Private Medical Insurance Adviser

Private Medical Insurance Adviser

Hybrid / 3-days per week in office

North London

Full-time | Permanent

Competitive (dependent on experience).

Comprehensive benefits (see foot of advert)

Exam Support

Salary £32,000 - £45,000 DOE

An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Private Medical Insurance Adviser

PMI Adviser Job Description

The PMI Adviser will undertake the following key duties (not an exhaustive list):-

• Process and administer Individual and Corporate Private Medical Insurance policy renewals, with the confidence to discuss policy particulars and day to day service requirements with clients.


• Liaise with insurers and underwriters as and when required.


• Assist the Advice Team with new business quotes for Private Medical Insurance, Dental Insurance and Health Cash Plans. This will involve helping with client proposals and comprehensive market


• reviews.


• Following up on warm leads, contacting customers who have made an enquiry.


• Check monthly commissions for expected receipts to arrive and ensure accuracy.


• Input and record client and scheme data accurately on to the back-office systems.


• Process ongoing correspondence with individual clients and service providers, as required.


• Ensure that the new business process is followed and provide regular updates to the Private Medical Insurance Team regarding ongoing new business and renewal cases in the weekly team meetings.


• Write Suitability Reports to be sent to clients within a reasonable time frame of their medical scheme being set up or renewed.


• Ensure quality standards for all processes on their team.


• Engage with the HR Department and with respects to disciplinary and grievance procedures when required.


• Providing reports on productivity and other performance indicators to the Senior Management Team.


• This list is not exhaustive, and the PMI Adviser is obliged to undertake any reasonable task associated with the role on an ad-hoc basis.

Key Skills and Attributes

The PMI Adviser will hold the IF7 (Certificate in Healthcare Insurance Products) qualification and will have a background within Private Medical Insurance.

Private Medical Insurance Adviser will possess exemplary: -

• Organisational, planning, prioritising and multi-tasking skills.


• Oral and written communication skills.


• Information gathering and information monitoring skills.


• Problem analysis and problem-solving skills.


• Judgment and decision-making ability.


• Initiative.


• Professionalism and confidentiality.


• Attention to detail and accuracy.


• Flexibility.


• Microsoft Office skills

Private Medical Insurance Adviser - What’s on Offer

• Competitive salary package.


• Hybrid working pattern (3 days office-based).


• Supportive and collaborative team environment.


• Ongoing training and professional development opportunities.


• The opportunity to play a key role in delivering outstanding client service within a growing team.


• 4% matched pension contributions.


• Income Protection Cover (terms apply).


• Death-in-Service Cover (terms apply).


• Health Shield Cash Plan.


• Employee Assistance Programmes.


• Cycle to Work Scheme.


• Employee Discounts.


• Company Activities.


• Breakfast/Fruit supplies.


• Discounted Health Tests.


• Optional Influenza vaccination.


• Employee referral programme.

This role provides a dynamic environment where your expertise can make a tangible difference in clients' lives while advancing your career within the insurance industry.

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