Intermediary Sales Advisor

Intermediary Sales Advisor

Brighton, BN1 4FY

Permanent

Full time - 35 hours per week

Salary around £30k plus Sales Incentive Plan

Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve. You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose - helping people live longer, healthier, happier lives.

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with OIC), Egypt and Hong Kong (China) as well as regional offices in mainland China, Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

Role Overview

As Sales Advisor you will proactively manage a portfolio of PPAs. You will grow our business in line with agreed targets and deliver these targets with the highest level of customer care. Through regular and positive contact you will identify opportunities to grow your portfolio. You will build strong relationships with your brokers by delivering exceptional service. This is a targeted environment and you will be incentivised based on an agreed sales target. You must work on both an individual and a team basis to ensure challenging regional sales targets are achieved, so ensuring the team achieves its yearly Annual Operating Plan.

You should be a champion of change through initiating and driving continuous improvements within the Team that improve the broker journey within Bupa Global.

What you’ll do:

- Build profitable relationships with all PPAs assigned to you by delivering the highest standard of customer service with an emphasis on proactively seeking opportunities for winning new business and increasing the net growth of your portfolio.
- Proactively manage all aspects of the portfolio assigned to you, including pricing discussion and all sales needs, negotiating these through outbound and inbound contact.
- Analyse and interpret CRM Sales MI data to develop and build strong business relationship with your portfolio brokers and keep the customer informed at all times.
- Aid the business to maintain and grow our customer base with a pro-active approach to providing excellent customer service.
- Deliver the highest level of customer care to include taking ownership of day-to-day sales and service queries, liaising with the appropriate areas of the business to resolve and, if appropriate, communicate back to third parties.
- Work closely with enrolments team to ensure seamless and accurate on boarding of any won business with hand over to the Account management teams.
- Work closely with your colleagues to support and help resolve complex queries in order to find a resolution for the customer.
- Foster a continuous improvement mindset and work with your colleagues to identify improvements and transform great ideas into tangible implementation steps to drive the business forward.
- Make proactive outbound calls to brokers generating sales opportunities to further increase the potential of conversion and sales.
- Having identified a sales opportunity, ensure that Salesforce records are created and continually updated with the required information to enable accuracy and quality and tracking of data.
- Complete a thorough fact find on each opportunity to validate the lead.
- Through outbound calls ensure that all quotes/leads, within the region, are secured by regular follow-up calls and record the reasoning explaining each outcome to be used for future business analysis.
- Follow all call procedures and ensure standards of performance are met.
- Manage all tasks alongside phone calls through effective time management, planning and prioritising workloads to maintain an effective and functional service level.
- Work closely with the Business Development Manager to ensure that regional sales targets are met and exceeded, and that regional trends are cascaded throughout the team.
- Action telephone point of hit work to ensure that necessary administrative tasks are undertaken within set deadlines.
- Competently deal with all types of complaints and escalate when necessary.
- Ensure that we proactively educate and develop our brokers on products and procedures through clear and consistent communication, by identifying broker training needs and solutions.
- Keep abreast of competitor activity, products and regional trends, sharing all new information with colleagues and use this information during negotiations to secure and maintain profitable business.
- Assist with client visits and deliver training support for the broker network whether in house or off
- site, e.g. fo