PMI Switch Specialist - Inbound, High Earning Potential

Usay Compare; Gloucester; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Life Assurance

Group Income Protection

Pension with employer contribution

26 days holiday

Incentives & lifestyle benefits

Job summary

Usay Compare is expanding its specialist PMI switch capability and is looking for experienced advisers who can review existing cover, navigate switch underwriting and help customers make informed decisions about moving insurer. You'll speak with customers who already hold Private Medical Insurance and are considering their options, often following a renewal increase or change in circumstances.

The role involves reviewing policy terms, underwriting position and claims history to recommend

Qualifications

• Previous advised sales experience within UK individual Private Medical Insurance.
• Experience with insurer-to-insurer PMI switches.
• Understanding of switch underwriting, continuity of cover, CPME, moratorium and full medical underwriting.
• Experience reviewing claims, exclusions and policy terms before recommendations.
• Strong knowledge of PMI products and insurer propositions.
• Excellent consultative questioning and objection-handling skills.
• Track record against sales, quality and compliance measures.

Responsibilities

• Advise PMI policyholders considering switching insurer.
• Review current cover, renewal premiums, claims history and objectives.
• Complete detailed fact-finds and assess whether switching is appropriate.
• Work with switch underwriting arrangements and ongoing terms where available.
• Compare insurers and key policy benefits to make clear, suitable recommendations.
• Manage applications from enquiry through to policy inception.
• Deliver strong customer outcomes while meeting quality and compliance targets.

Skills

PMI sales experience

Switch underwriting

Renewals experience

Objection handling

Customer-focused

Compliance knowledge

Job description

Usay Compare is expanding its specialist PMI switch capability and is looking for experienced advisers who can review existing cover, navigate switch underwriting and help customers make informed decisions about moving insurer. You'll speak with customers who already hold Private Medical Insurance and are considering their options, often following a renewal increase or change in circumstances.

The role involves reviewing policy terms, underwriting position and claims history to recommend