Protection Advisor/Administrator
This is a great opportunity for someone with protection experience looking for a role that combines both administration and advice. You''ll be supporting a busy team of Mortgage Advisers, handling warm protection leads generated internally and helping clients with their Life Insurance, Critical Illness, Income Protection and Business Protection needs. With all leads provided, this role offers the chance to build strong earnings while working within a supportive and established financial services business. The Role You''ll be responsible for picking up warm referrals from six Mortgage Advisers and managing clients through the protection journey from start to finish. This will include providing advice where appropriate, processing applications and ensuring cases progress smoothly through to completion. Responsibilities Handling warm protection leads generated internally by the Mortgage Adviser team Advising clients on Life Insurance, Critical Illness, Income Protection and Business Protection Managing protection applications from submission through to completion Liaising with providers, underwriters and clients to keep cases progressing Maintaining accurate and compliant records throughout the customer journey Providing a high level of customer service and support throughout the process Requirements Previous experience arranging protection policies is essential Experience working in a high-volume environment, such as a protection or insurance call centre, would be ..... full job details .....
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