Overall Objectives
To generate profitable new business within the Healthcare sector by proactively identifying and converting sales opportunities, delivering high-quality, compliant advice and solutions, and building a sustainable pipeline through strong introducer and prospect relationships.
Duties & Responsibilities
- Proactively identify, qualify and progress new business opportunities within the Healthcare sector (including inbound and outbound leads) in line with agreed targets and sales processes.
- Manage and maintain an accurate sales pipeline, ensuring all activity, next steps and outcomes are recorded on company systems and progressed to agreed turnaround times.
- Conduct effective discovery/fact-finds, assess client needs and risk information, and design suitable insurance solutions that deliver fair value and good customer outcomes.
- Obtain and assess insurer terms, prepare and present clear recommendations and quotes, handle objections, negotiate where appropriate, and close sales in line with authority limits, procedures and FCA requirements; ensure effective handover to servicing where applicable.
Client Service & Relationship Management
- Build and develop a network of prospects and decision-makers, using consultative sales techniques to convert opportunities and identify appropriate cross-sell routes that meet customer needs and contribute to income targets.
- Develop and maintain relationships with key introducers, wholesalers and insurer contacts to generate leads, improve access to markets and support strong conversion outcomes.
- Provide an excellent experience for prospects and new clients, coordinating with insurers and internal teams to deliver responsive service throughout the sales journey.
- Respond to telephone and written enquiries promptly, arrange calls/meetings to progress opportunities, and maintain momentum through timely follow-up, aiming to achieve positive client feedback (including eKomi where applicable).
Administration, Systems & Record Keeping
- Maintain accurate and up-to-date pipeline records on company systems (including activity, stage, premium/income, and next actions) to support forecasting, management information and effective sales governance.
- Prepare and issue sales documentation within agreed timescales (e.g., market presentations, quotations, summaries of cover and recommendations), ensuring key terms and disclosures are clear, accurate and retained appropriately.
- Maintain electronic and hard‑copy files (including prospect information, lead source details and correspondence) in accordance with company procedures, FCA requirements and data protection legislation.
Commercial Awareness & Performance
- Deliver agreed new business KPIs, including activity levels, appointments, quote volume, conversion rate, new business income and profitability, ensuring outcomes are evidenced and delivered in a compliant manner.
- Maintain awareness of market conditions, insurer appetite and proposition changes relevant to Healthcare risks, using this knowledge to position solutions effectively and improve conversion.
- Identify and suggest improvements to the sales process, lead management, documentation and systems that enhance efficiency, quality, customer outcomes and compliance; support implementation of agreed changes.
Competencies, Skills & Attitude
- Ability to prioritise and organise own workload to ensure deadlines are adhered to.
- Ability to develop and sustain relationships with customers and insurers.
- Excellent relationship skills
- Enthusiasm, initiative, problem solver, dependability and accountability
- Strong attention to detail and a quality-first approach, ensuring accurate records that stand up to audit and internal file checking.
- Commitment to ongoing learning, including completing all required training on time and maintaining CPD in line with the Training & Competence scheme.
- Knowledge and understanding of:
1. relevant policies including current market conditions
2. all company specific procedures
3. FCA rules and guidelines relating to Commercial and/or Private customers
4. willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally.
Essential IT Skills:
- Accurate data input skills
- Company operating system
- MS Word
- MS Outlook
- Excel
Benefits:
- Company pension
- Referral programme
- Sick pay
Work Location: Hybrid remote in Swindon SN3 4TQ
