Protection Case Handler

Recruiter
The Buy to Let Business
Location
Camberley
Posted
13 Apr 2018
Closes
12 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Buy to Let Business
Protection Administrator
Camberley

As a Protection Administrator, you will provide excellent client service at all times. You should be able to offer a high level of client care and demonstrate excellent communication skills. You should also be able to work individually and as part of a team and build strong relationships between Protection Consultants, clients and external partners such as insurers.

Job Summary
• To provide a quality and efficient protection packaging service to our clients at all times.
• To ensure that their expectations are managed throughout the process and their outcome is a positive experience.
• Be able to work under pressure, as part of a team and individually as required by the demands of the role.
• To be an excellent communicator and build sound relationships between all the parties involved throughout the process.
• To liaise fully with the Protection Consultants to ensure a seamless process of protection applications through to completion.
Key Tasks
• Liaise with clients to advise progress and seek further information where required
• Package protection applications within agreed service standards.
• Chase medical/ GP reports as required
• Establish courteous relationships with clients.
• Work as part of a team and individually according to the needs of the role.
• Be aware of the potential for additional sales and cross sales.
• Ensure a high level of data input accuracy is recorded.
• Work with a positive outlook.
• Ensure any potential improvements or amendments are brought to the attention of the management team.
• Work positively towards agreed targets.
• Advise your line management immediately of any changes in personal circumstances that may affect your or our clients’ regulatory status.
• (Will progress to) Completing insurance application forms over the telephone with clients
• (Will progress to) Key applications onto insurers’ websites

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