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Join to apply for the Client Adviser (Schemes) role at Health Matters (UK) Ltd
* Working closely with the wider Schemes team with responsibility for the day-to-day servicing of client accounts.
* Applies insurance knowledge & principles to day-to-day work queries.
* Ability to apply standard policy wording, extensions, and limitations.
* Has a general understanding of the underwriting, claims and broking processes.
* To act as point of reference with insurers and dealing with negotiations
* Working always to business operational standards, policy, and processes.
* Having awareness of the different distribution channels.
* To build positive working relationships with internal colleagues and teams.
* To work collaboratively as a team to write, renew and service Schemes clients using the full end to end broking process.
* To use the operational system in place in an effective and accurate manner.
* To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
* To maintain own learning and CPD.
* Communicating with our clients via different mediums (ie email, telephone).
* Thorough understanding and application of the Client Journey and Partners& Difference.
* Displays our PACE Values through behaviours with all stakeholders.
Key Responsibilities And Tasks
* Working closely with the wider Schemes team with responsibility for the day-to-day servicing of client accounts.
* Applies insurance knowledge & principles to day-to-day work queries.
* Ability to apply standard policy wording, extensions, and limitations.
* Has a general understanding of the underwriting, claims and broking processes.
* To act as point of reference with insurers and dealing with negotiations
* Working always to business operational standards, policy, and processes.
* Having awareness of the different distribution channels.
* To build positive working relationships with internal colleagues and teams.
* To work collaboratively as a team to write, renew and service Schemes clients using the full end to end broking process.
* To use the operational system in place in an effective and accurate manner.
* To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
* To maintain own learning and CPD.
* Communicating with our clients via different mediums (ie email, telephone).
* Thorough understanding and application of the Client Journey and Partners& Difference.
* Displays our PACE Values through behaviours with all stakeholders.
Qualifications
* CertCII (or working towards).
Essential
Experience/ skills
* Excellent communication, administration, and decision-making skills.
* Ability to organise workflow, prioritising tasks and managing own time.
* Confident in using Microsoft Suite.
* Confident in both raising & receiving concerns and know how to escalate issues.
* Engage with other team members to achieve better client outcomes.
* Encourage others to embrace an inclusive culture.
* Consistently role model values and personal integrity to build trust.
* Ensure stakeholders have the information and tools to make decisions.
Desirable
* Sound technical knowledge of insurance with reference to commercial insurance.
* Working knowledge of broking processes and regulatory standards.
* Up to date knowledge of FCA compliance rules.
* Competent user of insurance client system.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Consulting, Information Technology, and Sales
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