General Insurance Business Assessor

• 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.

• Previous experience in a financial services organisation.
• Previous business assessment experience.
• CeMAP qualified desirable.
• Knowledge of regulatory requirements, TCF, Data Protection and Financial Crime.
• High level of attention to detail coupled with excellent accuracy.
• Sound judgement, ensuring impartiality and consistency.
• Good problem solving, analytical and decision-making skills. 
• A strong communicator, able to listen and build relationships effectively at a variety of levels.
• Time management, planning, prioritising and organisation skills.
• Remains calm when under pressure. 
• A natural customer focus, able to cope with difficult and challenging situations.
  

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.