Employee Benefits Account Manager
hace 5 días
Peterborough
Employee Benefits Account Manager Salary - £28,000 - £36,000 - dependent on experience, plus generous benefits package Peterborough - full-time office based As an Account Manager, you will work alongside a small team of administrators and collaborate with the Employee Benefits research and advice teams; provide support to the advisers; and ensure that all clients always receive a high standard of service. You will report to the Heads of Employee Benefits Advice, and your responsibilities will include, but are not limited to: • Assist with managing an existing portfolio of clients across healthcare and Group Risk, • Contact clients and arrange meetings, • Research the marketplace to identify suitable products and solutions from a range of providers, • Confidently liaise with clients, scheme members, and external providers via telephone and email, • Work closely with clients’ HR/Payroll representatives to process, submit, and reconcile data, • Respond to internal and external requests and queries via email/telephone promptly and efficiently, • Keep all parties informed of progress and update the back-office system to ensure accurate records, • Process new business and annual renewals of Group Protection schemes (Group Income Protection, Group Life Assurance, and Critical Illness) and Healthcare schemes (Private Medical Insurance, Dental, and Cash Plans), • Undertake ongoing administration of existing group schemes, • Maintain good working knowledge of healthcare market products, • Build strong, professional, and lasting relationships with clients and colleagues, • Direct involvement in project work to ensure efficient running of tasks, contributing to the successful operations of the team and relationships with clients, • Identify potential opportunities for new business, • Any other duties to support the Head of Employee Benefits Advice and Head of Employee Benefits Administration Requirements: • Experience as an Employee Benefits Administrator in an IFA or Employee Benefits Consultancy practice, • Knowledge of group protection and private healthcare, • Experience in processing new business and renewals for group schemes, • Experience using online platforms for group risk and healthcare providers, • A clear ability to prioritise and plan your own workload effectively and comfortable working to strict deadlines, whilst working independently and under minimum supervision, • Excellent analytical skills, • Strong attention to detail always, • Exceptional written and verbal communication skills, to effectively liaise with clients, HR/Payroll representatives, scheme members, and external providers in a timely manner, • Ability to communicate with people at all levels, • Client-focused with the ability to address and handle queries and escalations, • Have a strong drive to continually enhance processes and create efficiencies Desirable: • Experience using IRESS XPlan CRM, • Industry-recognised qualifications (or a willingness to complete them within an agreed timeframe), such as:, • CII R01 Regulation & Ethics, • CII GR1 Group Risk, • CII IF7 Healthcare Insurance Products What is on offer: • Up to £36,000 p/a, dependent on experience, • 20 days paid holiday (increasing with service up to 30 days), plus bank holidays and Christmas closure, • On-site parking, • Pension scheme – offering 5% matched pension contribution and national insurance kickback, • Death in Service – offering life cover up to 4x your annual pay, • Critical Illness Cover – offering critical illness cover up to 2x your annual pay, • Dental scheme, • Private Medical Insurance, • Lunch paid for by the company, • Exam support