Protection Advisor/Administrator

Premier Jobs UK Ltd; Borehamwood; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

5% completion fee on administered

Up to 15% commission on advised cases

All leads provided internally

Hybrid working

Office onboarding three days a week

Job summary

Premier Jobs UK Ltd invites applications for a role combining protection administration and advisory work. You’ll pick up warm protection leads from six Mortgage Advisers, advise on Life Insurance, Critical Illness, Income Protection and Business Protection, and manage cases to completion.

Initially office-based in Borehamwood, the role offers a basic salary of £25,000–£30,000 with a 5% completion fee and up to 15% commission on advised cases, plus internal leads and hybrid flexibility as you

Qualifications

• Experience arranging protection policies is essential.
• Experience in a high-volume environment such as a protection or insurance call centre is advantageous.
• Strong communication skills with clients from diverse backgrounds.
• Organisation skills to manage multiple cases at different stages.

Responsibilities

• Handling warm protection leads generated internally by the Mortgage Adviser team
• Advising clients on Life Insurance, Critical Illness, Income Protection and Business Protection
• Managing protection applications from submission through to completion
• Liaising with providers, underwriters and clients to keep cases progressing
• Maintaining accurate and compliant records throughout the customer journey
• Providing a high level of customer service and support throughout the process

Skills

Protection product knowledge

Telephone handling

Multitasking

High-volume environment

Job description

This is a great opportunity for someone with protection experience looking for a role that combines both administration and advice. You'll be supporting a busy team of Mortgage Advisers, handling warm protection leads generated internally and helping clients with their Life Insurance, Critical Illness, Income Protection and Business Protection needs.

With all leads provided, this role offers the chance to build strong earnings while working within a supportive and established financial services business.

The Role

You’ll be responsible for picking up warm referrals from six Mortgage Advisers and managing clients through the protection journey from start to finish. This will include providing advice where appropriate, processing applications and ensuring cases progress smoothly through to completion.

Responsibilities

• Handling warm protection leads generated internally by the Mortgage Adviser team
• Advising clients on Life Insurance, Critical Illness, Income Protection and Business Protection
• Managing protection applications from submission through to completion
• Liaising with providers, underwriters and clients to keep cases progressing
• Maintaining accurate and compliant records throughout the customer journey
• Providing a high level of customer service and support throughout the process

Requirements

• Previous experience arranging protection policies is essential
• Experience working in a high-volume environment, such as a protection or insurance call centre, would be advantageous
• Strong telephone manner and confidence speaking with clients from all backgrounds
• Good knowledge of Life, Critical Illness, Income Protection and Business Protection products
• Organised with the ability to manage multiple cases at different stages

The Company

You’ll be joining an established financial services business where the mortgage and protection teams work closely together. The business has a strong referral network, providing a steady stream of warm opportunities and excellent earning potential.

Benefits

• Basic salary of 25,000 - 30,000 depending on experience
• 5% completion fee on administered cases
• Up to 15% commission on advised cases
• All leads provided internally
• Initially office-based for a minimum of three days per week during onboarding and training
• Flexibility for hybrid working once established within the role

Location

Candidates should be within a reasonable distance of Borehamwood.