferences & Conference calls  Admin – Binding, Scanning etc.  PA role - Booking meeting rooms & setting them up for Clients / Book brokers Flights, Hotels & print off Itinerary’s / Book and Register Brokers for Events and Seminars / Organise Monthly team nights out (50-60 of us)  Go with other PA – attend hotels for Tasting Menus, look at Venues for possible Venues when needed for our Brokers for Client Meetings or Entertatining Reason Left: No opportunities to get more Client Facing or push to next level. Very mundane & reinsurance was very number crunching, unlike direct insurance I saw during work experience. Karen Millen (Aurora Group) Sept 2009 to Nov 2011 Sales Assistant 1 Providing consumers with a pleasurable shopping experience 2 Attending to all customer service needs 3 Carrying out company procedures such as stock taking and sales merchandising 4 Working towards and exceeding sales targets on each shift 5 Responsibility heavily involves ‘face to face’ interaction and selling along with a dedication and awareness to manage the section when left to my own devices on sale days or late night shopping. 6 Making outbound calls from a client list to maximise revenue during sales or promotions Waitressing Sept 2008 to Sept 2009 Call Centre Role- SAS Fire & Security Systems July 2008 to Aug 2008 1 Valuable information about the company and product is routed to appropriate people. 2 Understand the impact of attitude in handling calls professionally. 3 Effectively deal with job stress,angry callers, and upset customers. 4 Identify voice skills and how to enhance a good telephone presentation. 5 Support and provide superior service via phones, e-mails and faxes as a receiver Interests and hobbies In my spare time I like to socialise with friends and work colleagues and enjoy going to new locations.
  • 4. Education 2 A Levels Media Studies B Art C 10 GCSEs Mathematics B Business Studies C English Language B Applied Art AA English Literature B Religious Studies B Science (Double Award) DD Food Technology A Reference Available on request