Vitality
Group Leaver Health Insurance Specialist
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Team - Direct to Consumer - Health Insurance Sales, Continuation Team
Salary - £27,000 + Approx £12,000 OTB
Working Pattern
Remote and Hybrid positions: Full time, 35 hours per week. Shifts between 8am to 8pm Monday to Friday. 2 Saturdays per month 10am-2pm
Hybrid
A requirement to attend the Stockport office a minimum of 8 days per calendar month.
Remote Working
This role is primarily working from your home address. You will be required to attend the Stockport office once a month on a pre-booked department day, or for any essential training or performance needs. Therefore, good travel links are essential. All travel and accommodation costs are paid for by Vitality.
To qualify for a remote position, you must live over 1 hour's travel time from SK26NG
Top 3 Skills Needed for This Role
- Sales Expertise and Target Orientation - Minimum of 12 months experience in financial services/regulated sales/insurance sales environment
- Effective Communication - The ability to deliver high-quality advice over the phone and to tailor your communication to the customer’s needs
- Self-Motivation - Being self-driven and motivated to maintain up-to-date knowledge and effectively manage your workload
What This Role Is All About
We’re Vitality and we do insurance differently. At Vitality, our core purpose - to make people healthier and to enhance and protect their lives - is at the heart of everything we do as an organisation. Great people are at the core of Vitality’s values. We are looking for people who share in our values to provide high-quality advice over the telephone directly to consumers who are considering continuing their PMI cover with Vitality. You will take inbound calls from customers, establish needs, and review the terms and conditions of their current (PHC/ BHC/ CHC) and current medical status of the customer to identify the best outcomes for both the customer and Vitality to retain them. You will be self-driven, target motivated with a proven sales background. In return, we will support you with product training and the opportunity to progress your career.
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Key Actions
- You will take inbound calls where you will fact-find on potential customers' needs when enquiring about continuing their Private Medical Insurance.
- You will be required to obtain detailed medical history of your customers in order to determine the correct cover and underwriting terms.
- Ability to deliver difficult and challenging messages sensitively around the continuation of cover, eligibility for ongoing conditions and the higher premiums associated to that risk.
- You will understand and ensure compliance levels are met on every interaction.
- You will organise and manage your daily workload, so you continue to keep in touch with your customers, whilst they consider quotes and make changes. Ensuring they convert to sales.
Essential Skills Needed to Fulfill This Role
- You will have proven sales background where you enjoy exceeding targets (minimum of 12 months) and can evidence working to stretching sales targets (API written) as well as KPIs such as conversion rates (Calls, leads, quotes, sales, average premium) and quality measures (NTU rate, QA Score and Complaints).
- Previous experience selling Private Medical Insurance/Other insurance products with an understanding of the application of Underwriting.
- Work effectively with not only direct clients but with our intermediaries and Group Secretaries to provide an exceptional service for our Group Leaver Customers.
- Have a professional approach with the ability to tailor your calls to the customer whilst meeting the compliance standard.
- Be well-organised to effectively manage the complex post-sales pipeline and administration tasks.
- Self-motivated to make sure you are up to date with any product changes.
- Team player who shares knowledge and who positively participates in Team meetings and group settings.
- You will be computer literate as you will manoeuvre from different systems to provide quotes and record accurate information.
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What Will You Get in Return?
- A pension of up to 12% - We will match your contributions up to 6% of your salary
- Free healthy breakfast and lunch when attending the office
- Life assurance 4 x salary
- Personal Health Fund to pay towards expenses such as optical, dental, health assessments, chronic prescriptions and activity tracking device
PLUS Our award-winning Vitality Health Insurance with all the benefits and activity-based rewards
- Free healthy breakfast and lunch when attending the office
- Discounted gym membership
- Free cinema tickets at Vue and Odeon Cinemas every month if you stay active
- 50% off trainers (one pair per plan year)
- & Much more..!
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
- Help you to be the healthiest you’ve ever been.
- Create an environment that embraces you as you are and enables you to be your best self.
- Give you flexibility on how, where and when you work.
- Help you advance your career by playing you to your strengths.
- Give you a voice to help our business grow and make Vitality a great place to be.
- Give you the space to try, fail and learn.
- Provide a healthy balance of challenge and support.
- Recognise and reward you with a competitive salary and amazing benefits.
- Be there for you when you need us.
- Provide opportunities for you to be a force for good in society.
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.
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