Lifesearch LifeSearch voted the Protection Intermediary of the Year for 2013 by Money Marketing magazine
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Reporting to: New Business Team Leader
Employment: Permanent

Main purpose

To successfully process paper based and ‘live’ on-line life insurance applications from clients and therefore to support our advisers:

  • Processing business via live phone transactions with clients.
  • Processing proposal forms received from clients via the post.
  • Effective communication with clients and occasionally life insurance companies.
  • Being committed to contribute to achieving team targets.

Key responsibilities


  • Accurately input data and information onto systems.
  • Effectively and professionally communicate with clients by telephone, email and letter.
  • Ensure that clients are called punctually during their requested time slot for any live transactions.
  • Manage work efficiently and within agreed timescales to achieve business targets.
  • Understand the underwriting process to ensure life insurance applications are assessed correctly and efficiently.
  • Establish a strong relationship with the Support Teams and Advisers.


  • Basic level of relevant life insurance product knowledge and trusts.
  • Awareness of Money Laundering procedures.
  • Highly competent in Online business processing system.
  • Good knowledge of underwriting processes and requirements.

Business Awareness

  • Understand the main purpose and business aim of LifeSearch.
  • Understand how the support role and tele-underwriting role contributes to the success of LifeSearch.
  • Understand the support targets and how these work with the sales targets.
  • Highlight potential life insurance sales opportunities and issues.

Communication & Teamworking

  • Be aware of the workloads of other members of the team and other teams within the group and offer help where needed.
  • Liaise with Advisers and keep them up to date with their cases where required.
  • Contribute to the intranet, sharing ideas and knowledge.

These are the main elements of the job. However, from time to time you will be expected to undertake tasks outside of this job description and to use your initiative to develop the role.

Experience, Knowledge, Skills and Attitude

Qualifications and Experience

  • Educated to GCSE a minimum of grade C in Maths and English.
  • Experience of working in a customer service environment.
  • Exceptional telephone skills.
  • Proven track record of providing excellent customer service.
  • Experience of working with databases & management of them.

Skills and Knowledge

  • Excellent keyboard skills in terms of accuracy and speed.
  • Computer literacy – Internet and MS Office.
  • Able to see the wider picture and are commercially astute.
  • Able to motivate colleagues.
  • Ability to confront difficult situations.
  • Direct communicator and is able to give good constructive feedback.

Personal qualities

  • Good team worker and self motivator who remains calm under pressure, possesses high standards and is flexible.
  • Must be interested in building and contributing to a growing business.
  • Innovative ideas.
  • Ability to respond positively to feedback.
  • Leads by example.
  • To be open & honest.

If this position sounds attractive to you, if you believe you have talent and the ambition, then that's excellent news for LifeSearch. Email your CV today.

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Our Awards
LifeSearch wins another prestigious award for 2013

Best Protection Adviser
9 years in the last 10
for advice, service, innovation

See our other awards >

Our Customers Say
LifeSearch rate
We are currently rated at 91.6%, Independently measured September 2012 to February 2013 – Kampyle Ltd

LifeSearch is consistently voted the UK's Best Protection Adviser.