Daniel Hill
@danielhill3
I streamline business operations through accurate administration, CRM management, and client coordination.
What I'm looking for
I've supported property, finance, insurance, telecommunications, and customer-service operations at Legacy Investment Consultancy, Alliance Investments, Skybound Wealth Management, and Holborn Assets. I manage client records, contracts, correspondence, compliance reporting, scheduling, and virtual meetings to keep teams and stakeholders aligned.
With over 15 years of experience, I bring organized, detail-oriented support across CRM systems, document preparation, data tracking, customer care, and remote communication. I've also coordinated fibre installation appointments, insurance documentation, inventory, supplier relationships, and sales processes while maintaining a strong focus on accuracy and service.
Experience
Work history, roles, and key accomplishments
Business Development Manager
Legacy Investment Consultancy
Jul 2023 - May 2026 (2 years 10 months)
Provided administrative coordination for international property transactions, including document management and client communication. Maintained accurate client records within CRM systems and prepared weekly performance and compliance reports.
Business Development
Alliance Investments Ltd
Jul 2021 - May 2023 (1 year 10 months)
Managed client files, contracts, and sales documentation with high attention to detail and compliance. Assisted in onboarding new clients, preparing documentation, and tracking project updates.
Business Development & Customer Care
Skybound Wealth Management
Nov 2020 - Jul 2021 (8 months)
Supported the advisory team by maintaining accurate client databases and correspondence logs. Organized virtual meetings, managed calendars, and prepared client summary reports.
Business Development Manager
Holborn Assets
Nov 2018 - Mar 2020 (1 year 4 months)
Handled internal communications, data entry, and document filing for the business development department. Coordinated meetings, prepared presentation materials, and tracked project deliverables.
Gigabit Fibre Operations SDU & Enterprise Coordinator
Jersey Telecoms
Aug 2017 - Mar 2018 (7 months)
Scheduled and tracked fibre installation appointments for enterprise clients. Maintained project logs and liaised between technical teams and customers to ensure smooth operations.
Insurance Advisor
Islands Insurance Group
Jan 2017 - Aug 2017 (7 months)
Processed customer documents, coordinated with underwriters, and updated policy data in CRM systems. Provided administrative support for quotations, renewals, and claims.
Sales & Customer Service Manager
PBS Group
Sep 2013 - Jan 2017 (3 years 4 months)
Managed inventory and liaised with suppliers to ensure timely delivery of products. Conducted product analysis and market research to meet customer demands.
Sales & Customer Service
Cartridge World
Aug 2011 - Sep 2013 (2 years 1 month)
Built the company's profile and managed client relationships, ensuring repeat business. Conducted market research to stay competitive and meet customer needs.
Telesales / Customer Support Agent
IJT Direct
Aug 2009 - Jul 2011 (1 year 11 months)
Sold office solutions and provided aftercare services to customers, ensuring a positive customer experience. Handled customer inquiries and resolved issues promptly.
Education
Degrees, certifications, and relevant coursework
St. Pauls Roman Catholic School
GCSE, General Education
Attained 7 GCSEs including Double English and Maths.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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