Healthcare Technical Analyst

Contract: Permanent
Location: Falkirk
Hours: Full time
Salary: Competitive

Role Purpose

  • Provide day to day administration support and assistance to healthcare clients
  • Liaising with the internal client relationship managers

Principal Accountabilities

  • Preparing business reports for Private Medical Insurance & supplementary healthcare products, including renewal and new business
  • Effectively managing administration of existing schemes including membership additions, deletions and general amendments
  • Answering incoming telephone calls / emails and responding to client enquiries
  • Ensuring accuracy of client invoices prior to dispatch
  • Effectively managing administration of renewal process
  • Preparing and updating Group Secretary Reports
  • Managing quotation process for market reviews and new business prospects
  • Ensuring smooth inception of new schemes
  • Liaising with insurers to resolve claims & membership issues
  • Keeping Sales Team informed on ongoing queries /claims issues
  • Providing ongoing feedback to facilitate quality process improvements
  • Ensuring attention to detail in all aspects of role
  • Maintaining good working knowledge of healthcare market & products
  • Using own initiative to assist Sales Team in pro-active manner
  • Adhering to regulatory requirements at all times
  • Working in accordance with Data Protection and adhering to TCF at all times
  • Other ad hoc tasks as required

Technical Knowledge and Professional Qualifications
Key Skills

  • Analytical and numeracy ability
  • Accuracy and attention to detail
  • Communication both written and oral
  • Client focus and service
  • Strong planning & organising
  • Relationship building
  • Team player
  • Microsoft Office applications


  • Product knowledge and experience in all relevant areas of healthcare benefits
  • All relevant practices and disciplines relating to healthcare benefits
  • Anti-Money Laundering procedures – identifying and reporting suspicious transactions /activities
  • Current and future financial legislation and regulation and their developments
  • Full understanding of the procedures relating to the different categories of business and ensure they conform to regulatory and the Firm’s standards


  • Preferred IF7

Overarching Obligations

  • Adhere to all relevant laws and regulations and Broadstone’s policy and procedures
  • Achieve a good standard of ethical behaviour
  • Comply with the firm’s Conduct Risk
  • Comply with firms regulatory obligations as set out in the current Compliance Manual

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