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- Tasks: Administer private medical insurance policies and support clients with queries.
- Company: Join Santé Group, a vibrant health insurance broker prioritising wellbeing.
- Benefits: Enjoy private medical insurance, mental health support, travel cover, and retail discounts.
- Why this job: Make a real difference in clients' lives while growing your career in a dynamic environment.
- Qualifications: Experience in medical insurance and strong IT skills are essential.
- Other info: Flexible team culture with opportunities for personal and professional growth.
The predicted salary is between 25000 - 32000 £ per year.
Looking for an exciting opportunity to grow and thrive in a dynamic workplace? Join our team as a Client Support Adviser! We’re an independent health insurance broker located in the village of Broughton, just minutes from Preston, with excellent transport links, situated within minutes of the M55 and M6. At Santé Group, wellbeing isn’t just a policy, it’s a priority. You’ll enjoy benefits like private medical insurance, mental health support, travel cover, wellness platforms, and retail discounts that make everyday life a little brighter.
Reporting to our Head of Client Support, we would love to hear from you if you bring:
- Experience in the medical insurance industry
- Exceptional IT skills
Full job description is below:
Role Specific Responsibilities- To administer a portfolio of Private Medical Insurance policies for our Corporate and Individual clients.
- To maintain the firm’s bespoke customer database ArchAngel at all times.
- To answer any client queries accurately and in a professional and timely manner and to keep accurate clear and concise records for audit trail purposes.
- Completing a market review analysis for our annual renewals and compiling a report on behalf of the adviser with the findings.
- To assist the team with new business quotations, compiling a report on behalf of the adviser.
- Providing high level administration support to the advisers.
- Dealing with ‘day to day’ policy amendments including change of addresses, new members, leavers, adding dependants.
- Recording the correct details on the firm’s database and liaising with the insurer accordingly to request new membership documents.
- Checking that all documentation received from insurers is accurate.
- To ensure that your allocated ‘task list’ is always kept up to date complying with the firm’s SLA’s.
- To ensure that all client information is treated in accordance with the Data Protection Act.
- Assist in maintaining good working relationships with insurance companies.
- Any other ad hoc administration duties.
- Awareness of the rules and regulations and practice requirements of all regulatory procedures including the Financial Conduct Authority, Data Protection Act and Anti Money Laundering Regulations.
- Private Medical Insurance knowledge is essential.
- Knowledge of other Health & wellbeing products would also be desirable.
- Experience of using Word, Excel, Outlook and company database is essential.
- Well developed communication skills, both written and verbal.
- Good time management.
- Clear telephone manner and clear listening skills.
- Team player.
- Flexible approach.
- To demonstrate drive and positive approach to work and a determination and motivation to achieve all tasks assigned accurately and in a timely manner.
This is not an exhaustive job description; however, it does highlight the principal responsibilities.
Client Support in Broughton employer: Santé Group
Contact Detail:
Santé Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support in Broughton
✨Tip Number 1
Network like a pro! Reach out to your connections in the medical insurance industry and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions for Client Support roles and practice your answers. We want you to shine, so think about how your experience aligns with what Santé Group is looking for.
✨Tip Number 3
Show off your IT skills! Since exceptional IT skills are a must, be ready to discuss your experience with relevant software. Maybe even bring examples of how you've used tech to improve client support in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Santé Group. Let’s make this happen!
We think you need these skills to ace Client Support in Broughton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in the medical insurance industry and any relevant IT skills to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Client Support role and how your experience aligns with our values at Santé Group. Keep it friendly and professional!
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Santé Group
✨Know Your Stuff
Make sure you brush up on your knowledge of private medical insurance and any related health and wellbeing products. Being able to discuss industry trends or recent changes in regulations will show that you're not just familiar with the basics, but that you're genuinely interested in the field.
✨Show Off Your IT Skills
Since exceptional IT skills are a must for this role, be prepared to talk about your experience with Word, Excel, Outlook, and any databases you've used. Maybe even bring examples of reports or analyses you've completed in the past to demonstrate your proficiency.
✨Communication is Key
As a Client Support Adviser, you'll need to communicate clearly and professionally. Practice articulating your thoughts and responses to common interview questions. Consider doing a mock interview with a friend to refine your communication style and ensure you come across as confident and approachable.
✨Be Ready for Scenario Questions
Expect to be asked how you would handle specific client queries or situations. Think of examples from your past experience where you successfully resolved issues or maintained good relationships with clients. This will help you illustrate your problem-solving skills and ability to work under pressure.