Protection specialist Work, Jobs in Bournemouth, Eng (with Salaries)

INSURANCE PROTECTION SPECIALIST – LIFE & HEALTH
Clerica —Bournemouth
- From £30,000 a year
- Part-time
- Hybrid work
- Negotiation
- Time management
- Life insurance
Quick apply
12d
Security Specialist
Crisis24 —Bournemouth
- Full-time
- Computer literacy
- Research
- Mentoring
Quick apply
9d
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Communication skills
- Banking
- Annual leave
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Paralegal – Serious Injury
moorebarlow —Southampton
- Communication skills
- Annual leave
Tutor
Next Steps Education Ltd —Poole
- £38 an hour
- English
- Maths
- Travel
Quick apply
C6 Stores MB2
South Western Railway —Bournemouth
- £37,123 a year
- Full-time
- Maintenance
- Quality control
- Communication skills
- Employee discount
8d
Implementation Consultant
Benifex —Southampton
- £27,500 - £35,000 a year
- Communication skills
- Employee assistance programme
- Employee discount
IT Systems and End User Administrator (1 Year FTC)
IMI Plc - Legacy Precision —Poole
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
Medical Laboratory Assistant
UK Health Security Agency —Salisbury
- £25,651 - £27,220 a year
- Part-time
- Hybrid work
- Inventory control
- Laboratory experience
- Presentation skills
8d
Waste Operator
Nuclear Restoration Services —Winfrith Newburgh
- £32,496 - £36,193 a year
- Forklift
4d
Oral Care Consultant
IQVIA —Bournemouth
- Full-time
- Customer service
- Computer skills
- Annual leave
- Employee discount
7d
Product Owner FM&M
RNLI —Poole
- Full-time
- Hybrid work
- CRM software
- No degree
1d
Operative with painting experience
CC Infrastructure Services —Bournemouth
- £13 - £14 an hour
- Overtime
- Cleaning
- In-person
- Annual leave
- Employee assistance programme
Quick apply
5d
CCTV and Community Alarms Operator - Part time
New Forest District Council —Lyndhurst
- £27,939 - £30,372 a year
- Part-time
- Communication skills
- Annual leave
- Employee assistance programme
10d
RDA (Radiology Department Assistant)
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Lymington
- £25,760 - £27,476 a year
- Full-time
- Hospitality
- Customer service
- Travel
5d
Digital Proposition Specialist
Quilter —Southampton
- Full-time
- Hybrid work
- Leadership
- Communication skills
NeuroCare Sales Specialist (Fort Worth, TX)
Teva —Worth Matravers
- £88,000 - £160,000 a year
- Weekend availability
- Bachelor's degree
- Travel
- Leadership
- Employee stock purchase plan
- Annual leave
7d
Payroll Specialist
Ward Goodman —Ferndown
- £31,000 a year
- Full-time
- Organisational skills
- Communication skills
- Time management
Quick apply
1d
Administrator / EHCP Co-ordinator
Coombe House School —Shaftesbury
- £27,309 - £30,115 a year
- Call to connect
- Administrative experience
- Experience working with children
- Communication skills
- Employee assistance programme

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INSURANCE PROTECTION SPECIALIST – LIFE & HEALTH

Clerica
Bournemouth

Quick apply

Job details

Permanent | Part-time | Full-time
From £30,000 a year
12 days ago

Benefits

Life insurance

Qualifications

Underwriting
Conduct risk analysis
Client engagement
Financial analysis
Compliance management
Contract renewal support
Risk analysis
Customer renewal management
Relationship management
Insurance sales
Negotiation
Time management

Full job description

Position Summary

The Insurance Protection Specialist is responsible for providing professional advice and solutions relating to life and health insurance products. The role involves identifying client needs, conducting financial and risk assessments, recommending suitable insurance solutions, managing policy applications, ensuring compliance with regulatory requirements, and delivering ongoing client service.

Key Responsibilities

- Client Consultation and Needs Analysis

- Meet with prospective and existing clients to understand their financial goals, family circumstances, health considerations, and protection needs.

