Sales Quality Analyst (PMI)

JR United Kingdom; Bournemouth; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading company in the insurance sector is seeking a Sales Quality Analyst to join their Compliance team in Bournemouth. The role involves monitoring advisers, ensuring compliance with regulations, and providing feedback to enhance performance. The position offers a hybrid working option and opportunities for professional development.

Benefits

Pension

Group Life Assurance

Individual Private Medical

Professional qualifications funding post probation

Qualifications

• Experience in compliance, call monitoring, or sales quality analysis required.
• Ideally from an insurance background.

Responsibilities

• Monitor and assess advisers via file checking and call listening.
• Provide feedback and training where required.
• Compile and present reports to the Compliance & Conduct Manager.

Skills

Compliance monitoring

Sales quality analysis

Feedback provision

Job description

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Sales Quality Analyst (PMI), Bournemouth

Client: Brown & Brown (Previously Premier Choice Healthcare)

Location: Bournemouth, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 1

Posted: 25.05.2025

Expiry Date: 09.07.2025

Job Description:

Sales Quality Analyst (PMI)

Location: Bournemouth (Remote working available if desired)

Brown & Brown Employee Benefits are eagerly looking to recruit a Sales Quality Analyst to join our Compliance team.

The main function of the role is to complete, record and provide feedback to advisers in relation to file reviews. You will work closely with the sales team to ensure that all their processes are in line with requirements and provide good customer outcomes.

In addition to reviewing files, in accordance with the PCH T&C scheme, you will be responsible for assisting with monitoring employees’ adherence to required training & competency requirements, providing detailed management information to the Compliance & Conduct Manager as well as feeding performance back to all advisers.

The Rewards:

• A wonderful office environment where you can learn and develop, with an incredibly friendly team who love looking after their clients needs.
• A £Negotiable basic salary + Bonus and all the normal benefits you’d expect – Pension, Group Life Assurance, Individual Private Medical and the option to flex other options in post probation
• Hybrid working on offer if desired
• An organisation that wants to invest in the team, so post probation the option of studying for professional qualifications (including funding).

Duties will include:

• Monitoring and assessing advisers via file checking and call listening and identify any training needs
• Provide feedback and training where required
• Work with the Compliance team and support the T&C scheme
• Assist in the monitoring and reporting results of the PCH T&C scheme
• Ensure the fair treatment of customers and their best interests is core to the activity of the business at all times
• Compile and present reports, MI and statistics to the Compliance & Conduct Manager in appropriate style and manner and within required timescales.
• Advise and keep up to date the Compliance & Conduct Manager on all matters relating to compliance performance by the sales team
• Provide clear and objective feedback, recognising achievements and providing constructive suggestions and encouragement for improvements
• Maintain detailed records

Previous compliance, call monitoring or sales quality analysis experience is required to be considered for this role, ideally from an insurance background.

For more information please apply online or contact Dan Hurley.