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Healthcare Retention Consultant

  • Salary: £40000 - £50000 per annum + Bonus
  • Location: Bristol
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    01 Oct 2018
  • Job reference: 31672

A market leading and award-winning intermediary are looking to bolster an experienced Healthcare Consultant within their team, to help grow and retain an existing portfolio of clients within the South West.


The purpose of the role is to manage, retain and develop a portfolio of UK SME PMI clients; carrying out reviews and renewals, maintaining client contact and identifying opportunities for new business growth.


This opportunity would suit a client-focused consultant from a broking background; with the technical ability to consult across private medical insurance, cash plan and dental. Experience of group risk would be desirable but isn't essential.


The role:

  • Manage and retain a portfolio of SME PMI clients across a designated geographical territory
  • 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 in the best interests of the client
  • Portray yourself as a technical specialist who can explain things clearly, accurately and convincingly
  • Considers the strategic value of the client when making decisions
  • Identify and pursue new business opportunities, both internal referrals and external introductions
  • Proactively prospect potential new clients from marketing campaigns and promotional activities as required



If successful, our client offers a platform to grow your career within a well-established and growing organisation, alongside a very competitive starting salary of £40,000-£50,000 and uncapped earning potential.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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