THE BUSINESS
This is an opportunity to work with a forward thinking firm. A leading employee benefits provider who are looking to expand the team further to give their clients the best service and experience possible.

JOB DESCRIPTION
You will be working with a team of Client Relationship Managers and assisting Employee Benefits Consultants in the proactive management of client's employee benefits. You will get to know the businesses clients well and will enjoy helping them to achieve their workplace benefit goals.

PROFESSIONAL EXPERTISE
(The degree of technical knowledge and experience which is needed)

• An understanding of workplace savings, risk and health-care products
• Experience of working in the financial services industry
• Client facing experience
• Professional qualifications, or willingness to undertake relevant study
• An awareness of compliance issues and adhere to procedures

RESPONSIBILITIES
Key accountabilities and responsibilities

• Liaising with customers and Insurers
• Updating clients on latest insurer news
• Assisting with data gathering and checking for clients renewals
• Assisting with renewal report writing for clients
• First post of call for any claims, invoicing and general client queries
• Put the client at the heart of everything you do to deliver great client outcomes
• Proactively manage all client affairs in a prompt and efficient manner
• Ensure clients are attentively listened too to identify issues or needs
• Maintain a strong working relationship with all employers that you work alongside to become a key contact point
• Communicate clearly and precisely at all levels
• Plan, organise and prioritise workload, to ensure work is dealt within agreed service standards
• Ensure client records are accurate and kept up to date as per the company procedures
• Attend training session, maintain own training files and develop relevant knowledge and skills
• The post holder will proactively comply with and promote all organisation policies, especially those relating to Financial Conduct Authority

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