- Minimum of 12 months experience in financial services/regulated sales/insurance sales environment
- You will take inbound calls where you will fact find on potential customers needs when enquiring about continuing their Private Medical Insurance.
- You will be required to obtain detailed medical history of your customers in order to determine the correct cover and underwriting terms.
- Ability to deliver difficult and challenging messages sensitively around the continuation of cover, eligibility for ongoing conditions and the higher premiums associated to that risk.
- You will understand and ensure compliance levels are met on every interaction.
- You will organise and manage your daily workload, so you continue to keep in touch with your customers, whilst they consider quotes and make changes. Ensuring they convert to sales.
- You will have proven sales background where you enjoy exceeding targets (minimum of 12 months) and can evidence working to stretching sales targets (API written) as well as KPIs such as conversion rates (Calls, leads, quotes, sales, average premium) and quality measures (NTU rate, QA Score and Complaints)
- Previous experience selling Private Medical Insurance/Other insurance products with an understanding of the application of Underwriting.
- Work effectively with not only direct clients but with our intermediaries and Group Secretaries to provide an exceptional service for our Group Leaver Customers.
- Have a professional approach with the ability to tailor your calls to the customer whilst meeting the compliance standard.
- Be well organised to effectively manage the complex post-sales pipeline and administration tasks.
- Self-motivated to make sure you are up to date with any product changes.
- Team player who shares knowledge and who positively participates in Team meetings and group settings.
- You will be computer literate as you will manoeuvre from different systems to provide quotes and record accurate information.
- A pension of up to 12%– We will match your contributions up to 6% of your salary
- Free healthy breakfast and lunch when attending the office
- Life assurance 4 x salary
- Personal Health Fund to pay towards expenses such as optical, dental, health assessments, chronic prescriptions and activity tracking device
- Free healthy breakfast and lunch when attending the office
- Discounted gym membership
- Free cinema tickets at Vue and Odeon Cinemas every month if you stay active
- 50% off trainers at Runnersneed (one pair per plan year) plus 15% off full priced items.
- & Much more..!