Health Insurance Advisor

Job details

003512

Ireland, Dublin

Hybrid

Lockton - Experienced Professional

Health Insurance Advisor

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.

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 Lockton

Full Time Permanent