This opening is a full-time role which is currently home based but will require office-based attendance at least once a month.
The purpose of the role is to maintain a portfolio of UK clients from an account management standpoint to ensure excellent client service and the building of a strong relationships.
You will be expected to build on the knowledge that you have in order to handle a variety of group plans / employee benefits.
There is good variety in the role which comes from looking after multinational clients, typically who rely on us to organise their UK and global benefits, including Group Risk and Group Health Insurance.
Duties:
Managing a portfolio of UK SME clients, working alongside a consultant and providing day to day support of client accounts across a range of group risk and group healthcare.
Direct contact with clients to resolve queries, support relationship development and ensure timely delivery of services.
Obtaining and managing information relating to the client's existing benefits and sourcing the appropriate information to carry out any necessary analysis. This includes liaising with insurance providers to organise the completion of renewal exercises in a timely manner and obtaining quotes from the market.
Obtaining new business quotations and supporting of the market review process and end to end onboarding of new business clients.
* Manage and prepare client data for reports and to issue to providers.
* Working with clients on their benefits strategy to ensure it aligns with their business strategy.
* Merger & Acquisition data gathering, analysis and report writing.
* Client liaison regarding communication of benefits, paperwork completion e.g., Application forms.
* Producing draft renewal recommendation reports.
* Managing client membership changes in a timely manner.
* Contributing towards internal provider panel maintenance, including provider feedback.
* Ensuring the back-office system is maintained with relevant client/ plan information and appropriate management of the scheme tasks including proactive follow up with clients and keeping you consultant updated at all times.
* Supporting the maintaining of compliance documents and processes within the firm.
* From time-to-time employees in this role may be required to travel.
* Any other duty as required by the line manager commensurate with the post.
What's needed for me to do this role?
* Minimum of 3 years Employee Benefits experience from either a large insurer or similar consultancy practice.
* Strong technical understanding of employee benefits design and products across group healthcare and Group Risk.
* Proven experience of providing quality support and building credible client relationships.
* Evidence of using an internal client relationship management database.
* Ability to prioritise, organise and carry out tasks within deadlines.
* Strong IT skills - Microsoft Word, Excel, PowerPoint and Outlook.
* Strong decision-making ability
* Time management skills
* Excellent attention to detail and being process driven
* Ability to communicate clearly and concisely via email, video call, phone or face to face.
* Proactive and team player.
* Hold professional qualifications GR1 and/or IF7 preferred but not essential.
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