Health Insurance Advisor

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.

Competencies:

• 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.
• Be able to work independently and as part of a team.
• APA certified or willing to work towards same within Lockon.