Adviser

Role Responsibilities

• Manage a pipeline of Private Medical Insurance (PMI) policy renewals, ensuring clients are contacted in a timely and structured way ahead of their renewal date
• Maintain accurate client records and manage workload effectively across multiple systems
• Work to, and consistently achieve, daily and monthly Key Performance Indicators (KPI) including call activity, retention rates, conversion, and quality/compliance standards
• Take ownership of personal performance, actively seeking feedback and continuously improving call quality and outcomes
• Stay up to date with product knowledge, insurer changes, and market developments, applying this in every customer conversation
• Handle a high volume of inbound and outbound calls, along with email contact to confidently guide clients through their renewal options
• Identify opportunities to upsell or cross-sell additional products where this meets client needs
• Deliver clear, compliant advice in line with regulatory standards and Treating Customers Fairly (TCF) principles

• Motivation to succeed and a positive attitude towards working to targets
• A pro‑active, customer‑focused approach and genuine interest in helping people make informed decisions
• Confidence to suggest solutions that genuinely benefit the customer
• Resilience and determination when handling objections or challenging conversations
• High level of attention to detail and accuracy
• Strong organisational skills with the ability to manage tasks and deadlines
• Confident and professional communication skills, both verbal and written
• Willingness to learn new information and build technical knowledge through training
• Team‑focused attitude with a willingness to share knowledge and best practice
• Confident using computer systems and following structured processes

• Ageas House - Gloucester
• Hybrid: 3 days from home, 2 days in the office
• Full time: 39 hours per week

• A career that you define. At Howden, we value diversity – there is no one Howden type.
• We support each other in the small everyday moments and the bigger challenges.
• We are determined to make a positive difference at work and beyond.
• Reasonable adjustments:
  We commit to providing reasonable accommodations such as software, IT, office setups, flexible hours, and hybrid working where possible.