Private Medical Insurance Broker jobs

Company Overview

Lifetime Protect is the specialist arm of Lifetime Wealth Management who focus on all aspects insurance. We operate a number of brands across the group and have many existing Private Medical Insurance clients.

Renowned for our exceptional customer service and trusted advice, we have helped thousands secure the best insurance deals and save money through our comprehensive range of products.

Job Overview

We are seeking a dynamic and motivated Private Medical Insurance Adviser to join our team on a part-time basis (Designed to work around school hours). In this role, you will assist clients in understanding and selecting private medical insurance plans that best suit their needs. Your energetic approach will help drive sales, deliver outstanding customer service, and promote our insurance offerings through effective communication and analysis. You will be dealing on a daily basis with both existing and new customers of both a personal and commercial basis (company schemes).

Responsibilities

• Provide clear, detailed information about insurance options, coverage details, and benefits to prospective and existing customers
• Conduct thorough analysis of client needs to recommend suitable insurance plans
• Manage sales administration tasks efficiently to ensure accurate documentation and follow-up
• Negotiate terms with clients & insurers to secure mutually beneficial agreements while maintaining compliance with company policies
• Maintain excellent communication skills to handle customer inquiries promptly and professionally

Skills

• Strong negotiation skills to close sales effectively and build lasting client relationships
• Experience in insurance sales or related fields such as telemarketing or customer service
• Excellent analysis skills for assessing client needs and tailoring insurance solutions accordingly
• Effective communication skills for engaging with clients across various channels
• Proficiency in sales administration tasks ensuring accurate record keeping and follow-up activities
• Ideally you will hold a form of industry qualification (RO5, CF1 or similar) but this is not essential if you have had previous experience within the field.

Join us at Lifetime Protect where your enthusiasm and expertise will make a real difference! We’re committed to empowering our team members with the tools they need to succeed while delivering outstanding service to our valued clients.

Pay: £19,500.00-£28,000.00 per year

Benefits:

• Flexitime
• Work from home

Application question(s):

• Have you provided Protection Advice before? (i.e. in an advisory, not "non-advisory" role)
• Do you have R05 / CF1 / CeMAP or similar qualification? (please not we cannot accept any applicant who does not have this)

Work Location: Remote