Small Quotes Assessor

2 weeks ago


Bristol, United Kingdom Canada Life Full time

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

**Job Summary**

The profitable acquisition and retention of Group Life, Group Income Protection and Group Critical Illness schemes, ensuring the appropriate underwriting metrics and guidelines are adhered to, and quotations issued are in line with the Group strategy.

**What You'll Do**
- Assessment and evaluation of sub-100 life corporate risks. Using set rules of allowable
- adjustments and personal judgement in order to process quotations in line with agreed company and customer service standards.
- Resolving customer queries and problems in a timely and efficient manner. Identifying any customer notification of dissatisfaction and recording in line with the Regulatory complaint company process.
- Negotiation of Canada Life’s rates and terms with IFA's in order to improve our competitive position and maximise our opportunity to write and retain business.
- As a member of the team, participate in the continuous review and improvement of the department’s processes and procedures to ensure the provision of timely, accurate and efficient levels of service.

**Who You Are**
- Good problem solving and analytical skills.
- Attention to detail in order to appropriately assess risk.
- Ability to work in a customer deadline driven environment.
- Knowledge to handle sensitive data appropriately.
- Good Excel and data manipulation skills.
- Ability to work as part of a team towards shared targets.
- Excellent communication skills to support internal and external customers.

**What you’ll like about working here**

As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You’ll also receive the support you need with your personal and professional development.

**Diversity and inclusion**

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you



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