General Insurance Business Assessor

Openwork UK Ltd


Date: 5 days ago
City: Swindon, England
Salary: £40,000 per year
Contract type: Full time
As Business Assessor, you will assess the suitability of advice given by Openwork Appointed Representatives across our GI business lines This is a six month fixed term contract, based two days a week in our Swindon office. The benefits:
  • Salary -up to £40,000
  • Bonus scheme - on target bonus - 7.5%
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  • Critical illness cover
  • Income protection - 1 x salary
  • Death in service - 4 x salary
  • 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Your responsibilities will include:
  • Review client files within the agreed criteria to the appropriate standards and in accordance with the current Insight checklists.
  • Ensure all case checking assessment is conducted and recorded in an accurate, effective and fair manner.
  • Identify any errors or discrepancies in advice given, escalating to Team Leader or Team Manager if required.
  • Proactively identify trends and feed continuous improvement.
  • Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions.
  • Achieve the agreed number of advice checks and peer review checks per day, as well as other SLAs.
  • Identify and build relationships with key contacts (both internally and externally), providing advice and guidance as required.
  • Working effectively with the appropriate Operations, Distribution and Compliance teams to improve advice quality across the network.
  • Provide courteous and consistent support to team members, advisers and supervisors to improve advice quality.
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