Private Health Executive (Financial Services Administrator)

Up to £28,000

Hybrid - 3 days in Office - Manchester OR Bristol

This role is all based on Retentions and Renewals therefore no cold calling!

This is the perfect role for someone with exposure to either a client service and/or sales environment, looking to join an established, market-leading consulting firm.

What can you expect?

• The opportunity to join a growing and highly successful team working with a broad range of UK companies on bespoke and complex health and benefits solutions
• A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence
• Opportunity to build and maintain an excellent rapport with our clients, providers and colleagues across the business
• Excellent training and development with the ongoing career opportunities

We will rely on you to:

• Proactively assist the team in most aspects of policy management, proposal preparation and the renewal process to better serve clients.
• Provide assistance regarding coverage questions and program adjustments to maintain policies and ensure policies and memberships are up-to-date.
• Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
• Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database.
• Respond directly to simple and moderately difficult client questions and requests, and solicits assistance from senior management as needed.
• Support the team in the acquisition of new clients by means of warm calling and identifying and developing new business opportunities.
• We don’t do any cold calling, we receive calls from potential leads via our group scheme leaver service.
• Utilise the business’ existing network of clients and conduct research in order to generate potential new sales leads.

What you need to have:

• Proven experience working in some form of telephone based sales or customer service capacity, within sectors that could include; insurance, recruitment, marketing or Financial services, with evidence of having previously worked in a target driven environment.
• Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English.
• Excellent attention to detail and organisation skills in completing assigned tasks.
• Competent in the use of MS Office applications.

What makes you stand out:

• Demonstrable capabilities in research, negotiation and relationship management.
• Seasoned customer/client etiquette.
• Exposure to the Commercial Insurance sector, specifically Healthcare