Health Insurance Advisor

at  Lockton Inc

Dublin, County Dublin, Ireland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 Nov, 2024Not Specified30 Aug, 2024N/AGood communication skillsNoNo
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Description:

DESCRIPTION

Key tasks and responsibilities

  • 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

Responsibilities:

  • 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 necessar


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Insurance

Banking / Insurance

Insurance

Graduate

Proficient

1

Dublin, County Dublin, Ireland