Opportunity 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 applicat...
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 applicat...
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