Protection Consultant - Broker New Business Support The Protection Consultant – will provide high quality support and assistance to our intermediary partners across the different elements of their life application journey.
The role of the Protection Consultant, Insurance is to service, manage and support engagement with external intermediary partners via telephone, email and through additional communication methods as they develop.
The role will also be pivotal in identifying adviser query trends, signposting tools for advisers to self-manage and engaging with their allocated BDM to help develop increased levels of business.
This is a fantastic opportunity to join a new team in a growing business and will be key to developing HSBC's share of the protection market through our intermediary partners by providing an exceptional level of support.
The role will act as the first line for adviser queries and support and, as such, this role will give the opportunity to learn a wide range skills and knowledge across underwriting, commission, on-boarding and application processing.
The main attraction for all the team is the opportunity to contribute to the success of a progressive business and to grow as the proposition grows.
Your responsibilities will include and are not limited to: Taking responsibility for resolving an adviser's query in the most effective way possible.
Taking broker calls, creating positive broker outcomes whilst ensuring relevant SLAs are maintained.
Achieving consistent, positive, adviser feedback through measured interactions.
Supporting the commercial/product/propositional elements of new and existing partnerships to provide feedback to Business colleagues to help shape the proposition on a continuous basis.
Ensuring consistent delivery of a superior customer experience and service level for external intermediary partnerships.
Liaise and manage credibly across a wide variety of internal stakeholders, both within the Insurance distribution channel as well as the wider business.
Working closely with the BDM team to identify coaching and development opportunities with advisers and firms.
Ability to influence stakeholders to help deliver protection forecasts.
The ability to manage multiple relationships at all levels with external stakeholders.
Effective risk management – Identifying risks and working with your Line Manager and wider risk function to ensure ongoing protection of business and functions.
The ideal candidate for this role will have the following skills/experience: Experience working in relevant environment/s, i.e.
Financial Services or related discipline Experience working in relevant market/context, i.e.
UK external Intermediary Market Past working experience in a relevant role, i.e.
Working with brokers/advisers across a range of communication channels Proven experience of leading the delivery of excellent broker/customer service and proactively looking for innovative ways to improve the service delivered to brokers/customers Excellent written and spoken communication skills with experience of successfully influencing others Built effective networks both internally and externally and created opportunities for others to work collaboratively A comprehensive understanding of the regulatory frameworks and compliance requirements associated with financial services and experience of working within these.
The base location for this role is either: Fareham (Hants) or Whiteley Being open to different points of view is important for our business and the communities we serve.
At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: ****** Telephone: +44 207 832 8500