Job Description

Company description

More Health is an established medical insurance brokerage based just outside Coventry. With a National Coverage we provide advisory services to clients with private medical insurance policies or for those looking to take out cover for the first time. Our aim is to save our clients' money by reviewing the market for more competitive policies while retaining cover for pre-existing medical conditions. We have agencies with all of the major medical insurers namely; AXA PPP, Vitality, BUPA and AVIVA.

Job description

Role Objectives

This person will be responsible for administrative tasks and to generate sales leads within the Morehealth office. Working alongside the Sales team to provide the pre and post sales functions of new client and existing client business. A key responsibility will be to make out-bound calls to existing clients, the purpose of these calls is to obtain up to date medical history in order for the sales team to provide a market review for the client.

In addition a key task is to ensure information is accurate and up to date on the Morehealth CRM system.

The person recruited will report directly to the Sales Manager.

Accountabilities

Main:

Obtain detailed medical history from existing and prospective clients over the telephone

Handle incoming new sales enquiries by obtaining all the required information to proceed to a policy review

Manage all administrative pre-and post-sale functions including and not limited to, uploading policy documents to the Morehealth CRM system, handling mail-outs and email campaigns to prospective customers

Additional:

To answer telephone calls in an efficient, professional and timely manner.

Complete fact finds for new enquiries, obtaining medical history and current insurance status. Logging the new record on the CRM system and providing any required information regarding prospects to the sales advisor team.

Ensure all tracking tools are kept up to date, and accurate. All contact with clients is recorded on CRM system.

Ensuring all documentation relating to clients that arrives in hard copy is scanned to the client CRM record

Monitor all shared mailboxes, actioning emails where appropriate

Manage monthly prospective client mail outs using the CRM system

Send out and chase up Letter of Appointments to non-clients and prospects

Liaise with insurers regarding client policy documents and payments

Manage incoming and outgoing post appropriately

Manage other elements of office administration such as filing and ordering of stationery

This document shows the key aspects of the Sales Administrator role but is in no way exhaustive. You will be expected to carry out other duties as may be assigned to you from time to time. You are required to comply with all reasonable directions from the Company as outlined in the contract of employment.

Job Type: Full-time

Pay: From 24,500.00 per year

Benefits:

Company pension On-site parking
Schedule:

8 hour shift Monday to Friday
Experience:

Telemarketing: 1 year (required) Administrative: 2 years (required)
Work Location: In person

Application deadline: 07/08/2023
Reference ID: SSADMIN0622