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Liaising with product providers, HR and other third parties as well as conducting client research consisting of in-depth analysis of many different types of financial contracts
Responding promptly to client enquiries regarding their existing arrangements, renewals and any changes in circumstances, including scheduling of renewals and re-enrolment dates
Supporting Consultants to onboard new clients, ensuring the benefit package meets the clients’ needs and all reports / market analysis / account manager process guides / summary of benefits are produced within agreed timeframes
Working in conjunction with the relevant Consultant to ensure that client expectations are exceeded in terms of the service levels and information provided
Generating market intelligence and key information regarding potential new opportunities to develop clients and increase the NFP portfolio
Producing detailed policy summaries, recommendation reports and portfolio valuations for client review meeting
Ensuring knowledge is refreshed and up to date concerning products, liaising with Head of Risk as well as Providers
Keeping up to date with all relevant product, legislative and technical changes, as required
Requirements
A positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements, and expectations
Strong communication who is able to express themselves clearly and positively, both verbally and in written communication
Excellent organisation, who is able to prioritise customer needs above all else
Attention to detail, being able to work at a fast pace and enjoys being busy
Previous Employee Benefits experience preferred
BA or BS degree preferred or equivalent experience
What we offer
Matched employer pension contributions
Life Assurance and Group Income Protection
Lifestyle discounts for well-known brands
Opportunity for hybrid working
Generous annual leave allowance
Comprehensive Private healthcare
Healthcare cash plan
Additional days off throughout the year to focus on your wellbeing
Numerous charity fundraising challenges and events throughout the year
Opportunities to volunteer and give back to the community
Award-winning apprenticeship program
Two large employee events every year for summer and Christmas
Enjoy out-of-work events and socials to get to know your team better
Good office locations with plenty of opportunity to socialise outside of work
A dedicated Inclusion and Belonging Committee
Inclusive policies and procedures to ensure all of our people are treated fairly