Healthcare Administrator

Exordium Recruitment
Bristol, Avon
07 Jul 2017
06 Aug 2017
Contract Type
Full Time

Our client, a financial company based in Central Bristol is seeking a Healthcare Paraplanner (Administrator) to proactively support the telesales advisors in their pre and post-sale activities. You will manage all non-value added sales procedures in an efficient, proactive manor whilst providing a unique administration service.

Key areas:

¨ To proactively support telesales advisors to achieve their monthly new business targets for both PMI, Group Risk and peripheral sales

¨ To engage and be the first point of contact during the new business on-boarding process.

¨ To assist the telesales advisors to maintain key relationships with insurers to ensure the best terms are obtained for every client (thereby giving the maximum opportunity to win business)

¨ Responsible for accurate input of new business figures to 1st database (including commissions due) and weekly new business updates.

¨ Responsible for gaining current membership certificates from clients existing insurer in a timely manner.

¨ Ensure fully completed applications are forwarded to providers as quickly and efficiently as possible.

¨ Ensure all insurer partners adhere to service level agreements at all times

¨ Responsible for ensuring confirmations and correct policy documentation is received from the insurer within agreed time scales.

¨ Provide illustrations for additions to existing group schemes where required.

¨ Proactive management of the telesales teams diary.

¨ Completion of application forms and membership lists when required.

¨ Accurate and timely updating of systems and files for group and individual policies.

¨ Ensure all client documentation is copied and forwarded to members/employers within agreed timescales.

Person Description

Work Experience

- Background in administration within the Financial Services Arena or Employee benefits arena.

- Background in customer focussed environment including discussions with clients via telephone and email to meet client requirements

- Time spent in similar role within Healthcare environment would be desirable