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Sales Insurance Adviser (Switch)
Posted 5 months ago
Job summary
A sales role advising existing Private Medical Insurance customers on switching policies, reviewing current policies, understanding underwriting, and helping customers choose suitable options. The role involves detailed customer fact-finding, comparing policies, and managing switch applications without cold calling, with high earning potential and emphasis on quality customer outcomes.
Responsibilities
You will advise existing Private Medical Insurance policyholders on switching insurers by conducting detailed fact-finds and comparing policy features. The role involves managing the entire switch application process from initial enquiry to policy inception while meeting sales and quality targets.
Qualifications
Candidates must have proven experience in UK individual Private Medical Insurance, specifically in switch, renewal, or retention roles. A strong understanding of medical underwriting, policy terms, and consultative sales techniques is essential.
Benefits
- Life Assurance
- Group Income Protection
- Pension scheme
- 26 days holiday
- Bank holidays
- Performance incentives
- Long service recognition
- Paid volunteering day
- Retail benefits
- Technology benefits
- Eyecare benefits
Company
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