Small Quotes Assessor

Canada Life Group; Bristol; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in the UK seeks a candidate for risk assessment and customer service in Group Life and Income Protection. Responsibilities include evaluating corporate risks, resolving customer queries, and negotiating competitive terms with intermediaries. Ideal candidates will have strong analytical problem-solving skills, attention to detail, and excel in a team environment. The role offers a competitive salary, benefits including private medical insurance, and professional development opportunities.

Benefits

Competitive salary

Pension scheme

Private medical insurance

Life assurance

Professional development opportunities

Qualifications

• Good problem solving and analytical skills.
• Attention to detail to appropriately assess risk.
• Ability to work in a customer deadline-driven environment.
• Knowledge to handle sensitive data appropriately.
• Good Excel and data manipulation skills.
• Ability to work as part of a team towards shared targets.
• Excellent communication skills to support internal and external customers.

Responsibilities

• Assessment and evaluation of sub‑100 life corporate risks.
• Resolving customer queries in a timely manner.
• Negotiating rates and terms with IFA's to maximize business retention.
• Participate in the continuous review and improvement of processes.

Skills

Problem solving

Analytical skills

Attention to detail

Customer service

Excel skills

Communication skills

Job description

Job Summary

The profitable acquisition and retention of Group Life, Group Income Protection and Group Critical Illness schemes, ensuring the appropriate underwriting metrics and guidelines are adhered to, and quotations issued are in line with the Group strategy.

What You’ll Do

• Assessment and evaluation of sub‑100 life corporate risks. Using set rules of allowable adjustments and personal judgement in order to process quotations in line with agreed company and customer service standards.
• Resolving customer queries and problems in a timely and efficient manner. Identifying any customer notification of dissatisfaction and recording in line with the Regulatory complaint company process.
• Negotiation of Canada Life’s rates and terms with IFA's in order to improve our competitive position and maximise our opportunity to write and retain business.
• As a member of the team, participate in the continuous review and improvement of the department’s processes and procedures to ensure the provision of timely, accurate and efficient levels of service.

Who You Are

• Good problem solving and analytical skills.
• Attention to detail in order to appropriately assess risk.
• Ability to work in a customer deadline driven environment.
• Knowledge to handle sensitive data appropriately.
• Good Excel and data manipulation skills.
• Ability to work as part of a team towards shared targets.
• Excellent communication skills to support internal and external customers.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.