Full job descriptionPrivate Medical Insurance Adviser
Hybrid / 3-days per week in office
North London
Full-time | Permanent
Competitive (dependent on experience).
Comprehensive benefits (see foot of advert)
Exam Support
Salary £32,000 - £45,000 DOE
An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Private Medical Insurance Adviser
PMI Adviser Job Description
The PMI Adviser will undertake the following key duties (not an exhaustive list):-
*Process and administer Individual and Corporate Private Medical Insurance policy renewals, with the confidence to discuss policy particulars and day to day service requirements with clients.
*Liaise with insurers and underwriters as and when required.
*Assist the Advice Team with new business quotes for Private Medical Insurance, Dental Insurance and Health Cash Plans. This will involve helping with client proposals and comprehensive market
*reviews.
*Following up on warm leads, contacting customers who have made an enquiry.
*Check monthly commissions for expected receipts to arrive and ensure accuracy.
*Input and record client and scheme data accurately on to the back-office systems.
*Process ongoing correspondence with individual clients and service providers, as required.
*Ensure that the new business process is followed and provide regular updates to the Private Medical Insurance Team regarding ongoing new business and renewal cases in the weekly team meetings.
*Write Suitability Reports to be sent to clients within a reasonable time frame of their medical scheme being set up or renewed.
*Ensure quality standards for all processes on their team.
*Engage with the HR Department and with respects to disciplinary and grievance procedures when required.
*Providing reports on productivity and other performance indicators to the Senior Management Team.
*This list is not exhaustive, and the PMI Adviser is obliged to undertake any reasonable task associated with the role on an ad-hoc basis.
Key Skills and Attributes
The PMI Adviser will hold the IF7 (Certificate in Healthcare Insurance Products) qualification and will have a background within Private Medical Insurance.
Private Medical Insurance Adviser will possess exemplary: -
*Organisational, planning, prioritising and multi-tasking skills.
*Oral and written communication skills.
*Information gathering and information monitoring skills.
*Problem analysis and problem-solving skills.
*Judgment and decision-making ability.
*Initiative.
*Professionalism and confidentiality.
*Attention to detail and accuracy.
*Flexibility.
*Microsoft Office skills
Private Medical Insurance Adviser - What’s on Offer
*Competitive salary package.
*Hybrid working pattern (3 days office-based).
*Supportive and collaborative team environment.
*Ongoing training and professional development opportunities.
*The opportunity to play a key role in delivering outstanding client service within a growing team.
*4% matched pension contributions.
*Income Protection Cover (terms apply).
*Death-in-Service Cover (terms apply).
*Health Shield Cash Plan.
*Employee Assistance Programmes.
*Cycle to Work Scheme.
*Employee Discounts.
*Company Activities.
*Breakfast/Fruit supplies.
*Discounted Health Tests.
*Optional Influenza vaccination.
*Employee referral programme.
This role provides a dynamic environment where your expertise can make a tangible difference in clients’ lives while advancing your career within the insurance industry.