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.

Do you have the following skills, experience and drive to succeed in this role Find out below.

Key Responsibilities:

Provide inbound support to members, utilizing your knowledge of protection products, providers, quoting portals, research tools, underwriting, and both new and existing business processes.
Ensure advisers receive accurate and timely information while assisting in process improvements that align with business needs.
Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximize sales opportunities while upholding ethical standards.
Build and maintain strong working relationships with key stakeholders, sharing insights that benefit both members and business objectives.
Provide coverage and support for team members as needed to achieve shared service goals.
Take on additional duties as required to meet departmental and organizational objectives.Key Skills and Competencies:

Proven background in delivering exceptional customer service and managing client relationships.
Strong problem-solving skills, along with an investigative and ethical approach to handling client needs and compliance requirements.
Ability to quickly adapt to new procedures, contribute to a team environment, and proactively suggest improvements that benefit customer outcomes.
Awareness of operational and regulatory risks, with the ability to identify potential impacts on the business and take steps to mitigate them.Benefits:

Ongoing education and certifications, including R05, Cert CII, DipFA, and CeMAP.
Life Assurance (8 times salary).
7% Employer Pension.
5 days holiday (+ bank holidays).
Option to purchase additional holiday days.
Car leasing scheme.
Social events and staff development opportunities.
Starting salary: £25,500, increasing to £32,500 (base salary, no commission).
Fully remote or 50% office-based options available
Remote working/work at home options are available for this role.