Health Insurance Advisor

1 week ago

Dublin, Dublin City, Ireland Lockton Full time

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  • 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.
  • Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
  • Experience in customer service facing role.
  • Excellent communications and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
  • Strong analytical and problem-solving abilities to assess client needs, compare policy options and provide suitable recommendations.
  • Proficient in Microsoft products (Word, Excel, Outlook) or similar software applications.
  • 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 same within Lockon.
Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionAccounting/Auditing and Customer Service
  • IndustriesInsurance

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