Private Medical Insurance Adviser

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.