Consultative Liaison Specialist

Canada Life Group; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company in Bristol is seeking a skilled individual to work as a liaison between Consultancy Partners and the Operations Department. The role involves providing technical expertise, training staff, and enhancing sales and retention of business. Candidates should possess strong business knowledge, effective interpersonal skills, and extensive technical expertise in Group Risk. The company offers a competitive salary and a comprehensive benefits package, along with opportunities for personal and professional development.

Benefits

Competitive salary

Generous pension scheme

Private medical insurance

Life assurance

Bonus scheme

Flexible working arrangements

Qualifications

• Proven decision-making capabilities essential in a team environment.
• Ability to maintain close contact with the market regarding Group Insurance business.

Responsibilities

• Act as a liaison between Consultancy Partners and Operations Department.
• Train staff on products and ensure ongoing competency.
• Support customers with technical queries and advice.
• Proactively enhance sales and retention of business.

Skills

Strong business and technical knowledge

Effective interpersonal skills

Proven problem-solving capabilities

Self-management and professionalism

Ability to build strong customer relationships

Extensive technical expertise in Group Risk

Job description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer‑focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third‑party customers.

Job Summary

To work as a liaison between our Consultancy Partners or Intermediaries with consultative type risks (involving Service Risk Account Managers when necessary) and the Operations Department providing technical expertise & support in order to promote sales, retain business and maintain relationships.

What you'll do

• To be both proactive and reactive in working with Consultancy Partners or Intermediaries with consultative type risks acting as key escalation point to enhance the sales and the retention of business by supporting the processing of complex administration & the resolution of technical enquiries.
• Train staff on products, processes and systems, to ensure ongoing competency within the Operations Department.
• Work with the Scheme Underwriting Team and specialists to build and maintain an excellent relationship with our Consultancy partners.
• Maintain close contact with the market in order to remain fully conversant with all aspects of market practice relating to Group Insurance business, therefore helping to maintain our competitive position.
• Provide support and advice on products and procedures to both internal and external customers to ensure that policy terms, legislative requirements and departmental practice are adhered to.

Who you are

• Strong business and technical knowledge
• Effective interpersonal skills and ability to work collaboratively in a team
• Ability to build and maintain strong internal and external customer relationships
• Proven problem‑solving and decision‑making capabilities
• Self‑management and professionalism in all aspects of work
• Accountability and a strong focus on achieving results
• Extensive technical expertise in the Group Risk domain

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.