Private Medical Insurance Adviser

A highly organised and proactive Private Medical Insurance Adviser will undertake the following key duties:

• Process and administer Individual and Corporate Private Medical Insurance policy renewals, discussing policy particulars and day-to-day service requirements with clients.
• Liaise with insurers and underwriters as required.
• Assist the Advice Team with new business quotes for Private Medical Insurance, Dental Insurance, and Health Cash Plans, including client proposals and comprehensive market reviews.
• Follow up on warm leads, contacting customers who have made an enquiry.
• Check monthly commissions for expected receipts and ensure accuracy.
• Input and record client and scheme data accurately on back-office systems.
• Process ongoing correspondence with individual clients and service providers as required.
• Ensure that the new business process is followed and provide regular updates to the Private Medical Insurance Team regarding ongoing new business and renewal cases in weekly team meetings.
• Write Suitability Reports to be sent to clients within a reasonable time frame of their medical scheme being set up or renewed.
• Ensure quality standards for all processes on the team.
• Engage with the HR Department regarding disciplinary and grievance procedures when required.
• Provide reports on productivity and other performance indicators to the Senior Management Team.

Key Skills and Attributes:

• IF7 (Certificate in Healthcare Insurance Products) qualification and a background within Private Medical Insurance.
• Exemplary organisational, planning, prioritising, and multi-tasking skills.
• Oral and written communication skills.
• Information gathering and monitoring skills.
• Problem analysis and problem-solving skills.
• Judgment and decision-making ability.
• Initiative, professionalism, and confidentiality.
• Attention to detail and accuracy.
• Flexibility and Microsoft Office skills.

What’s on Offer:

• Competitive salary package.
• Hybrid working pattern (3 days office-based).
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.
• The opportunity to play a key role in delivering outstanding client service within a growing team.
• 4% matched pension contributions.
• Income Protection Cover (terms apply).
• Death-in-Service Cover (terms apply).
• Health Shield Cash Plan.
• Employee Assistance Programmes.
• Cycle to Work Scheme.
• Employee Discounts.
• Company Activities.
• Breakfast/Fruit supplies.
• Discounted Health Tests.
• Optional Influenza vaccination.
• Employee referral programme.

This role provides a dynamic environment where your expertise can make a tangible difference in clients' lives while advancing your career within the insurance industry.