Private Medical Insurance Adviser
Private Medical Insurance AdviserHybrid / 3-days per week in officeNorth LondonFull-time PermanentCompetitive (dependent on experience).Comprehensive benefits (see foot of advert)Exam SupportSalary £32,000 - £45,000 DOEAn award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Private Medical Insurance AdviserPMI Adviser Job DescriptionThe 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 marketreviews.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 ..... full job details .....
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