Private 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.