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Healthcare Consultant

  • Salary: £28000 - £32000 per annum
  • Location: Lytham St. Annes, Lancashire
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    31 Jul 2020
  • Job reference: 34435

IDEX are partnered with a leading intermediary who are looking to bolster their team with an experienced Healthcare Consultant in Lytham. You will be an experienced Account Manager having gained your experience in another intermediary, with the skills to develop your assigned portfolio through cross-selling and referrals.

The purpose of the role is to manage, retain and develop a portfolio of UK SME PMI clients. You will carry out annual renewals, reviews and maintain regular contact with the client throughout the year dealing with any issues and concerns.

This role would suit someone who is very client solution focused, driven and eager to progress as this is a growing business which will provide you with the opportunity to grow in the future.

The role:

  • Manage, retain and nurture a portfolio of SME PMI clients
  • Proactively contact clients at renewal points and to ensure that the relationship and their insurances run smoothly
  • Add value to firms relationship with the client: look for improvements, challenge Insurers and work for the client
  • Portray yourself as a technical specialist who can explain things clearly, accurately and convincingly
  • Identify and pursue new business opportunities, both internal referrals and also external introductions
  • Proactively prospect potential new clients from marketing campaigns and promotional activities as required



What we're searching for:

  • Ideally undertaken CII qualifications in IF1/IF7
  • Strong technical knowledge of group private medical insurance, IPMI, cash plan, dental, travel and EAP benefit programmes
  • Experience of managing SME PMI client portfolios, in a desk- and client-facing capacity
  • Track record of retaining and growing healthcare portfolios, with a high degree of success

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