Protection Administrator / Sales Support

Description:

Protection Administrator / Sales Support

Camberley

Full-Time – Permanent

Monday – Friday – 37.5hrs per week

Salary is dependent on experience

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

By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment