Processing Consultant

Overview

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

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.

Knowledge, Skills & Experience

Knowledge

• Basic IT ability
• Insurance knowledge (Desirable)
• CRM system (Desirable)

Essential 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 of all 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.

Key Competencies

• Planning & Organising
• Following Instructions and Procedures
• Results Driven & Self Motivated
• Relationship Building & Effective Interaction
• Learning and Applying Knowledge
• High Work Quality
• Customer Care

Qualifications

• Educated to GCSE level or equivalent

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