At a Glance
- Tasks: Manage protection applications and support advisers in client communication.
- Company: Join a dynamic team in a thriving financial services firm.
- Benefits: Competitive salary, full-time hours, and opportunities for career growth.
- Other info: Enjoy a supportive work environment with a focus on teamwork.
- Why this job: Make a difference by helping clients secure their financial future.
- Qualifications: Strong communication skills and attention to detail 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
Protection Administrator / Sales Support in Surrey employer: Purely Recruitment Solutions
Join a dynamic team in Camberley where we prioritise employee growth and development, offering a supportive work culture that values collaboration and innovation. As a Protection Administrator / Sales Support, you will benefit from a structured career path, comprehensive training, and the opportunity to make a meaningful impact in clients' lives while enjoying a healthy work-life balance with flexible hours. Our commitment to employee well-being and professional advancement makes us an exceptional employer in the financial services sector.
Contact Details:
Purely Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Administrator / Sales Support in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a Protection Administrator role. 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 those interviews! Research common questions for sales support roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from the interview to show you were engaged and are genuinely interested in the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive listings that you won’t find anywhere else!
We think you need these skills to ace Protection Administrator / Sales Support in Surrey
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 managing applications and client communication.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've successfully managed similar tasks in the past.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure to demonstrate your communication skills in your application. Use clear and concise language, and maybe even share an example of how you’ve effectively communicated with clients before.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Protection Administrator / Sales Support. Familiarise yourself with the key tasks like managing protection applications and liaising with providers. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Prepare for Common Questions
Think about the types of questions you might be asked, such as how you would handle client communication or manage multiple cases at once. Practise your responses to these questions, focusing on your problem-solving skills and ability to stay organised under pressure. This will help you feel more confident during the interview.
✨Showcase Your Communication Skills
As a Protection Administrator, you'll need to communicate effectively with clients and advisers. Be ready to share examples of how you've successfully communicated complex information in the past. This could be through previous roles or even in personal experiences where clear communication was key.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for tracking applications, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
