Team -Digital BusinessWorking Pattern - Hybrid - 2 days per week in the Vitality Stockport Office. Full time, 35 hours per week.
Top 3 skills needed for this role:- Problem Solving
- Proactive
- Organised
What this role is all about:To provide operational support for the DBC Channel. The
Business Consultant Executive role is largely based on the process from application to the point of sale. The role is a combination of ensuring cases go through the pipeline efficiently and also providing added value to the channel by supporting the brokers and Account Managers. This will include ringing Advisers to book in appointments with their
Business Consultant for introductory calls or follow up calls.
Key Actions- Following an organised approach, working on a prescribed number of cases each day with the goal of getting the application through underwriting as efficiently as possible.
- Contacting brokers and customers where necessary to obtain information or to update them via email or phone.
- Liaising with the New Business team to resolve issues, get reports uploaded, and gain clarity and confirmation on underwriting requirements.
- Liaising with external providers to ensure that GP reports are completed in an efficient manner and the Concierge team to ensure medical appointments are carried out
- Answering incoming communications via email or telephone.
- Building rapport with brokers to ensure they receive the best customer service. This role is an extension from the Account Manager role.
- Liaising with New Business Team to obtain and create quotes
- Activating Cases
- Building a relationship so the broker is confident in trusting us with their business and always has support for any requirements
- Cleansing data via the FCA / Company House websites, along with data gathering
- Calling advisers and doing soft fact finds to establish their protection background what they know/don't know about Vitality, and then booking in appointments for the Consultants
Essential Skills needed to fulfil this role:- Excellent organisational, interpersonal and communication skills
- Proven track record of working within an operational department
Desirable- Significant sales administration experience with brokers and or IFA's
- Previous knowledge of working within an intermediated environment
So, what's in it for you?- Bonus Schemes - A bonus that regularly rewards you for your performance
- A pension of up to 12%- We will match your contributions up to 6% of your salary
- Our award-winning Vitality health insurance - With its own set of rewards and benefits
- Life Assurance - Four times annual salary
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page.
Fantastic Benefits. Exciting rewards. Great career opportunities!If you are successful in your application and join us at Vitality, this is our promise to you, we will:- Help you to be the healthiest you've ever been.
- Create an environment that embraces you as you are and enables you to be your best self.
- Give you flexibility on how, where and when you work.
- Help you advance your career by playing you to your strengths.
- Give you a voice to help our business grow and make Vitality a great place to be.
- Give you the space to try, fail and learn.
- Provide a healthy balance of challenge and support.
- Recognise and reward you with a competitive salary and amazing benefits.
- Be there for you when you need us.
- Provide opportunities for you to be a force for good in society.
We commit to all these things because we want you to feel that you belong, and to be happy and healthy.About The CompanyVitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.We've been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We're successful because we attract, develop, and retain the best people - and because we care.Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.
Ready to find out if we're the right fit for you? We can't wait.Diversity & InclusionWe're committed to diversity and inclusion because it's good for our employees, for our business, and for society. To learn more please visit our Careers page.
Vitality's approach to sustainabilityVitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page.
If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible. 
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