Broker Services Specialist

Finda Recruitment
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

Broker Services Specialist – Full Time- 6 Month FTC- Dorking- Competitive Salary+ Performance Bonus- Excellent Benefits

Do you have previous experience working in an Insurance or Financial Services environment?

Are you a customer focused individual, with excellent organisational, analytical and problem solving skills?

Do you have an understanding of Group Risk and Risk Management?

If so, we are currently recruiting for Broker Services Specialists to join our Broker Services Team in Dorking. We are looking for individuals with a background working in the Insurance or financial services industries, who can demonstrate a sound understanding of group risk policies. The ideal candidate will possess excellent customer service skills and will be a quick-thinking, dynamic and innovative individual, who can effectively manage customer needs and work efficiently with the rest of the Broker Services.

If this sounds like an ideal opportunity for you, then please apply today!

About Us

We are one of the UK’s leading financial protection insurers; that means we sell Income Protection, Critical Illness cover and Life Insurance. You may not have heard of us before, so you probably don’t know that we’ve been around for over forty years and insure more people under our Income Protection products than Aviva, Legal and General, or Canada Life – companies you’re more likely to have heard of. We are working towards becoming the Employee Benefits provider of choice for working Britain.

The Role

As a Broker Services Specialist you will provide excellent customer service that supports the activities of the Broker Service team, ensuring that all aspects of policy administration are completed within agreed timescales and meet quality standards. You will log existing and new business quotes, and monitor quotes over 300 lives. This will involve, proactively managing quote target dates with the customer and internally, ensuring completed quote meets broker requirements as well as performing regular data and premium chasers for renewal. You will actively manage the needs of the customer relationship and help retain and encourage growth. Additionally, you will produce and issue Quotes under 300 lives and refer any quotes over 300 lives to the Underwriting and Technical Centre, in an efficient and timely manner.

You will be expected to follow agreed procedures to ensure quality service levels and compliance targets are met consistently and contribute to the smooth running of the team.

Key Responsibilities, Skills and Attributes

  • solid knowledge of the Group Risk marketplace and Group products
  • Basic understanding of the customer feedback process
  • Basic understanding of service level agreements and business targets
  • knowledge of corporate regulatory framework and standards including TCF, Risk Management and other Corporate programs
  • Good prioritisation and organisation skills
  • Solid mathematical/numerical skills
  • Analytical and problem solving skills
  • Initiative, negotiation and decision making ability
  • Experience in a financial service environment - Group Risk experience is essential
  • Experience in a computerised and customer focussed office environment.
  • Good communication skills both written and verbal.
  • Ability to identify problems applies critical, logical reasoning to resolve issues

Next Steps

If this role sounds like the opportunity for you, please complete your application today. We are keen to get these roles filled as soon as possible so will organise interviews with suitable candidates as soon as we see CV’s.

The positions will close as soon as we have appointed a suitable candidate so don’t delay and apply as soon as possible to avoid disappointment.

Package description

Broker Services Specialist – Full Time- 6 Month FTC- Dorking- Competitive Salary + Performance Bonus- Excellent Benefits

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