Healthcare Insurance Adviser

As Sales Adviser you will effectively manage a portfolio of existing clients and convert new business enquiries, generate some prospects and successfully achieve a range of business targets, including revenue growth, retention and quality. We have a large book of clients to deal with, so you won't need to source or bring clients with you.

You will need a proactive approach in managing and engaging with our clients and prospects, combined with detailed technical knowledge and understanding of products provided by our Healthcare and some Protection. A professional written, telephone manner and customer service skills are paramount. It is desirable that you have worked in insurance field and that you wish to aspire in a sales environment. Product training can be provided.

Responsibilities:

• Managing expectations of the client's demands and needs in a professional manner.


• Meeting service level agreements with various clients.


• Working within a team to balance the workload and work together.


• Dealing with queries from clients and administration of existing business


• Appointment making, diary- keeping, updating pipeline


• Comply with Company Compliance
  
  Understanding of a range of products within the healthcare arena


• Willingness to learn


• Computer skills - competence with using various software


• Developing and maintaining technical knowledge and qualifications


• Excellent communication and written skills.


• Exemplary Customer service skills


• Flexibility and ability to work in a pressurised sales environment, IF7 & IF1 exams desirable.


• Experience of working in a similar customer service/sales environment in financial services


• 2+ years' experience in a similar environment (desirable)
  
  Alan Boswell Group has built its reputation as the natural choice for friendly, expert advice on insurance, risk management and financial services. Its stability within the market for over 40 years builds on its success, but it also reflects the market by changing rapidly to meet our customer requirements. We are proud of our people, their successes, and value their contributions to our growing business.
  
  25 days annual leave + Bank Holidays (option to purchase up to 3 additional holiday days in April each year)


• Annual company bonus scheme


• Life Insurance (4x annual salary)


• Bupa Cashplan


• Salary Exchange pension scheme


• Supported professional training and development


• Discounted financial services and insurance products


• Funded professional memberships


• Recruitment referral incentive bonus 'refer a friend'


• Cycle to work scheme


• Group Income Protection


• Private Medical cover


• Wellbeing programme


• Paid sickness - 20 days a year


• Annual salary review