Processing Consultant

3 weeks ago


Basingstoke, United Kingdom Reassured Ltd Full time

Company Description

Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol, Bournemouth and Chester.

We launched our new Advised business offering in 2021 and continue to grow our sales and support teams across the entire business this year. We arrange over 15,000 new customer life insurance policies per month with leading sales conversions and customer satisfaction metrics. The business is outbound, B2C sales from internet generated customer enquiries.

**Job Description**:
The role of the Processing Consultant is to assist clients going through the underwriting stage of a life insurance policy. The role involves liaising with Clients, Insurance companies and GP surgeries to get a client’s policy underwritten and a decision applied.

**Responsibilities**

Contact clients to explain the insurance company’s underwriting requirements and gain consent to continue the underwriting journey.

Arrange telephone appointments with customers and ensuring punctuality is enforced once committed to a day/time.

Arrange medical appointments, liaising with both the customer and medical companies.

Chase GP surgeries for reports.

Verify policy details are accurate and make any necessary amendments.

Liaise with other departments to ensure any queries are dealt with in a timely manner.

Learn and retain detailed life insurance product knowledge.

Escalate any customer complaints if a resolution cannot be found.

**Qualifications**:
**Knowledge**

IT knowledge

Insurance knowledge (Desirable)

CRM system (Desirable)

**Skills**

Excellent written, verbal & listening communication skills with a professional telephone manner

Ability to build rapport effectively with customers and colleagues

Accuracy in gathering and recording information with great attention to detail.

**Essential Experience**

Experience of working successfully in a fast paced, targeted and regulated telephone environment

Previously worked and enjoyed success in a micro-managed, buzzing and structured environment

Team player but with the ability to achieve individual success

**Desirable Experience**

Insurance or financial service industry

Following a structured script whilst on the telephone.

Additional Information
**Check us out on**:
Careers Website

Reassured Ltd is an Equal Opportunity Employer with a strong commitment to the achievement of excellence and diversity among its employees.


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