Key tasks and responsibilities

• Consult with individuals via email and phone to assess health insurance needs, considering budget, medical requirements, and coverage.

• Completing fact finds and preparing personalised comparisons and reports for clients.

• Liaise with insurers and clients as required.
• Preparation of marketing documentation for new business, renewals, and mid-term amendments.

• Create and update relevant systems.

• Provide support in the overall servicing of the client’s insurance programme and retention of the business.

• Maintaining organized records of client’s interactions, policy details and relevant documents, ensuring compliance with data protection regulations.

• Participate in training sessions, workshops, and seminars to enhance knowledge of health insurance products.

• Deliver a high level of customer service.
• Proactive monitoring of incoming queries and email to arrange review and renewal calls in a timely manner.

• Supporting team and management functions where necessary

• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.

• Experience in customer service facing role.

• Excellent communications and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.

• Strong analytical and problem-solving abilities to assess client needs, compare policy options and provide suitable recommendations.

• Proficient in Microsoft products (Word, Excel, Outlook) or similar software applications.

• Effective collaborator with a goal-oriented approach to achieving success.

• APA certified in Health Insurance or willing to work towards same within Lockton.