Skip to content
  • Position: Client Handler/Client Advisor | Healthcare & Protection
  • Date Posted: 01/08/2023
  • Type: Full Time, Permanent
  • Division: Healthcare & Protection
  • Salary: Competitive
  • Working Pattern: Monday to Friday | 8.45am to 5.00pm
  • Location: Burgess Hill
  • Benefits: Hybrid Working, Proft Share Bonus, CII Qualification


Our Healthcare & Protection Team specialise in providing tailored Health Insurance & Protection solutions to a broad range of individual clients in the UK.  

What you'll do

This exciting opportunity will provide you with your own, extensive portfolio. This is the perfect opportunity to continue or build a new career in the Health Insurance industry by managing client enquiries, building new business through warm leads e.g. internal and external referrals. If you are completely client-centric, with a mature and professional outlook we are keen to speak to you.

On a day-to-day basis, you will:

  •  Effectively manage your own portfolio of individual healthcare & protection clients inc. dealing with new business enquiries and renewals

  •   Provide advice and support with claims and queries to your clients and insurers.

  •   Discuss personal medical conditions and situations with clients.

  •   Utilise the broking system (Acturis – full training provided) to effectively manage administration, renewals & quotes.

  •   Develop strong relationships with clients and insurers and build your portfolio through warm leads and recommendations.

Skills & Experience  

You’ll be the first point of contact for incoming enquiries and, at times, you will discuss personal medical conditions and situations with clients.  It’s therefore essential that you are able to communicate with care and empathy and, importantly, have good listening skills. 

Must Haves:

  • Previous client handling experience within a finance or insurance-based role 

  • Excellent customer service skills with the ability to build and nurture relationships

  • Effective, confident and considerate communication and an ability to adapt your communication style appropriately to your audience 

  • Ability to demonstrate a mature outlook with compassion, empathy, high levels of integrity and discretion 

  • Organisation, accuracy and attention to detail

  • Passion, energy and the ambition to succeed and grow

  • Intuitive thinking and strong decision making skills

  • A positive approach to learning, taking on board new concepts quickly and executing them with accuracy and diligence

  • IT confidence – experience using MS Excel, Word and Outlook and, ideally Acturis (full training provided)

Ideal, but not essential:

  • Previous experience working within a Health & Protection Insurance environment with a good knowledge of Health Insurance & protection products 
  • Experience of the Acturis system

Whilst we naturally welcome professionalism, accuracy and technical ability, we put a high value on personality, team fit and the ability to make a positive difference to the team and to the wider company.  

Rewards & Benefits  

We love working with great people and are passionate about providing a supportive and nurturing environment.  We want you to be at the top of your game, so will actively encourage regular training and personal development through online learning, peer mentoring, lunch & learn sessions and external training.
You’ll thrive on being challenged in a role that provides balance and reward in equal measures and, in return, you’ll benefit from:  

  • A generous annual salary, reflective of your experience and commitment

  • A rewarding role, working within a supportive and fun working environment, for a company with an exceptional industry-wide reputation for training and development

  • Annual Profit Share Bonus

  • Hybrid Working framework (applied after qualifying period)

  • Holiday entitlement – 25days+BH (increasing each year with service)

  • Healthcare Assistance & Group life cover

  • Fully funded CII pathway (including Membership, Study Materials, Exam Entry and paid study leave) plus achievement awards and bonuses

  • Employee Assistance Programme including GP consultations, health checks, mental health support + financial signposting

  • Cycle2work scheme & Season Ticket Loan

  • Free eye-tests through Specsavers

  • Long service awards

  • Opportunity to participate in our proactive Corporate Social Responsibility programme, including fundraising for local projects and regular support for local food banks

  • Fun company events and opportunities to socialise

  • Weekly fresh fruit deliveries

  • Office close to Burgess Hill station and local shops/amenities

  • Daily Dress-Down

 Who you'll be working for

We are a family-friendly company and are proud of putting our staff at the very core of who are and what we do. By championing training and development, we aim to get the best out of everyone we work with by going above and beyond and being:

  • One of the UK’s largest, independent Insurance Brokers

  • Investors in People Gold Award Holders

  • A CII Chartered Broker

  • A Top 5 Broker to work for

  • A people-centric employer with strong values

  • A company that actively encourages and sponsors continual personal development


A role with Sutton Winson will offer you the opportunity to learn and develop, progress and succeed, as well as work with a great bunch of people in a relaxed, family-friendly and supportive environment!
Apply today if you think Sutton Winson could work for you.  

Equality & Diversity Commitment
Sutton Winson Ltd recognises and encourages the values that diversity brings and are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, race, colour, nationality, ethnic or national origin, age, disability, sexual orientation, gender reassignment, religion or belief, marital or civil partner status or pregnancy and maternity.  We therefore positively encourage applications from all suitably qualified and eligible job applicants.


By applying for this position you are consenting Sutton Winson to contact you via phone or email regarding this or future vacancies. We will keep your details and your CV for 6 months, you can opt out by emailing After this period it will be disposed of in the correct manner. Please select to confirm.

Your details will be held in accordance with our Privacy & Fair Processing Policy

Scroll to top