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
2021.08 - Current
- Managing company pension schemes on the clients behalf to ensure theyare compliant
- Invoicing through NetSuite and monitoring bank payments.
Technical Overseer
Smart Pension
2019.03 - 2021.07
- 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
2016.08 - 2019.03
- 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
2019.01 - 2019.03
FA2 - Pension Administration, develops understanding of different pension types and how they operate
Chartered Insurance Institute
2019.12 - 2020.02
Yellow Belt - Developing problem solving skills and how to improve processes
Lean Six Sigma
2022.04 - 2022.05
NVQ Level 2 - Customer Service
OCR
NVQ Level 2 - Business Administration
OCR
Bachelor of Science - Biology
Open University
2023.10 -
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
2023.10 -
Yellow Belt - Developing problem solving skills and how to improve processes
Lean Six Sigma
2022.04 - 2022.05
Managed Services Agent
Smart Pension
2021.08 - Current
FA2 - Pension Administration, develops understanding of different pension types and how they operate
Chartered Insurance Institute
2019.12 - 2020.02
Technical Overseer
Smart Pension
2019.03 - 2021.07
CF1 - Foundation in UK Financial Services, Regulation and Ethics
Chartered Insurance Institute
2019.01 - 2019.03
Adviser Support Agent
Smart Pension
2016.08 - 2019.03
NVQ Level 2 - Customer Service
OCR
NVQ Level 2 - Business Administration
OCR