Stacy Davolls
Murla,Alicante
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Hardworking and passionate about business success and customer needs. Methodical with attention to detail and strong software skills.
Experienced in office environments and adaptable to changing policies, procedures and requirements. Seeks opportunities to improve workflows and eliminate recurring problems.
Overview
7
7
years of professional experience
Work History
Managed Services Agent
Smart Pension
08.2021 - Current
- Managing company pension schemes on the clients behalf to ensure theyare compliant
- Invoicing through NetSuite and monitoring bank payments.
Technical Overseer
Smart Pension
03.2019 - 07.2021
- Taking direction from the Team Manager and organising/supporting the, Support Team to ensure task completion
- Analysing data via excel and Google sheets, raising technical tickets through Freshdesk for engineers to rectify platform issues
- Assisting the Team Manager in updating standard operating procedures.
Adviser Support Agent
Smart Pension
08.2016 - 03.2019
- Assisting advisers with Autoenrolment queries for UK based companies viaphone and email
- Trouble shooting platform issues and investigatingpayroll files to ensure client accounts are compliant with The Pension
- Regulator requirements.
Education
CF1 - Foundation in UK Financial Services, Regulation and Ethics
Chartered Insurance Institute
01.2019 - 03.2019
FA2 - Pension Administration, develops understanding of different pension types and how they operate
Chartered Insurance Institute
12.2019 - 02.2020
Yellow Belt - Developing problem solving skills and how to improve processes
Lean Six Sigma
04.2022 - 05.2022
NVQ Level 2 - Customer Service
OCR
NVQ Level 2 - Business Administration
OCR
Bachelor of Science - Biology
Open University
10.2023 -
Skills
- Proficient in G-Suite
- Proficient in Microsoft office
- Experience with CRM's
- Salesforce
- NICE phone system
- Slack
- Outlook
- Tableau
- Freshdesk
Timeline
Bachelor of Science - Biology
Open University
10.2023 -
Yellow Belt - Developing problem solving skills and how to improve processes
Lean Six Sigma
04.2022 - 05.2022
Managed Services Agent
Smart Pension
08.2021 - Current
FA2 - Pension Administration, develops understanding of different pension types and how they operate
Chartered Insurance Institute
12.2019 - 02.2020
Technical Overseer
Smart Pension
03.2019 - 07.2021
CF1 - Foundation in UK Financial Services, Regulation and Ethics
Chartered Insurance Institute
01.2019 - 03.2019
Adviser Support Agent
Smart Pension
08.2016 - 03.2019
NVQ Level 2 - Customer Service
OCR
NVQ Level 2 - Business Administration
OCR
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