Health Insurance Specialist
3 weeks ago
Our client is a high-growth Insurtech company headquartered in Bristol and part of a pan-European group. They are transforming the insurance experience, making it easier and more accessible for individuals and families to protect what matters most. With a focus on innovation and high standards, our client fosters a vibrant, collaborative culture that blends performance with an enjoyable work environment.
The Role
We’re seeking an experienced Private Medical Insurance Advisor to support our client's mission of delivering exceptional insurance solutions. The ideal candidate will have 3-5 years of experience in private medical insurance, ideally within a brokerage environment.
In this role, you’ll work directly with clients, understanding their healthcare needs, guiding them through various insurance options, and providing tailored solutions to ensure they receive the best coverage possible.
This role is suited to someone proactive and customer-focused, with the integrity and professionalism needed to build lasting client relationships. Meeting sales targets is part of the role, and our client is committed to providing the support and development opportunities necessary for your success and growth.
Key Responsibilities
- Respond to real-time inquiries and provide consultations on private medical insurance.
- Conduct interviews with clients to assess their specific needs.
- Clearly explain the features and benefits of different insurance options.
- Analyze current policies and suggest enhancements or adjustments.
- Prioritize and manage sales opportunities to meet and exceed targets.
- Represent our client’s brands professionally, maintaining a client-centered approach.
- Accurately maintain client records in the CRM system.
- Contribute to the refinement of the sales process for improved efficiency.
About You
- 3-5 years of private medical insurance sales experience.
- Strong communication and customer service skills.
- Analytical, organized, and proactive in managing client needs.
- Proven sales abilities with a results-driven approach.
- Competency with Google Suite; Cert CII certification is a plus.
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