Prot Sales Support - Mar22

Sales Support Consultant

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Closing Date: 10/05/2022

Location/Division: Cardiff

Grow Your Career with Us

As an ActiveQuote Sales Support Consultant, you will be responsible for ensuring Telephone Interviews are completed fully and accurately submitted, handling all post-sale administration and customer services, which includes ensuring applications are underwritten. You will also ensure applications are underwritten, customer expectations are management, and applications are turned into live policies with a minimum cancellation rate.

This role is partially telephone-based and, as such, requires a friendly yet professional telephone manner with the ability to build rapport.

 

Responsibilities and Duties

  • Communicate with customers, insurance companies and associated third parties in the most appropriate medium (telephone, email, written) that supports the customer journey and the conversion of sales into live policies
  • Complete medical and lifestyle questionnaires with customers with a high regard for accuracy and submit them to the Insurer within a timely manner
  • Have the confidence and ability to build a rapport that allows the customer to feel at ease when disclosing medical conditions
  • Carry out the necessary administrative functions to convert a sale to a live policy
  • Communicate and support Sales Consultants with regular updates on progress and required action on live cases
  • Have a high regard for compliance within an FCA regulated business and adhere to all legislation and regulatory guidelines
  • To constantly display and encourage ActiveQuote company values of INTEGRITYUNITYINNOVATION and PASSION

Diversity Statement

Together we are stronger, together we are Equal. Here at ActiveQuote, we are committed to building an inclusive culture that values its employees' unique attributes. It’s not about treating everyone the same, it’s about recognising and respecting diversity and ensuring our procedures embrace and suit all. We want all our employees to feel valued and included: We respect each other’s age, gender, disability, race, religion or belief, gender identity and sexual orientation. We play an active role in supporting inclusion and putting an end to discrimination by creating a ‘One ActiveQuote’ approach. If you would like further information on ActiveQuote’s Equality and Diversity Policy, please contact us.

DATA PRIVACY NOTICE


Your information may be shared internally for the purposes of the recruitment exercise. This includes members of the HR and recruitment team, interviewers involved in the recruitment process, managers in the business area with a vacancy and IT staff if access to the data is necessary for the performance of their roles.


ActiveQuote will not share your data with third parties unless your application for employment is successful and it makes you an offer of employment. ActiveQuote will then share your data with former employers to obtain references for you, employment background checks providers to obtain necessary background checks and to obtain necessary criminal records and credit checks. 


ActiveQuote will not transfer your data outside the European Economic Area.