Insurance Sales Executive – Private Health

2 weeks ago


Bristol, Bristol, United Kingdom Marsh McLennan Full time
Insurance Sales Executive – Private Health - Hybrid

We have a fantastic opportunity to join our Mercer Marsh Benefits team in Bristol as a Private Health Sales Executive.

This role is all based on Retentions and Renewals therefore no cold calling

This is the perfect role for someone with exposure to either a client service and/or sales environment, looking to join an established, market-leading consulting firm.

What can you expect?

  • The opportunity to join a growing and highly successful team working with a broad range of UK companies on bespoke and complex health and benefits solutions
  • A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence
  • To build and maintain an excellent rapport with our clients, providers and colleagues across Mercer
  • Excellent training and development with the ongoing career opportunities

What will you be rewarded with?

  • Good work life balance with a competitive salary
  • Comprehensive benefits programs including: excellent pension contributions, private health insurance, tuition assistance, pension, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs
  • 25 days' holiday with the option to buy or sell up to 5 days per year

We will rely on you to:

  • Proactively assist the team in most aspects of policy management, proposal preparation and the renewal process to better serve clients.
  • Provide assistance regarding coverage questions and program adjustments to maintain policies and ensure policies and memberships are up-to-date.
  • Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
  • Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database.
  • Respond directly to simple and moderately difficult client questions and requests, and solicits assistance from senior management as needed.
  • Support the team in the acquisition of new clients by means of warm calling and identifying and developing new business opportunities. We don't do any cold calling, we receive calls from potential leads via our group scheme leaver service.
  • Utilise the business' existing network of clients and conduct research in order to generate potential new sales leads.

What you need to have:

  • Proven experience working in some form of telesales or customer service capacity, within sectors that could include; insurance, recruitment, marketing or financial services, with evidence of having previously worked in a target driven environment.
  • Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English.
  • Excellent attention to detail and organisation skills in completing assigned tasks.
  • Competent in the use of MS Office applications.

What makes you stand out:

  • Demonstrable capabilities in research, negotiation and relationship management.
  • Seasoned customer/client etiquette.
  • Exposure to the Commercial Insurance sector, specifically Healthcare

About Mercer

Mercer provides insights, advice and technology-driven solutions to help build brighter futures for our clients, colleagues and communities. Together, we're redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries, and the firm operates in over 130 countries.

Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annualized revenue approaching $17 billion. Through its market-leading businesses, including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.



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