Company description
More Health is an established medical insurance brokerage based just outside Coventry. With a National Coverage we provide advisory services to clients with private medical insurance policies or for those looking to take out cover for the first time. Our aim is to save our clients’ money by reviewing the market for more competitive policies while retaining cover for pre-existing medical conditions. We have agencies with all of the major medical insurers namely; AXA PPP, Vitality, Exeter, BUPA and AVIVA.
Job description
Role Objectives
We are seeking a results-driven individual whose primary objective is to generate qualified leads for More Health, using a combination of new and previously owned data to directly support the sales team and drive business growth.
The person recruited will report directly to the Sales Manager.
Accountabilities
Main:
· Handle incoming new sales enquiries by obtaining all the required information to proceed to a policy review
· Provide support to the sales team to enable a timely and accurate review process.
Additional:
· To answer telephone calls in an efficient, professional and timely manner.
· Complete fact finds for new enquiries, obtaining medical history and current insurance status. Logging the new record on the CRM system and providing any required information regarding prospects to the sales advisor team.
· Prospect calling to potential clients.
· Ensure all tracking tools are kept up to date, and accurate. All contact with clients is recorded on CRM system.
· Ensuring all documentation relating to clients that arrives in hard copy is scanned to the client CRM record
· Monitor all shared mailboxes, actioning emails where appropriate
· Send out and chase up Letter of Appointments to non-clients and prospects
· Liaise with insurers regarding client policy documents and payments
This document shows the key aspects of the Lead Generation Executive but is in no way exhaustive. You will be expected to carry out other duties as may be assigned to you from time to time. You are required to comply with all reasonable directions from the Company as outlined in the contract of employment.
Job Type: Full-time
Pay: £26,500.00 per year
Benefits:
- Company pension
- On-site parking
Experience:
- Telemarketing: 1 year (required)
- Administrative: 1 year (required)
Licence/Certification:
- Driving Licence (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
