Small Quotes Assessor - Canada Life Limited
Small Quotes Assessor - Canada Life Limited

Small Quotes Assessor - Canada Life Limited

Bristol Full-Time 30000 - 42000 £ / year (est.) No home office possible
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Jobs via eFinancialCareers

At a Glance

  • Tasks: Evaluate corporate risks and process quotations while ensuring customer satisfaction.
  • Company: Join Canada Life UK, a modern and welcoming organisation focused on building better futures.
  • Benefits: Competitive salary, generous pension, private medical insurance, and personal development opportunities.
  • Why this job: Make a real impact in a supportive environment that values your growth and contributions.
  • Qualifications: Strong problem-solving skills, attention to detail, and good communication abilities.
  • Other info: Flexible working arrangements available to support your work-life balance.

The predicted salary is between 30000 - 42000 £ per year.

Join Canada Life UK, a part of Great‑West Lifeco, in building better futures for customers, intermediaries and employees by operating as a modern, agile and welcoming organisation.

Job Summary

Responsible for the profitable acquisition and retention of Group Life, Group Income Protection and Group Critical Illness schemes, ensuring underwriting metrics and guidelines are adhered to and quotations align with Group strategy.

Responsibilities

  • Assess and evaluate sub‑100 life corporate risks using set rules of allowable adjustments and personal judgement to process quotations in line with agreed company and customer service standards.
  • Resolve customer queries and problems in a timely and efficient manner, identifying customer dissatisfaction and recording it in line with the regulatory complaint process.
  • Negotiate Canada Life’s rates and terms with IFA’s to improve competitive position and maximise opportunity to write and retain business.
  • Participate in the continuous review and improvement of department processes and procedures to ensure timely, accurate and efficient service.

Qualifications

  • 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

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that is 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 also provide a range 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 challenges together and find a way forward. We invest in the development of our people, technology and workplaces, and 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 continue to make it a significant focus. 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.

Seniority Level: Entry level

Employment Type: Full‑time

Job Function: Sales and Management

Small Quotes Assessor - Canada Life Limited employer: Jobs via eFinancialCareers

At Canada Life UK, we pride ourselves on being a modern and agile employer that values the well-being and development of our employees. With a competitive salary and comprehensive benefits package, including a generous pension scheme and private medical insurance, we foster a supportive work culture that encourages personal and professional growth. Our commitment to diversity and inclusion ensures that every team member feels valued and empowered to contribute to building better futures for our customers and communities.
Jobs via eFinancialCareers

Contact Detail:

Jobs via eFinancialCareers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Small Quotes Assessor - Canada Life Limited

✨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 and understanding their values. Be ready to discuss how your skills align with their mission of building better futures. Show them you’re not just another candidate!

✨Tip Number 3

Practice your problem-solving skills! Since the role involves assessing risks and resolving customer queries, think of examples from your past experiences where you tackled challenges effectively.

✨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 genuinely interested in joining the Canada Life team.

We think you need these skills to ace Small Quotes Assessor - Canada Life Limited

Analytical Skills
Attention to Detail
Problem-Solving Skills
Customer Service Skills
Data Manipulation Skills
Communication Skills
Teamwork
Negotiation Skills
Risk Assessment
Time Management
Knowledge of Regulatory Compliance
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Small Quotes Assessor role. Highlight your problem-solving skills and attention to detail, as these are key for assessing corporate risks. We want to see how your experience aligns with our needs!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining Canada Life UK and how you can contribute to our mission of building better futures. Keep it concise but impactful!

Showcase Your Communication Skills: Since excellent communication is crucial for this role, make sure to demonstrate your ability to convey information clearly in your application. Whether it's through your CV or cover letter, let us see your communication prowess!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!

How to prepare for a job interview at Jobs via eFinancialCareers

✨Know Your Numbers

As a Small Quotes Assessor, you'll be dealing with data and metrics. Brush up on your Excel skills and be ready to discuss how you’ve used data in past roles. Be prepared to explain how you assess risks and make decisions based on numbers.

✨Show Off Your Problem-Solving Skills

This role requires good problem-solving abilities. Think of examples from your previous experiences where you successfully resolved customer queries or improved processes. Be ready to share these stories during the interview to demonstrate your analytical skills.

✨Understand the Company Culture

Canada Life values curiosity, teamwork, and doing the right thing. Familiarise yourself with their culture and values. During the interview, express how your personal values align with theirs and give examples of how you've worked collaboratively in the past.

✨Prepare for Customer Scenarios

Since the role involves negotiating rates and terms with IFAs, think about potential scenarios you might face. Prepare to discuss how you would handle difficult customer situations or complaints, showcasing your communication skills and ability to maintain customer satisfaction.

Small Quotes Assessor - Canada Life Limited
Jobs via eFinancialCareers
Location: Bristol
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