About the role
- Grow and manage a portfolio of clients, providing expert advice in both healthcare and group risk benefits.
- Proactively identify and cross-sell additional services to enhance client offerings.
- Generate new business opportunities and contribute to the company’s overall growth.
- Design, implement, and launch bespoke wellbeing strategies to help clients support their employees' health and wellbeing.
- Visit insurers when required.
- Provide ongoing support and guidance to all clients.
- Attend networking events and industry functions to build industry connections.
- Ensure the following of FCA requirements.
Requirements
- Experience in Healthcare and/or Group Risk benefits.
- Strong client relationship management skills and a track record of business development and sales experience.
- Excellent communication and interpersonal skills.
- Ability to identify opportunities for cross-selling and upselling within a client portfolio.
- A full UK driving licence is essential as insurer visits are required.
- Self-motivated, with strong organisational and time-management skills.
- Ability to work adeptly alone and within the various teams.
- Holder of Chartered Insurance Institute (CII) module IF7 (Healthcare) or studying to achieve this qualification.
- Holder of Chartered Insurance Institute (CII) module GR1 (Group Risk) or studying to achieve this qualification.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentsales experienceclient relationship managementcross-sellingupsellingwellbeing strategiesFCA requirements
Soft skills
communication skillsinterpersonal skillsself-motivatedorganizational skillstime-management skillsability to work independentlyteam collaboration
Certifications
Chartered Insurance Institute (CII) module IF7Chartered Insurance Institute (CII) module GR1