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Processing Consultant

Basingstoke, England,
Company: Reassured Limited
Category: Business and Financial Operations Occupations
Published 6 days ago

Job Details

Company Description

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

We launched our new Advised business offering in 2021 and continue to grow our sales and support teams across the entire business this year. We arrange over 15,000 new customer life insurance policies per month with leading sales conversions and customer satisfaction metrics. The business is outbound, B2C sales from internet generated customer enquiries.

Job Description

The role of the Processing Consultant is to assist clients going through the underwriting stage of a life insurance policy. The role involves liaising with Clients, Insurance companies and GP surgeries to get a client’s policy underwritten and a decision applied.

The ideal candidate 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 and influencing others to get the best outcome for our clients. In return, we can offer you training, development and real career progression within a successful growing company.

Responsibilities

Contact clients to explain the insurance company’s underwriting requirements and gain consent to continue the underwriting journey.

Arrange telephone appointments with customers and ensuring punctuality is enforced once committed to a day/time.

Arrange medical appointments, liaising with both the customer and medical companies.

Chase GP surgeries for reports.

Verify policy details are accurate and make any necessary amendments.

Liaise with other departments to ensure any queries are dealt with in a timely manner.

Learn and retain detailed life insurance product knowledge.

Escalate any customer complaints if a resolution cannot be found.

Qualifications

Knowledge

IT knowledge

Insurance knowledge (Desirable)

CRM system (Desirable)

Skills

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 information with great attention to detail.

Essential Experience

Experience of working successfully in a fast paced, targeted and regulated telephone environment

Previously worked and enjoyed success in a micro-managed, buzzing and structured environment

Team player but with the ability to achieve individual success

Desirable Experience

Insurance or financial service industry

Following a structured script whilst on the telephone.

Additional Information

Reassured Ltd is an Equal Opportunity Employer with a strong commitment to the achievement of excellence and diversity among its employees.

Start Your Career at Reassured Limited

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Job offer: Processing Consultant

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