Business Protection Advisor

Everywhen

8d•Remote

About The Position

We are looking for someone with business protection experience or knowledge to join our team. This is a remote role but does require occasional travel to clients and our offices in the Southwest of England. Our Business Protection Advisors are a key part of our business, speaking to our clients and providing advice on all aspects of business protection, including key person protection, shareholder protection, executive income protection, loan protection and relevant life cover. We ensure that we understand our client’s needs and provide products and services that exceed their expectations and retain their loyalty. We strive to provide a market-leading customer experience, and that’s driven by you. Our people share a common mindset that sets us apart. Our Business Protection Advisors are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners. Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support for you to succeed within your role.

Requirements

Experience within the Financial Services market, with some experience or intermediate working knowledge of Business Protection essential.
Minimum of Cert CII RO5 or willingness to study towards qualification.
Experience in successfully converting potential customer enquiries essential.
Experience in relationship building with Insurers/Providers, Clients and Account Managers.
Experienced in using Microsoft Office Programs.
Experience in Financial Services, Regulation and Ethics.
A proven ability to negotiate successfully on behalf of customers to deliver targets.
Effective verbal and written communication skills.
Well organised and able to respond well under pressure and meeting deadlines.
Working well as part of a team as well as being able to work for periods using own initiative.
Copes well with change, internally within the business and externally within the market.

Responsibilities

Developing objectives in collaboration with the line manager, focusing on new business income through new client acquisition, primarily from converting leads generated from relationships with key introducer partners within Ardonagh, but also from self-generated new business opportunities.
Ensuring customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures).
Managing relationships with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers.
Working closely with colleagues across employee benefit teams to identify opportunities for onward referrals.
Maximizing business and service opportunities from all contacts in a consistent, fair and compliant manner to meet commercial targets.