Processing Consultant

Description

Basingstoke, hybrid option after probation

£25,000 basic salary + bonus

Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol and Chester.

The role of the Processing Consultant is to make contact with and ensure new and existing policy holders understand their policy fully and make use of any added benefits which their insurer provides. In addition to this they will liaise with customers and insurance companies to ensure any additional information required by the insurer is obtained and the underwriting process is as efficient as possible. The ideal person will pride themselves on delivering an excellent level of customer service in all they do.  A clear communicator, they will be confident at dealing with queries on the telephone to ensure that our customers get the best service.

Responsibilities

Key Responsibilities

• Contact all new customers to ensure they have received their policy details.
• Verify all details are accurate and make any necessary amendments.
• Arrange telephone appointments with customers and ensuring punctuality is enforced once committing to a day/time.
• Assist with any policy queries customers may have and escalate any serious issues or cancellations to the sales team.
• Arrange medical reports, liaising with both the customer and medical companies.
• Maintain contact with customers to ensure they are kept up-to-date on the progress of their policy and they remain engaged.
• Learn and retain detailed life insurance product knowledge.

Qualifications

Requirements

• Excellent written, verbal & listening communication skills with a professional telephone manner
• Ability to build rapport effectively with customers and colleagues
• Accuracy in gathering and recording of all information with great attention to detail.
• Experience of working successfully in a fast paced, targeted and regulated telephone environment
• Team player but with the ability to achieve individual success
• Insurance or financial service industry (desirable)
• Following a structured script whilst on the telephone (desirable)

Benefits

What each employee does at Reassured matters. Therefore, we will offer you career development, progression, and company-wide incentives to reflect this. Crucially we believe in developing your career and clearly lay out the path for you to be successful and progress.

You will have the opportunity to work within a successful, award winning and growing company.

Benefits include:

• Employee Assistance Programme
• Enhanced maternity leave
• Medical cash plan
• Virtual GP
• Enhanced annual leave with length of service
• Death in service (3x your basic salary)
• Free parking
• Career mobility
• Apprenticeship opportunities
• Referral scheme (up to £2,400 a year per referral)
• Incentives, including annual trips abroad