Protection Advisor Team Lead

OneDome

  • Southampton
  • Permanent
  • Full-time
  • 1 month ago
CMME is an established, directly authorized mortgage brokerage firm based in Hampshire. We have been trading successfully since 2004 and are one of the largest mortgage brokerages in the UK.CMME became a part of the OneDome Group in 2023. OneDome Group owns two property listing websites; Onedome.com and Nethouseprices.com, as well as a wealth manager.OneDome is an award-winning next generation property marketplace (one stop shop housing ecosystem). We are a market disruptor enabling home movers to conduct an end-to-end property transaction via a single platform. The OneDome platform makes transactions faster, more assured and allows customers to have greater control over their transactions.OneDome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK.Roles and ResponsibilitiesCMME are looking to bring an experienced Senior Protection Advisor on board to join and oversee the Protection team. You will be experienced managing and leading teams, including onboarding and training. As a hands-on Advisor your role will also encompass liaising with clients to advise on and recommend appropriate insurance solutions and give a high level of client care.The majority of leads are provided from the mortgage team which ensures a busy pipeline so you must be confident in handling your own caseload but also prepared to do an element of self-generation.Your day-to-day responsibilities will include:
  • Oversight of the Protection team including, conducting performance reviews, feedback, and day to day support to the team.
  • In addition to the above, you will also provide a quality compliant and efficient insurance advice service to our clients always.
  • Ensuring client expectations are managed throughout the process and their outcome is a positive experience.
  • Ability to work under pressure, as part of a team and individually as required by the demands of the role.
  • An excellent communicator and ability to build sound relationships.
  • To liaise fully with the administration team to ensure a seamless process of the insurance application.
  • Ensure a high level of data gathering and data input accuracy is recorded.
Person Specification
  • Previous experience in a Protection only role, with excellent Protection conversion rates and proven historic figures is essential.
  • People management experience

OneDome