Mortgage Support Specialist

3 weeks ago

Bournemouth, Bournemouth, United Kingdom Mortgage Intelligence Full time
Job Title: Broker Support Adviser

Location: Bournemouth (Hybrid)

Job Reference Number: BSC180424

Job Summary:

We are seeking a highly skilled and experienced Broker Support Adviser to join our team at Mortgage Intelligence. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our members, ensuring they receive the best possible advice and solutions for their mortgage and protection needs.

Key Responsibilities:
  • Product Knowledge: Maintain an excellent understanding of the products and services offered by Mortgage Intelligence and our life protection providers/general insurance/panel lenders.
  • Sales and Service: Share your knowledge of life protection products to assist in the development of sales opportunities across the memberships.
  • Relationship Building: Be individual point of contact to facilitate appointed representatives to refer business to other brokerages across the network and maximise business opportunities and a positive consumer outcome.
  • Business Development: Work to increase business levels across all our memberships via regular telephone contact.
  • Communication: Communicate with multiple departments and senior members of staff in a clear and accurate manner.
  • Feedback and Analysis:
  • Collate feedback and identify trends within the network and present these findings to further develop the services within the network.
  • Liaison: Liaise with AR & DA BDM team to ensure details of sales opportunities are shared in a timely manner and support with appointment booking as required.
  • Delegation: Carry out tasks as may be delegated to you by your manager as required by the business.
  • Cross-Selling: Ability to cross sell products and identify sales opportunities over the telephone.
  • Reporting: Provide weekly updates to your Line Manager on current sales opportunities being worked on.
Performance Standards:
  • Contribution to Targets: Contribute to achieving Mortgage, Protection & GI target for AR and DA channels.
  • Proactive Sales: Make proactive sales calls to all members.
  • Teamwork: Be a strong team player.
  • Customer Service: Take a high volume of incoming calls.
  • Problem-Solving: Provide accurate solutions to the queries from our members.
  • Knowledge and Understanding: Have a good knowledge and understanding of life protection and the intermediary mortgage/general insurance market.
  • Support: Be prepared to offer support to other areas of the business if required.
  • Reporting: Provide monthly reports to your Line Manager on all proactive calling carried out.
  • Consumer Duty: To be aware of and follow the principles of Consumer Duty, acting to always deliver good customer outcomes.
Person Specification:

Qualifications:

  • Education: Good standard of education – min 5 GCSEs (A-C) or equivalent.
  • CERGI:
  • FPC or equivalent:
  • CeMAP: Training will be provided.

Experience and Knowledge:

  • Mortgage or Protection Experience: Minimum of 1 year's mortgage or protection experience (B2B or B2C).
  • Sales Environment: Experience of working in a sales environment.
  • IT Skills: Knowledge of Microsoft applications.
  • Sourcing Systems: Working knowledge of sourcing systems.
  • Intermediary Protection/Mortgage Market: Knowledge of intermediary protection/mortgage market.
  • Provider/Lender Experience: Experience of working with variety of providers/lenders.

Skills:

  • Customer Service and Sales: Strong customer service and sales skills.
  • Proactive Approach: Proactive approach.
  • Verbal Communication: Excellent verbal communication skills.
  • Teamwork: Ability to work as part of a team.
  • Pressure Management: Ability to work under pressure.
  • Accuracy and Attention to Detail: High level of accuracy and attention to detail.
  • Time Management: Excellent time management skills.
  • Telephone Sales/Relationship Management: Telephone sales or relationship management experience.

Personal Attributes:

  • Professional Approach: Professional approach and appearance.
  • Confident Telephone Manner: Confident Telephone manner.
  • Self-Motivated: Self-Motivated.
  • Positive Attitude: Positive Attitude.
  • Active, Confident, Approachable and Friendly Demeanour: Active, confident, approachable and friendly demeanour.
  • Diplomatic: Diplomatic.
  • Fast Learner: Fast learner with a willingness to learn.
  • Flexible, Outgoing and Adaptable Attitude: A flexible outgoing and adaptable attitude.

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