Description:
We have a fantastic opportunity to join our Mercer Marsh Benefits team in Bristol or Manchester as a Private Health Sales Executive.
This role is all based on Retentions and Renewals therefore no cold calling!
This is the perfect role for someone with exposure to either a client service and/or sales environment, looking to join an established, market-leading consulting firm.
We will rely on you to:
- Proactively assist the team in most aspects of policy management, proposal preparation and the renewal process to better serve clients.
- Provide assistance regarding coverage questions and program adjustments to maintain policies and ensure policies and memberships are up-to-date.
- Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
- Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database.
- Respond directly to simple and moderately difficult client questions and requests, and solicits assistance from senior management as needed.
- Support the team in the acquisition of new clients by means of warm calling and identifying and developing new business opportunities. We don’t do any cold calling, we receive calls from potential leads via our group scheme leaver service.
- Utilise the business’ existing network of clients and conduct research in order to generate potential new sales leads.
What you need to have:
- Proven experience working in some form of telephone based sales or customer service capacity, within sectors that could include; insurance, recruitment, marketing or financial services, with evidence of having previously worked in a target driven environment.
- Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English.
- Excellent attention to detail and organisation skills in completing assigned tasks.
- Competent in the use of MS Office applications.