Protection Administrator / Sales Support

Protection Administrator / Sales SupportCamberleyFull-Time - PermanentMonday - Friday - 37.5hrs per weekSalary is dependent on experienceWe are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch.Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of ..... full job details .....