Part time Protection Online Applications Processor

Recruiter
Confidential
Location
Bath
Salary
Competitive
Posted
11 Feb 2021
Closes
24 Feb 2021
Contract Type
Permanent

Part time Protection Online Applications Processor

L&C Mortgages is the UK's leading fee free mortgage and protection broker winning over 150 industry awards since 2002 and continually growing.

We are looking for a part time Protection Online Applications Processor to join our team in our Bath office. You will be responsible for helping our customers to accurately complete and submit their protection online application form directly to the insurance provider.

Position: Part time

Hours: 16 hours a week

Days: Monday to Thursday - 4:00pm till 8:00pm

The Role

As a Protection Online Applications Process you will be responsible for:

?? Managing online bookings using a calendar booking system.

?? Checking protection quotes for accuracy, ensuring the information on the quote matches the customer recommendation letter and fact-find on MPS and ensure the decision from the provider is logged on MPS.

?? Assigning a Protection Case Manager to every new application and manage case levels across the Protection Case Managers.

?? Sending welcome emails to clients to acknowledge new applications that have been submitted and inform the client of their assigned Protection Case Manager.

?? Checking that the case is fully compliant as per the guidelines set by the Compliance department.

?? Overseeing the mailbox 'LC Life Admin' and forward any email correspondence from providers to the relevant Protection Case Manager's PF folder.

?? Supporting the Protection Case Managers with ad hoc tasks for example, Document checking (acceptance terms and policy documents), updating addresses with providers.

?? Accurately documenting all action taken on a case via MPS.

?? Working to the FCA Conduct rules and in line with our company values, you'll achieve standards that create the best customer outcomes.

About You

At L&C we care about our customers and therefore, we are looking for individuals who have:

?? Excellent communication and listening skills.

?? A passion to deliver great customer service.

?? Strong organisation skills and attention to detail with the ability to manage personal schedule.

?? A professional personal communication manner, both written and verbal

?? The ability to adhere to company standards and procedures.

?? Insurance or finance experience or equally an interest in the financial sector.

?? Good IT skills.

?? Excellent collaborative skills to work within a team and individually