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Job Responsibilities
* Consult with individuals via email and phone to assess health insurance needs, considering budget, medical requirements, and coverage.
* Complete fact finds and prepare personalised comparisons and reports for clients.
* Liaise with insurers and clients as required.
* Prepare 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.
* Maintain organized records of client 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.
* Proactively monitor incoming queries and emails to arrange review and renewal calls in a timely manner.
* Support team and management functions where necessary.
* Communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
* Have experience in a customer service facing role.
* Exhibit excellent communications and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
* Demonstrate strong analytical and problem-solving abilities to assess client needs, compare policy options, and provide suitable recommendations.
* Be proficient in Microsoft products (Word, Excel, Outlook) or similar software applications.
* Be an effective collaborator with a goal-oriented approach to achieving success.
* Be able to work independently and as part of a team.
* APA certified or willing to work towards the same within Lockton.
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Consulting and Customer Service
Industries
Insurance
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