Insurance Helpdesk Advisor (Remote 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:

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• Provide inbound support to members, utilizing your knowledge of protection products, providers, quoting portals, research tools, underwriting, and both new and existing business processes.
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• Ensure advisers receive accurate and timely information while assisting in process improvements that align with business needs.
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• Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximize sales opportunities while upholding ethical standards.
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• Build and maintain strong working relationships with key stakeholders, sharing insights that benefit both members and business objectives.
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• Provide coverage and support for team members as needed to achieve shared service goals.
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• Take on additional duties as required to meet departmental and organizational objectives.
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• Proven background in delivering exceptional customer service and managing client relationships.
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• Strong problem-solving skills, along with an investigative and ethical approach to handling client needs and compliance requirements.
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• Ability to quickly adapt to new procedures, contribute to a team environment, and proactively suggest improvements that benefit customer outcomes.
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• Awareness of operational and regulatory risks, with the ability to identify potential impacts on the business and take steps to mitigate them.
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• Ongoing education and certifications, including R05, Cert CII, DipFA, and CeMAP.
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• Life Assurance (8 times salary).
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• 7% Employer Pension.
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• 5 days holiday (+ bank holidays).
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• Option to purchase additional holiday days.
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• Car leasing scheme.
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• Social events and staff development opportunities.
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• Starting salary: £25,500, increasing to £32,500 (base salary, no commission).
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• Fully remote or 50% office-based options available.
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