Protection Tele-Interviewer

Not Specified

West End

Mortgage Adviser

Up to £28,000 depending on experience

Apply

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Protection Tele-Interviewer

About The Role
Alexander Hall’s award winning Protection team require a Tele-Interviewer to be responsible for handling tele-interviewing calls, providing feedback to Protection Advisers to ensure a smooth and efficient underwriting process for our clients. When not carrying out tele-underwriting additional responsibilities include medical report follow ups, client contact and case vetting. This role requires strong empathy, attention to detail, excellent communication skills, great customer service and the organisational skills and ability to work in a fast-paced environment.
**This is a hybrid position, with the option to work remotely and from our West End office**

Key Responsibilities:

Tele-Interviewing
- Take and manage tele-interviewing calls, gathering relevant client information and liaising with insurers to obtain decisions.
- Feeding back on underwriting outcomes to advisers.
- Process and submit protection applications accurately to all UK-based insurers.
- Ensure all client applications meet compliance and regulatory requirements.
- Build and maintain relationships with insurers to ensure efficient case handling.
- Communicate with advisers and clients regarding medical evidence requirements, policy terms, and underwriting outcomes.
Client & Insurer Liaison

Depending on tele underwriting capacity and requirements there will additional responsibilities to support case processing through;

Providing a point of contact for clients

Following up on medical references

Track and monitor the progress of applications, following up with insurers where necessary.

Administrative Support

Maintain accurate records and update internal systems with application progress and underwriting notes.

Ensure all documentation is stored securely and in line with data protection regulations.

Support advisers by providing relevant policy and insurer information when needed.

Compliance & Quality Assurance

Ensure adherence to FCA regulations and company compliance procedures.

Conduct quality checks on applications to minimise errors and delays.

Stay updated on changes in insurer underwriting criteria and policies.

BECOME LONDON’S TRUSTED ADVISER

If you want the best start in finance, kickstart your career at Alexander Hall. We offer top-notch training, career progression, and a steady stream of quality leads thanks to our partnership with Foxtons. Enjoy a supportive work environment with weekly team meetings and plenty of social events.

Acclaimed for our high standard of service, you will be rewarded and incentivised at Alexander Hall for putting your customers first. But the best part? When your specialist knowledge makes their property dreams come true.

Find out more

Mortgage Adviser

Protection Tele-Interviewer

Not Specified

West End

Mortgage Adviser

Up to £28,000 depending on experience

Apply

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