Shawn Jonas
About Shawn Jonas
Shawn Jonas is a Customer Service Advisor at Legal & General in Birmingham, UK, where he manages telephone inquiries and customer complaints related to household policies. He has a background in customer service and management, having previously worked at Marks and Spencer and BNP Paribas Personal Finance UK.
Work at Legal & General
Shawn Jonas has been employed as a Customer Service Advisor at Legal & General since 2018. In this role, he handles in-depth telephone inquiries and standard complaints related to household policies. He ensures that policy coverage and differences are clearly explained to customers. Shawn also processes policy transfers, alterations, cancellations, and sets up new Direct Debits, contributing to high customer satisfaction. He ensures compliance with the Financial Conduct Authority (FCA)-defined customer outcomes and Legal & General's customer experience and Treating Customers Fairly (TCF) policy.
Previous Experience
Before joining Legal & General, Shawn worked at BNP Paribas Personal Finance UK as a Customer Service Coordinator from 2016 to 2018. His responsibilities included managing customer inquiries and ensuring effective communication regarding financial products. Prior to that, he served as a Section Coordinator/Duty Manager at Marks and Spencer from 2013 to 2016, where he worked in Perry Barr Birmingham and Boundary Mills Walsall. In this position, he was responsible for overseeing store operations and customer service.
Education and Expertise
Shawn studied at York College, where he achieved a degree in Business Administration and Management from 2003 to 2008. This educational background has equipped him with essential skills in customer service and management, which he applies in his current role at Legal & General. His expertise includes handling customer inquiries, managing accounts, and ensuring compliance with industry regulations.
Team Contribution
In his role at Legal & General, Shawn contributes to a highly motivated and efficient team ethos. He offers support and advice to team members, fostering a collaborative work environment. His commitment to teamwork enhances the overall performance of the customer service department, ensuring that customer needs are met effectively.
Customer Account Management
Shawn ensures that customer accounts are up to date by understanding and explaining accounting history. He deals with related problems, providing clarity and support to customers regarding their policies. This attention to detail and customer-focused approach is integral to maintaining customer satisfaction in his role.