Adviser Support Team

Meet your Adviser Support Team

We pride ourselves on our award-winning personal service to both our Members and financial professionals. We don’t have a ‘call centre’. We think you’ll prefer the more personal approach – and higher level of service – from our dedicated Adviser Support Team. They’ll pull out all the stops for you.

And here they are…

Intermediary Sales Team

Susie, Head of Sales

'I work closely with the Commercial Director in the planning, development and delivery of the Society’s sales strategy. Leading the Intermediary Sales Team to deliver excellent service and sales support to the Financial Advisers who place business with us.

My passion is about success and ensuring my people succeed by developing them to be the very best they can be in their job roles.'

My Likes...

'I love travelling to faraway places and learning about different cultures, and have previously spent a month in Thailand and a month in Sri Lanka and Malaysia travelling and holidaying to The Maldives and Barbados. I take a big interest in what is happening in the housing market, having undertaken a few property development projects of my own in the past. We are surrounded by good food suppliers and fab restaurants and pubs in the Cotswolds; I love to eat good food and I like to cook it! My husband and two young children tend to keep me busy at weekends, we enjoy utilising the beautiful area we live in and spend most weekends at the award winning Stroud Farmers Market and we go for lots of kite flying sessions followed usually by a locally made ice-cream on Minchinhampton Common.'

If I could meet someone famous, it would be...

'I would love to have met Sir Winston Churchill, my Grandfather was his Special Constabulary policeman in Westerham Kent. I have a collection of photos of them together.
If there was ever a leader who inspired me, it would be him, one of the greatest men ever.'

Paul, Key Account Manager

Having been at the Society for over 12 years in a variety of sales roles both face to face and telephone based roles, I am delighted to be undertaking the new role of Key Account Manager.

I am responsible for ensuring that our Key Accounts receive the ongoing level of support that they need and offering ongoing training where required.

Having seen first-hand within my own family the importance of income protection, I am passionate about getting the message out there about how valuable this type of insurance can be. Between us let’s try and reverse the ratio of people insuring their pets rather than their own income!

I am also on the lookout for other Key Account opportunities to add to our already well-established and growing list, so if you would like to discuss what we have to offer please do get in touch!   

My Likes…

As the years keep rolling on, my main focus outside of work revolves around keeping as fit and active as possible. I regularly go to the gym with my eldest son, who keeps me on my toes! My other interests include Martial Arts, which I’ve been doing for the past seven years.

If I could meet somebody famous, it would be…

‘If I could meet somebody famous it would be David Beckham. He has been a great ambassador for kids and football over the years!’

 Vicki, Key Account Manager Support

‘My Job is contacting Financial Advisers, by telephone, to introduce and promote income protection through Cirencester Friendly and our contracts,the intention being to establish a strong relationship between the Society and the advisers. My background in customer service and extensive product knowledge mean that providing a link between the advisers and the Society is a role I enjoy.’

My Likes...

‘I like spending time with my family, eating out and holidays!’

If I could meet someone famous, it would be...

‘Barak Obama as he seems to be a caring, charismatic man.’

Jessica, Account Manager

‘I have been with the Society 6 years now. My background is Customer Service and my previous role was a Senior Customer Service Assistant. I am thrilled to have a new challenge and focus. It is a very busy time for the Society after releasing our new product My Earnings Insurance.

My role as an Account Manager involves working closely with Paul Shepherd as a first point of contact for new and existing advisers. I can provide knowledge and support regarding our fantastic income protection products and assist with any queries that you may have.’

My likes...

‘I enjoy keeping fit, shopping, good food and socialising with friends and family’

Caroline, Account Manager

I started my career working for Cirencester Friendly in the Customer Care Team. I then met and followed my now husband to beautiful Yorkshire and worked in the Events Industry, where I looked after corporate clients and worked closely with suppliers. I am excited to be back at Cirencester Friendly working as part of the Sales Team as an Account Manager, I am very passionate about building strong relationships and looking forward to this new challenge. 

My Likes...

I am a massive foodie and love eating out (although a terrible cook) and love trying new restaurants, travelling also ties in to this as I adore seeing new places and trying new cuisine, I have a list of places I want to visit. We live in a beautiful part of the world and enjoy a good walk round the Cotswolds.

I also love the theatre, music and live comedy, a little bit of shopping and a piece of cake never goes a miss.

If I could meet someone famous, it would be...

I have a real thing about the fifties style and era so would have to say actress and singer Marilyn Monroe. 

Customer Care Team

Michelle, Head of Customer Care

‘I am directly responsible for leading and motivating the Customer Care Team who are the first port of call for our Members, potential Members and Advisers contacting the Society for help and advice.

I am excited to be working at the Society focusing on developing and implementing a strategy to continuously improve and advance customer service further. I am passionate about ensuring we provide excellent customer service and developing it further to ensure it is the right level of communication with the ever changing needs and demands of customers and the market.’

My likes...

‘I love spending time with my family (I have 2 young boys) and having fun travelling to new places whether overseas or in the UK and trying new activities. I also enjoy reading, running and watching films. I spend any free time I have volunteering and I am a Governor at my children’s primary school, focused on budget management and fund raising. I can easily be found at school fayres cooking and feeding visitors!’

If I could meet someone famous, it would be...

‘Queen Victoria! I am fascinated by the historic period and an evolving time with new discoveries and industrial changes whilst providing strong leadership and remaining dedicated to her family!’

Lisa, Senior Financial Services Administrator

‘My role as a Senior Financial Services Administrator is to support the Head of Customer Care and act as support to the other members of the team.

I also train all new members of staff in the team. Alongside this I also deal with producing quotations, literature requests, and updating Members’ and Advisers’ details. 

It is a motivating role as it enables me to do a variety of different things.’

My Likes…

‘I enjoy spending time with my son, friends and family.’

If I could meet someone famous, it would be…

‘Mary King – She is my inspiration with her 3 day eventing.'

Jo, Financial Services Administrator

‘I am part of the Customer Care Team in the Society. I deal with queries from Advisers and Members regarding our contracts and products, producing illustrations and updating Member’s and Advisers details on our system.’

My Likes…

‘I enjoy spending time with my husband and friends, going for hikes and getting lost in a good book or film.’

If I could meet someone famous, it would be…

‘Simon Pegg or Miranda Hart as I love their sense of humour.'

 

 

Eryn, Financial Services Administrator

As part of the Customer Care Team, my role is to support our Members and Financial Advisers. I am learning something new every day and I am currently producing quotations for our products, literature requests, and updating Members’ and Advisers’ details on our systems.

Your likes?

'I enjoy eating at Nando’s, watching films at the cinema, buying makeup and practising different looks and spending time with my friends.'

If I could meet someone famous, it would be

'Mary Berry, as I love cake and the Great British Bake Off is not the same without her.'