At a Glance
- Tasks: Assess and evaluate corporate risks while processing quotations efficiently.
- Company: Join Canada Life UK, a modern and agile organisation focused on building better futures.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and professional development opportunities.
- Other info: Flexible working arrangements available to support your work-life balance.
- Why this job: Make a real impact by helping customers with their financial needs in a supportive environment.
- Qualifications: Strong problem-solving skills, attention to detail, and good communication abilities required.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Small Quotes Assessor role at Canada Life UK. Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Job Summary: The profitable acquisition and retention of Group Life, Group Income Protection and Group Critical Illness schemes, ensuring the appropriate underwriting metrics and guidelines are adhered to, and quotations issued are in line with the Group strategy.
What You’ll Do:
- Assessment and evaluation of sub‑100 life corporate risks.
- Using set rules of allowable adjustments and personal judgement in order to process quotations in line with agreed company and customer service standards.
- Resolving customer queries and problems in a timely and efficient manner.
- Identifying any customer notification of dissatisfaction and recording in line with the regulatory complaint company process.
- Negotiation of Canada Life’s rates and terms with IFAs in order to improve our competitive position and maximise our opportunity to write and retain business.
- As a member of the team, participate in the continuous review and improvement of the department’s processes and procedures to ensure the provision of timely, accurate and efficient levels of service.
Who You Are:
- Good problem‑solving and analytical skills.
- Attention to detail in order to appropriately assess risk.
- Ability to work in a customer deadline‑driven environment.
- Knowledge to handle sensitive data appropriately.
- Good Excel and data manipulation skills.
- Ability to work as part of a team towards shared targets.
- Excellent communication skills to support internal and external customers.
Benefits Of Working At Canada Life: We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How We Work At Canada Life: Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion: Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.
Small Quotes Assessor in Bristol employer: Canada Life UK
Canada Life UK is an exceptional employer that prioritises the well-being and development of its employees, offering a competitive salary and comprehensive benefits package, including a generous pension scheme and private medical insurance. With a strong commitment to diversity and inclusion, Canada Life fosters a supportive work culture where employees are encouraged to grow professionally and personally, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Small Quotes Assessor in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Canada Life UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Small Quotes Assessor in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Canada Life UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Canada Life UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Canada Life UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Canada Life UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Canada Life UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Canada Life UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
