Person Specification:

Qualifications:

Essential:

• Evidence of Continuing Professional Development  

Desirable:

• CII PMI qualifications

Technical Knowledge and Understanding:

• Good level of technical healthcare knowledge (ie products, policies, insurance market and related issues) through appropriate industry exams and CPD
• Maintains industry, sector and technical knowledge
• Developing core consulting skills around communication, questioning, listening, report writing and presenting
• IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases
• Ensures that individually and as a firm we “Treat Customers Fairly”
• Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers

• Demonstrable experience within similar role in Healthcare
• Good customer service and relationship building skills
• Strong verbal and written communication skills at all levels, both internally and externally
• Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks
• High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation

Eligibility requirements

• Eligible to work in the UK