Job Title: Health Insurance Advisor
This is a fantastic opportunity to join a dynamic, client-focused team as a Health Insurance Advisor. As a trusted point of contact for clients, you will help them navigate their health insurance options with confidence.
The successful candidate will have previous experience in a customer-facing role in the health insurance sector and be able to explain complex information clearly and concisely. Strong analytical skills, a proactive approach, and excellent communication skills are essential.
Key Responsibilities:
• Consult with clients via phone and email to assess their health insurance needs.
• Complete fact finds and prepare personalized comparisons and reports.
• Liaise with insurers and clients to ensure smooth communication and service delivery.
• Prepare marketing documentation for new business, renewals, and mid-term amendments.
• Maintain and update internal systems with accurate client and policy information.
• Support the servicing and retention of client insurance programmes.
• Ensure compliance with data protection regulations through meticulous record-keeping.
• Participate in ongoing training to stay current with health insurance products.
• Deliver exceptional customer service and proactively manage client queries and renewals.
• Collaborate with team members and support management as needed.
What We're Looking For:
• APA certification or CIP qualified.
• Previous experience in a customer-facing role in the health insurance sector.
• Ability to explain complex information clearly and concisely.
• Analytical mindset with strong problem-solving skills.
• Team player with a proactive, goal-oriented approach.
• Ability to work independently and collaboratively.