General information
Vacancy location
Location
Ireland, Dublin
Work Place
Hybrid
Region
UK
Vacancy details
Job Profile
Lockton - Experienced Professional
Title
Health Insurance Advisor
Description
- 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.
Candidate Profile
- 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
Custom section 3
Scheduled
Full Time Permanent