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CLA Healthcare Adviser

Hyperion Insurance Group
Job LocationBaildon
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job purpose summary

  • The Company is committed to ensuring the fair treatment of our customers and the delivery of positive and appropriate outcomes. You will be expected to uphold this ethos at all times.Effectively manage a portfolio of existing CLA consumer clients and convert sales enquiries from an allocation of new business leads and prospects to successfully achieve a range of business targets including revenue growth, retention and quality.
  • Adopt a proactive approach in managing and engaging with CLA members to develop business potential by exploiting market opportunities and using the full range of services offered by the business.
  • Maintain records in a timely and accurate manner to enable the business to obtain all relevant and required management information.
  • You will be expected to work within the Companys established business procedures and the confines of the relevant regulatory environment.
    • Key responsibilities & accountabilities
  • You will be required to advise on private medical insurance and cross sales insurance policies to achieve best fit and in accordance with the Companys commitment to ensuring the fair treatment of our customers and the delivery of appropriate outcomes at all times.
  • Support the development of existing relationships with key personnel at the Country & Business Association to ensure a consistent and growing flow of new business leads as well as retaining all existing clients
  • Conduct a comprehensive market review to gather sufficient information to enable you to make a suitable recommendation ensuring the delivery of appropriate outcomes at all times.
  • Complete all supporting documentation in a compliant, timely and accurate manner.
  • Ensure outstanding items, payments and mandates are followed up regularly by maintaining an effective diary tracking system.
  • Maintain accurate and relevant data from conversations and correspondence in agency
  • Consider and propose both pre and post-sale communication strategies and gain testimonials to support the activity of the team when promoting our services.
  • Promote effective working relationships with staff throughout the business.
  • Maintain an understanding and appreciation of our Conduct Risk responsibilities
  • Maintain an effective and thorough understanding of the Health & Wellness market and all related products and services.
  • Comply at all times with the requirements of the Financial Services and Markets Act 2000, the Financial Services Act 2012 and the Financial Conduct Authority rules.
  • Ensure all departmental information is handled securely and in accordance with The Data Protection Act 1998 at all times.
  • Comply with all Company systems and procedures.
  • Pass any client complaints to your Line Manager for action and notification to the Complaints Officer in line with the Companys Complaints Procedures.
  • Maintain professional competence, undertaking training as identified in your performance review and the training and competence requirements of the Company.
  • Support the departmental Key Performance Indicators / Service Level Agreements asdirected by your Manager.
  • Be aware of the Business Continuity Plan (BCP) and ensure that relevant information is kept up to date.
  • Be actively involved in the formulation, testing and execution of the plan as and when required.
  • Maintain accurate and secure records using the Companys internal IT systems.
  • Undertake all other duties as required and directed
  • Special projects:
  • As requested by Line Manager/Team Leader.
  • Other Duties:
  • Due to the changing nature of the business, the job holder may from time to time berequired to undertake other activities of a similar nature that fall within their capabilities.
    • Training, education & qualification
  • Undergo training as necessary in all aspects of systems, products and insurance and obtain the relevant CII qualifications as per the companys professional education policy.
    • Skills, knowledge and abilities
  • Working experience within Consumer business
  • Excellent written skills and knowledge of all Microsoft Office applications.
  • Excellent telephone manner, outstanding interpersonal and effective communication skills.
  • Commercial awareness.
  • Analysis and judgement.
  • Handling information.
  • Relationship building.
  • Effective time management.
  • Ability to identify and match products with customer requirements.
  • Observe the terms of the Data Protection Act 1998 and the companys registration under the Act.
  • Maintain absolute client and company confidentiality at all times.
  • Observe the routines outlined in the departments procedure manuals.
    • Behaviours
  • Adopt and embrace the principles of the Companys Values, treating our customers fairly at all times.
  • Act in a dignified and professional manner at all times.
  • Co-operation.
  • Customer focussed.
  • Enthusiastic, positive, professional attitude.
  • Excellent organisational skills.
  • Ability to self-motivate.
  • Desire and drive.
  • Persuading and influencing.
  • Maintain absolute client and company confidentiality at all times.
  • Accurate work with attention to detail.
  • Meticulous and thorough.
  • Sense of responsibility and ownership.

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