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- 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.
- 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 Excel proficiency required.
- Other info: Flexible working arrangements available to support your work-life balance.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
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.
“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Small Quotes Assessor in Bristol employer: CLFIS Limited
Contact Detail:
CLFIS Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Small Quotes Assessor in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Canada Life UK and understanding their values. Show them you’re not just another candidate; you’re genuinely interested in helping build better futures for their customers.
✨Tip Number 3
Practice your problem-solving skills! Since the role involves assessing risks and resolving customer queries, be ready to showcase how you tackle challenges effectively during your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Canada Life UK.
We think you need these skills to ace Small Quotes Assessor in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Small Quotes Assessor role. Highlight your problem-solving skills and attention to detail, as these are key for assessing corporate risks.
Showcase Your Skills: Don’t forget to mention your Excel and data manipulation skills! We love seeing how you can handle sensitive data and work in a deadline-driven environment.
Be Personable: Canada Life values excellent communication skills, so let your personality shine through in your application. Show us how you can resolve customer queries efficiently and work well within a team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team!
How to prepare for a job interview at CLFIS Limited
✨Know Your Numbers
As a Small Quotes Assessor, you'll be dealing with financial data and risk assessments. Brush up on your Excel skills and be ready to discuss how you manipulate data effectively. Familiarise yourself with common metrics used in underwriting to show you understand the role's requirements.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've resolved customer queries or handled sensitive data in the past. Highlight your analytical skills and attention to detail, as these are crucial for assessing risks accurately. Be ready to explain your thought process during these situations.
✨Understand the Company Culture
Canada Life UK values curiosity, teamwork, and doing the right thing. Research their culture and think about how your personal values align with theirs. During the interview, share how you embody these behaviours in your work to demonstrate that you're a good fit.
✨Prepare for Negotiation Scenarios
Since the role involves negotiating rates and terms, practice how you would approach these discussions. Think about strategies you could use to improve competitive positioning while maintaining customer satisfaction. This will show your understanding of the business side of the role.
