Protection Advisor & Administrator — Hybrid, All Leads Provided

Confidential; Borehamwood; Híbrido; GBP 25.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

5% completion fee on administered case

Up to 15% commission on advised cases

All leads provided internally

Office-based onboarding (minimum 3 d/w

Hybrid working after onboarding

Descripción de la vacante

Confidential is a well-established financial services business seeking a Protection Administration Adviser to support a busy team near Borehamwood. You will handle warm referrals and guide clients through the protection journey from start to finish.

You’ll work with six Mortgage Advisers, providing advice on Life Insurance, Critical Illness, Income Protection and Business Protection, while processing applications and ensuring cases progress to completion. Hybrid working post onboarding.

Formación

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

Responsabilidades

• 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

Conocimientos

Telephone manner

Protection policies experience

Organised

High-volume environment

Client communication

Descripción del empleo

Confidential is a well-established financial services business seeking a Protection Administration Adviser to support a busy team near Borehamwood. You will handle warm referrals and guide clients through the protection journey from start to finish.

You’ll work with six Mortgage Advisers, providing advice on Life Insurance, Critical Illness, Income Protection and Business Protection, while processing applications and ensuring cases progress to completion. Hybrid working post onboarding.