Insurance Helpdesk Advisor

2 weeks ago

Glasgow, Glasgow City, United Kingdom Connections Recruitment Full time
Job Description

We are seeking a proactive Protection Insurance Helpdesk Advisor (non-sales) to assist brokers and advisers by providing guidance on eligibility criteria and policy suitability. This role requires a customer-focused individual with a strong understanding of protection insurance products, ensuring that brokers receive accurate technical support to help their clients secure the right coverage.
 
Key Responsibilities:

  • Provide inbound support to members, utilizing your knowledge of protection products, providers, quoting portals, research tools, underwriting, and both new and existing business processes.
  • Ensure advisers receive accurate and timely information while assisting in process improvements that align with business needs.
  • Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximize sales opportunities while upholding ethical standards.
  • Build and maintain strong working relationships with key stakeholders, sharing insights that benefit both members and business objectives.
  • Provide coverage and support for team members as needed to achieve shared service goals.
  • Take on additional duties as required to meet departmental and organizational objectives.
Key Skills and Competencies:
  • Proven background in delivering exceptional customer service and managing client relationships.
  • Strong problem-solving skills, along with an investigative and ethical approach to handling client needs and compliance requirements.
  • Ability to quickly adapt to new procedures, contribute to a team environment, and proactively suggest improvements that benefit customer outcomes.
  • Awareness of operational and regulatory risks, with the ability to identify potential impacts on the business and take steps to mitigate them.
Benefits:
  • Ongoing education and certifications, including R05, Cert CII, DipFA, and CeMAP.
  • Life Assurance (8 times salary).
  • 7% Employer Pension.
  • 5 days holiday (+ bank holidays).
  • Option to purchase additional holiday days.
  • Car leasing scheme.
  • Social events and staff development opportunities.
  • Starting salary: £25,500, increasing to £32,500 (base salary, no commission).
  • Fully remote or 50% office-based options available.

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