At a Glance
- Tasks: Manage protection applications and support advisers in a dynamic sales environment.
- Company: Join a leading firm in Camberley with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team culture, and opportunities for growth.
- Other info: Fast-paced role with excellent career development potential.
- Why this job: Make a real difference by helping clients secure their financial futures.
- Qualifications: Strong admin skills and a proactive attitude are essential.
The predicted salary is between 25000 - 35000 £ per year.
We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch.
Protection Administration
- Manage protection applications from submission through to policies being placed on risk.
- Liaise with providers to monitor progress and resolve any issues during underwriting.
- Proactively chase outstanding requirements, including medical evidence and GP reports.
- Keep advisers updated on case progress and any provider requirements.
- Ensure accurate updates are recorded on internal systems and CRM.
- Maintain clear audit trails and ensure documentation is stored correctly.
Client Communication
- Contact clients where additional information or documentation is required.
- Provide updates to clients on the progress of their applications.
- Assist clients with completion of documentation including trust forms.
- Support the referral process for wills and estate planning services where appropriate.
Sales Support
- Support Protection Advisers by contacting new and existing leads.
- Attempt to reconnect with clients who:
- Have not yet responded to previous contact attempts
- Previously declined advice but may benefit from a review
- Identify and hot-key high priority leads for advisers.
- Book appointments into adviser diaries and confirm client availability.
- Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings.
Buildings & Contents Insurance Sales
- Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle.
- Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers.
- Gather relevant client information to obtain quotations and present suitable options.
- Follow up quotations and outstanding opportunities to maximise conversion rates.
- Convert warm leads into completed sales in line with agreed targets and service standards.
- Maintain accurate records of quotes, sales activity, and client outcomes on internal systems.
- Work closely with advisers and colleagues to maximise cross-sale opportunities.
- Deliver excellent customer service, ensuring products are presented fairly and transparently.
Client Retention
- Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review.
- Support advisers with re-engaging clients where appropriate.
Other Duties
- Undertake any other reasonable ad hoc tasks.
- Collaborate with colleagues to ensure workloads are completed efficiently.
- Comply with FCA and Money Laundering regulations.
- Act as a customer service champion, upholding company standards and promoting a positive office culture.
Skills & Experience
Essential
- Strong administrative and organisational skills
- Excellent telephone manner and client communication skills
- Ability to manage multiple cases and tasks simultaneously
- High attention to detail
- Comfortable working with internal systems and CRM platforms
Desirable
- Experience within mortgage or protection administration
- Understanding of protection products (Life Cover, Critical Illness, Income Protection)
- Experience liaising with insurers and underwriting teams
Required Qualifications
- 4 GCSEs grade 4 / C and above
Personal Attributes
- Professional and client-focused approach
- Proactive and self-motivated
- Strong problem-solving skills
- Ability to work effectively in a fast-paced environment
Protection Administrator / Sales Support in Camberley employer: Purely Recruitment Solutions
Join a dynamic team in Camberley as a Protection Administrator / Sales Support, where you will thrive in a supportive work culture that prioritises professional growth and development. With a focus on collaboration and client satisfaction, our company offers competitive benefits and a commitment to maintaining a positive office environment, making it an excellent place for those seeking meaningful and rewarding employment.
Contact Details:
Purely Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Administrator / Sales Support in Camberley
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your skills match the role of Protection Administrator / Sales Support. Highlight your organisational skills and client communication abilities to make a strong impression.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Protection Administrator / Sales Support in Camberley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Administrator / Sales Support role. Highlight relevant experience and skills that match the job description, like your administrative prowess and client communication skills.
Showcase Your Attention to Detail:Since this role requires high attention to detail, include examples in your application that demonstrate how you've successfully managed multiple cases or tasks without missing a beat. We love seeing that kind of precision!
Be Proactive in Your Cover Letter:Use your cover letter to show us your proactive nature. Mention how you’ve previously chased outstanding requirements or supported clients through complex processes. This will help us see your fit for the role right away!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know Your Stuff
Make sure you understand the key responsibilities of a Protection Administrator / Sales Support. Familiarise yourself with protection products like Life Cover and Income Protection, as well as the processes involved in managing applications and liaising with providers.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice your telephone manner and how you convey information clearly. Think about examples where you've successfully communicated with clients or resolved issues, as these will be great to share during the interview.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you manage multiple tasks and cases simultaneously. Bring examples of how you've kept track of important details and maintained accurate records in previous roles, especially if you've worked with CRM systems.
✨Be Proactive and Problem-Solving
This role requires a proactive approach, so think of instances where you've taken the initiative to resolve issues or improve processes. Highlight your problem-solving skills and how they can benefit the team and clients.
