Medical Risk Assessment (Customer Service Advisor)

Charles Taylor; Hurn; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Free Health Cash Plan

Rewards scheme for family and friends

Free travel insurance

Job summary

Charles Taylor in Christchurch is seeking a Medical Risk Assessor for Travel Claims to handle inbound calls from travel insurance customers and assess information against policy terms, ensuring accurate, compliant guidance.

The role offers full training and hybrid working after achieving competency, with a clear path for progression within a supportive environment focused on customer service, confidentiality, and risk assessment.

Qualifications

• A high level of competency in using computers is a prerequisite.
• Customer service experience – helpful but not essential.
• Be able to work under pressure.
• Be able to record data accurately and efficiently.
• Excellent communication and interpersonal skills to effectively interact with our customers.
• Natural empathy and a flair for making a difference to our travel customers.

Responsibilities

• Conduct comprehensive medical risk assessments using an automated system to evaluate the level of medical cover we can provide.
• Maintain accurate and detailed documentation of assessments and findings.
• Maintain customer confidentiality.
• Ensure that our company values are upheld.

Skills

Computer proficiency

Job description

Medical Risk Assessor - Travel Claims

Christchurch / Hybrid (Hybrid working may available once you are fully competent in the role and confidently settled into this position)

Full training provided

Monday 30th of November start date

Monday 26th of October interview morning

**This role provides an excellent opportunity to gain a strong understanding of the business from the ground up. It is an ideal entry point for candidates looking to grow and progress in the future**

Why Join Charles Taylor?

• Wellbeing at Our Heart: Our wellbeing champions network has grown tenfold and includes mental health support sessions in partnership with Samaritans, alongside open forums that encourage honest conversations and vulnerability.
• Career Growth & Development: We actively invest in our people through professional qualifications, secondment opportunities, and leadership development programmes—helping you build a meaningful and rewarding career.
• A Track Record of Success: Employee engagement is at an all-time high, and staff turnover has reduced significantly. This means more of our people are progressing internally and gaining new skills and qualifications.

The role

As a Medical Risk Assessor, you will handle inbound calls from our travel insurance customers and will assess this information in line with policy terms and conditions, ensuring customers receive accurate, compliant, and supportive guidance.

Responsibilities of the Medical Risk Assessor

• Conducting comprehensive medical risk assessments using an automated system, to evaluate the level of medical cover we can provide
• Maintaining accurate and detailed documentation of assessments and findings
• Maintaining customer confidentiality
• Ensuring that our company values are upheld

Requirements of the Medical Risk Assessor

• A high level of competency in using computers is a prerequisite
• Customer service experience – helpful but not essential
• Be able to work under pressure
• Be able to record data accurately and efficiently
• Excellent communication and interpersonal skills to effectively interact with our customers
• Natural empathy and a flair for making a difference to our travel customers

Benefits for the Medical Risk Assessor

• Free Health Cash Plan worth £1700 per annum
• Generous high-street rewards scheme for family and friends
• Free travel insurance (subject to qualifying criteria)

Equal Opportunity Employer

Charles Taylor is proud to be an inclusive employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation. We promote a transparent and fair recruitment and selection process, and all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of.

Our values define who we are, what we stand for and how we behave. They guide how we work with our colleagues and our clients, today and in the future. By living our values every day when we come to work, we deliver better results for the world of insurance.

INTEGRITY: We do the right thing

COLLABORATION: We are one

AGILITY: We learn, evolve, and adapt

CARE: We are compassionate and human

ACCOUNTABILITY: We take ownership

To apply to this Customer Service Advisor vacancy, you must live and be eligible to work in the United Kingdom.

IMPORTANT

We provide a comprehensive training and onboarding programme for all new staff. This programme is the start of a learning journey which involves regular coaching, feedback, and skill development. Our investment in you allows you to grow and progress for the longer term. For this reason, if you are in possession of a visa please note that we will be unable to consider you for one of our positions if you have less than 18 months remaining on your visa. If you have less than 18 months remaining on your visa, we may still consider you for one of our roles if you can provide one of the following:

• Clear evidence of family ties that would go on to provide you with the eligibility to extend your visa.
• Clear and current evidence that you qualify for a visa extension under the UK immigration laws and can also provide supporting documentation of this.