- Conduct comprehensive fact-finding and needs assessments.

- Identify gaps in life, disability, critical illness, income protection, and medical coverage.

- Explain insurance concepts, benefits, exclusions, and policy features in a clear and professional manner.

Financial and Risk Assessment

- Evaluate clients' financial position, liabilities, income, assets, and dependents.

- Assess insurance risks and determine appropriate levels of coverage.

- Review existing insurance portfolios and recommend improvements where necessary.

Product Recommendation and Presentation

- Recommend suitable life and health insurance solutions based on client needs.

- Prepare and present insurance proposals and quotations.

- Compare available products and explain policy benefits, limitations, waiting periods, and premium structures.

- Ensure recommendations comply with regulatory and ethical standards.

Application and Underwriting Process

- Complete and submit insurance applications accurately.

- Collect required supporting documentation.

- Coordinate medical examinations and health assessments when required.

- Liaise with underwriters to facilitate risk assessment and policy approval.

- Follow up on outstanding requirements and underwriting decisions.

Policy Implementation

- Review approved policy terms and conditions.

- Explain policy documentation to clients.

- Ensure policy issuance is completed accurately and on time.

- Confirm premium payment arrangements and policy activation.

Ongoing Client Service and Policy Reviews

- Conduct regular policy reviews and coverage assessments.

- Update policies when clients experience significant life events.

- Assist clients with beneficiary updates, policy amendments, and coverage adjustments.

- Maintain long-term client relationships through proactive communication.

Claims Support and Administration

- Assist clients with claims notification and submission.

- Guide clients through claims requirements and documentation.

- Liaise with insurers during the claims assessment process.

- Monitor claim progress and provide regular updates to clients.

Compliance and Record Management

- Maintain accurate and complete client records.

- Ensure compliance with all regulatory, legal, and company requirements.

- Adhere to privacy, confidentiality, and data protection standards.

- Complete all required disclosures and compliance documentation.

- Maintain knowledge of industry trends and product developments.

- End-to-End Process Responsibilities

- Initial client consultation and fact-finding.

- Needs analysis and risk assessment.

- Presentation of recommendations and quotations.

- Co-ordination of application forms and supporting documents.

- Submission of applications to insurers.

- Coordination of underwriting and medical requirements.

- Follow-up and management of underwriting outcomes.

Policy approval and issuance.

- Premium collection and policy activation.

- Ongoing service, reviews, and policy maintenance.

- Claims assistance and support.

- Renewal and retention activities.

Qualifications and Experience

- Relevant insurance qualification or industry certification.

- Experience in a similar role

- Knowledge of life insurance, health insurance, critical illness, and income protection products.

- Strong understanding of underwriting and claims processes.

- Excellent communication, presentation, and relationship-building skills.

- Ability to analyse financial and risk information.

- Strong attention to detail and administrative accuracy.

- Proficiency in CRM and insurance administration systems.

Key Competencies

- Client-focused approach.

- Ethical and professional conduct.

- Sales and advisory skills.

- Negotiation and influencing skills.

- Time management and organisation.

- Problem-solving and analytical thinking.

- Regulatory and compliance awareness.

Pay: From £30,000.00 per year

Work Location: Hybrid remote in Bournemouth (Dorset)

Quick apply

Refine Your Search

protection specialist jobs in bournemouth, eng

INSURANCE PROTECTION SPECIALIST – LIFE & HEALTH

Security Specialist

Compliance Support Specialist - MI270526

Quality Assurance Specialist

Paralegal – Serious Injury

Tutor

C6 Stores MB2

Implementation Consultant

IT Systems and End User Administrator (1 Year FTC)

Medical Laboratory Assistant

Waste Operator

Oral Care Consultant

Product Owner FM&M

Operative with painting experience

CCTV and Community Alarms Operator - Part time

RDA (Radiology Department Assistant)

Digital Proposition Specialist

NeuroCare Sales Specialist (Fort Worth, TX)

Payroll Specialist

Administrator / EHCP Co-ordinator

I want to receive the latest job alerts for protection specialist in bournemouth, eng

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