Insurance Helpdesk Advisor (Hybrid with Study Support)

We are seeking a proactive Protection Insurance Helpdesk Advisor (non-sales) to assist brokers and advisers by providing guidance on eligibility criteria and policy suitability. This role requires a customer-focused individual with a strong understanding of protection insurance products, ensuring that brokers receive accurate technical support to help their clients secure the right coverage.
 
Key Responsibilities:

• Provide inbound support to members, utilizing your knowledge of protection products, providers, quoting portals, research tools, underwriting, and both new and existing business processes.
• Ensure advisers receive accurate and timely information while assisting in process improvements that align with business needs.
• Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximize sales opportunities while upholding ethical standards.
• Build and maintain strong working relationships with key stakeholders, sharing 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 organizational objectives.

Key Skills and Competencies:

• Proven background in delivering exceptional customer service and managing client relationships.
• Strong problem-solving skills, along 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 that benefit customer outcomes.
• Awareness of operational and regulatory risks, with the ability to identify potential impacts on the business and take steps to mitigate them.

Benefits:

• Ongoing education and certifications, including R05, Cert CII, DipFA, and CeMAP.
• Life Assurance (8 times salary).
• 7% Employer Pension.
• 5 days holiday (+ bank holidays).
• Option to purchase additional holiday days.
• Car leasing scheme.
• Social events and staff development opportunities.
• Starting salary: £25,500, increasing to £32,500 (base salary, no commission).
•  50% office-based.