Protection specialist Work, Jobs in Poole, Dor (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
15h
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Tutor
Next Steps Education Ltd —Poole
- £38 an hour
- English
- Maths
- Travel
Quick apply
11d
Vehicle Wrap Installer / Window Tinter
Think Wraps Ltd —Poole
- £26,000 - £35,000 a year
- Overtime
- Quality control
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
7d
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Communication skills
- Banking
- Annual leave
Administrative Team Assistant
Dorset HealthCare University NHS Foundation Trust —Poole
- £25,760 - £27,476 a year
- Full-time
- Microsoft Outlook
- English
- Administrative experience
- Annual leave
4d
Home Insurance Customer Service Associate
Intelligent Advisory Services Ltd —Ringwood
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- English
- Data entry
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
3x Fish Health Inspectors
Centre for Environment, Fisheries and Aquaculture Science —Weymouth
- £34,783 - £37,094 a year
- Part-time
- Databases
- Presentation skills
- Travel
- Annual leave
14d
Data Management Specialist 12-month FTC
LV= Life & Pensions —Bournemouth
- Azure
- Analysis skills
- Financial services
- Employee assistance programme
- Employee discount
14d
Project Manager
Curtiss-Wright —Wimborne
- Full-time
- Conflict management
- Mentoring
- Leadership
Avionics Engineer
Eaton —Wimborne
- Data analysis skills
- Research
- Scripting
IT Systems and End User Administrator
IMI Plc - Legacy Precision —Poole
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
3d
IT Systems and End User Administrator
IMI plc —Poole
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
3d
Marketing Manager (Capital Appeal)
RNLI —Poole
- £35,853 - £42,181 a year
- Temporary
- Hybrid work
- Analysis skills
- Analytics
8d
Relief Pharmacist
Boots —Poole
- Weekend availability
- Communication skills
- Employee assistance programme
- Employee discount
Dispensing Optician
Boots —Poole
- Weekend availability
- Employee assistance programme
- Employee discount
Child and Family Social Worker in CAMHS
Dorset HealthCare University NHS Foundation Trust —Westbourne
- £15,983 - £19,246 a year
- Part-time
- Communication skills
Neuroscience Sales Specialist - Portland, ME
Teva —Portland
- £88,000 - £160,000 a year
- Overtime
- Analysis skills
- Bachelor's degree
- Travel
- Annual leave
Business Development Manager
Hubexo —Bournemouth
- Full-time
- Hybrid work
- Business development
- Negotiation
- Employee assistance programme
Quick apply
Assistant Head of Education
CareTech Group —Blandford Forum
- Up to £54,093 a year
- Experience working with children
- School

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protection specialist jobs near poole, dor

INSURANCE PROTECTION SPECIALIST – LIFE & HEALTH

Clerica
Bournemouth

Quick apply

Job details

Permanent | Part-time | Full-time
From £30,000 a year
15 hours 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 poole, dor

INSURANCE PROTECTION SPECIALIST – LIFE & HEALTH

Quality Assurance Specialist

Tutor

Vehicle Wrap Installer / Window Tinter

Compliance Support Specialist - MI270526

Administrative Team Assistant

Home Insurance Customer Service Associate

3x Fish Health Inspectors

Data Management Specialist 12-month FTC

Project Manager

Avionics Engineer

IT Systems and End User Administrator

IT Systems and End User Administrator

Marketing Manager (Capital Appeal)

Relief Pharmacist

Dispensing Optician

Child and Family Social Worker in CAMHS

Neuroscience Sales Specialist - Portland, ME

Business Development Manager

Assistant Head of Education

I want to receive the latest job alerts for protection specialist in poole, dor

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