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EB Desk Based Consultant

Job description

A new and exciting role has arisen within this well known Employee Benefits provider
The role is to provide a desk based Health and Risk consultancy service.
The role will entail:
  • Preparation of client reports, data sets, research and benchmarking and management of day to day administration of risk or healthcare schemes.
  • To retain and develop an existing client portfolio and acquire new clients/products in the most efficient and cost effective manner, within the laid down procedures.
  • Draft and co-ordinate technical reports and research for Client presentation.
  • Draft reports to Clients on specific Client issues.
  • Oversee changes/restructures of Clients' benefit arrangements.
  • Manage day to day Client administration
  • Manage a portfolio so client goals are met in accordance with specified objectives and constraints.
  • Updating and maintaining Xplan and portfolio.
  • Ensuring product knowledge is kept up to date by means of regular update meetings with the insurers and self-help regarding products, insurers and adhering to legislation.
  • Building and targeting a prospect list as part of new business development strategy
  • Managing all processes including renewals in FCA compliant manner.
  • Dealing with client enquiries/problems.
  • Liaising and building ongoing relationships with clients, insurers and introducers.
  • Manage recording and tracking client renewals, client meeting notes and new-business

You must have an employee benefits background to be successful in your application.

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