About the Role
As a Health Insurance Advisor, you will be the trusted point of contact for clients, helping them navigate their health insurance options with confidence. You will provide expert advice, tailored recommendations, and outstanding service, ensuring each client receives the best possible outcome.
Key Responsibilities:
* Consult with clients via phone and email to assess their health insurance needs.
* Complete fact finds and prepare personalised 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.