Sales Quality Analyst (PMI)

Brown & Brown (Previously Premier Choice Healthcare); West Midlands Combined Authority; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A dynamic role as a Sales Quality Analyst at a reputed compliance team in Bournemouth. The position focuses on ensuring sales processes adhere to compliance standards while providing training and feedback to advisers and maintaining customer satisfaction. With negotiable salary and benefits including professional qualifications funding and a supportive work environment, this role seeks a candidate with relevant monitoring or analysis experience, ready for hybrid working arrangements post-probation.

Benefits

Pension

Group Life Assurance

Individual Private Medical

Professional qualification funding

Qualifications

• Previous compliance, call monitoring or sales quality analysis experience is required, ideally from an insurance background.

Responsibilities

• Monitoring and assessing advisers via file checking and call listening and identifying any training needs.
• Provide feedback and training where required.
• Work with the Compliance team and support the T&C scheme.
• Assist in monitoring and reporting results of the PCH T&C scheme.
• Ensure the fair treatment of customers and their best interests is core to the business.
• Compile and present reports, MI and statistics to the Compliance & Conduct Manager.
• Advise and keep the Compliance & Conduct Manager updated on compliance performance.

Skills

Compliance monitoring

Sales quality analysis

Call monitoring

Feedback provision

Job description

Sales Quality Analyst (PMI)

Location: Bournemouth (Remote working available if desired)

Package: £Negotiable + Benefits

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.