Renewals Sales Specialist (Private Medical Insurance) - Customer Care

Working for Assured Futures couldn’t be better. With an exciting office move to Gloucester Business Park this summer our new site offers a fresh modern space with fantastic facilities on the doorstep, easily accessed by public transport and with plenty of on-site car parking available too. We offer flexibility in hours and location with the option to work from home 3 days per week. When you are working from the office, you can take advantage of our wellbeing events and options which are regularly ran from the office and have included flu vaccination clinics, outdoor Pilates, back and posture assessments along with free healthy snacks. like to socialise?? We run regular funded social activities along with our annual Summer and Christmas events.

Here at Assured Futures, we take pride in offering an unrivalled service to our clients and partners. We continue to grow and having recently taken on a new contract creating a fantastic opportunity available within our Retentions Team.

Benefits of a Renewals Sales specialist - Life & Health

· Competitive basic salary of £20 - £25K depending on experience. Also there is a bonus scheme to reward personal achievement. To get you off to a good start we will offer you a guaranteed bonus per month for your first 2 months.

· Clear career progression structure

· Pension scheme

· Death in Service Life Insurance

· Subsidised Private Medical Insurance

· Option to work 2 days from home a week

· 23 days holiday, rising to 25 with service (plus public holidays)

· Increased maternity/paternity pay with service

· Regular paid social events are enjoyed here, as well as discounted gym membership, retail discounts scheme and child care vouchers.

· Perk Box – High Street Savings, Discounted Memberships and Freebies.

· Health Assured – Employee Assistance Programme

· Annual Wellbeing Schedule – On-site Health Checks, Reflexology and Dietician


Requirements of Renewals Sales Specialist (Private Medical Insurance)

• Drive and motivation to hit targets

• Ability to accurately identify own performance levels and proactively implement strategies to correct any underperformance

• First class sales and customer service skills

• Persuasive communicator with the ability to listen to and assess client’s needs and translate into business opportunities

• Flexibility and adaptability and the ability to work well under pressure

• Excellent organisation and prioritisation skills and the ability to manage own workload

• Takes accountability for own performance and initiates improvements when required


Responsibilities of a Renewals Sales Specialist

• Research and communicate up to date policy renewal information ensuring all clients receive the most appropriate advice and service relating to their insurance needs

• Retain existing business at policy renewal either with existing insurer or alternative

• Contact clients who have cancelled a policy or are in default and look to resolve any issues for them to keep their policy or convert into new sales

• Respond to queries from both clients and insurers in a pro-active manner

• Identify and respond to all up-sell and cross-sell opportunities

• Learn and retain detailed product knowledge

• Champion and drive a strong culture of compliance and regulatory principles such as Treating Customers Fairly (TCF)

• Take responsibility for own personal development in terms of understanding the business, regulation and the insurance industry, acting in accordance with current regulatory procedures, keeping up to date with any changes and sharing this knowledge with colleagues


Working Hours– 39 hours per week

Monday to Thursday – 3 days 08.45 – 17.00 and one late shift 11.00 – 20.00

Fridays – 08.45 – 17.00

1 in 4 Saturdays – 10.00 – 14.00


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