Role Overview:
We are seeking a proactive Protection Helpdesk
Advisor
to support members and advisers in arranging protection insurance for customers.
This role requires a customer-focused individual with a strong understanding of protection products and service excellence to deliver comprehensive support and contribute to improved customer outcomes.
Key Responsibilities:
- Provide inbound support to members, leveraging your knowledge of protection products, providers, quoting portals, research tools, underwriting and both new and existing business processes.
- Work closely with the Protection Specialist to manage resources, ensuring advisers receive accurate and timely information and assisting in process improvements that drive business needs.
- Regularly review and improve support services to meet changing demands, and participate actively in process enhancements within the department.
- Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximise sales opportunities while maintaining ethical standards.
- Build and sustain strong working relationships with key stakeholders and share 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 organisational objectives.
Key Skills and Competencies:
- Proven background in delivering exceptional customer service and managing client relationships.
- Strong problem-solving skills, combined 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 to benefit customer outcomes.
- Ability to maintain awareness of operational and regulatory risks, identifying potential impacts on the business and taking steps to mitigate them.
Qualifications and Experience:
- Experience in customer service within financial services or protection insurance.
- Understanding of risk management principles and information security practices to safeguard customer and company data.
Benefits:
- Ongoing Education and certifications throughout the department, including CeMAP, CeRER, dipFA, R05 etc.
- Life Assurance x 8 times
- 7% Employer Pension
- 28.5 Days holiday (+ bank holidays)
- Ability to purchase additional days holiday
- Car Leasing Scheme
- Social events and staff development
- Up to £35,000 Base Salary (DOE)
- Fully Remote