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* Consult with individuals via email and phone to assess health insurance needs, considering budget, medical requirements, and coverage.
* Completing fact finds and preparing personalised comparisons and reports for clients.
* Liaise with insurers and clients as required.
* Preparation of marketing documentation for new business, renewals, and mid-term amendments.
* Create and update relevant systems.
* Provide support in the overall servicing of the client’s insurance programme and retention of the business.
* Maintaining organized records of client’s interactions, policy details and relevant documents, ensuring compliance with data protection regulations.
* Participate in training sessions, workshops, and seminars to enhance knowledge of health insurance products.
* Deliver a high level of customer service.
* Proactive monitoring of incoming queries and email to arrange review and renewal calls in a timely manner.
* Supporting team and management functions where necessary.
* Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
* Experience in customer service facing role.
* Excellent communications and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
* Strong analytical and problem-solving abilities to assess client needs, compare policy options and provide suitable recommendations.
* Proficient in Microsoft products (Word, Excel, Outlook) or similar software applications.
* Effective collaborator with a goal-oriented approach to achieving success.
* Be able to work independently and as part of a team.
* APA certified or willing to work towards same within Lockon.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing and Customer Service
* Industries
Insurance
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