Insurance Advisor
3 weeks ago
**About us**
At Gateway Financial Group Ltd, we are looking to add an experienced Protection Only Adviser to work alongside our team of mortgage advisers.
All leads provided.
Gateway Financial Group are seeking a Protection Only Adviser to join their established team based in Edinburgh's Southside Working together with experienced Mortgage Advisers, you will provide superb yet varied services to our many customers.
Your Role:
- Working in partnership with our Account Executives, to deliver the needs of your clients. First class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
- Ensure client details are recorded accurately and entered onto our CRM systems quickly; this allows us to keep all client records accurate for audit purposes.
- Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
- Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
- Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
Your Skills, Experience and Qualifications:
- Previous experience working within a mortgage brokerage with the relevant qualifications. CII or CeMap certified.
- Previous experience in the mortgage and insurance industry is crucial.
- Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members
- Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
**Benefits**:
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Work Location: One location
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