Employee Benefits Consultant

Everywhen; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A market-leading company in the UK is seeking an experienced Employee Benefits Consultant. You will manage a portfolio of micro/small SME group risk clients, focusing on retention and upselling services. The ideal candidate has at least 3 years of relevant experience, strong understanding of group risk products, and excellent customer service skills. This role offers rewarding benefits and opportunities for professional development.

Qualifications

• Minimum of 3 years group risk experience in a broking or advisory environment.
• Experience managing a portfolio of group risk clients.
• Strong understanding of group risk products and their operation.

Responsibilities

• Manage a portfolio of micro/small SME group risk clients.
• Proactively contact clients to ensure smooth policy management.
• Ensure appropriate renewal income from the portfolio.
• Explore opportunities to expand income from existing clients.
• Win new group risk business through referral channels.
• Maintain high levels of client satisfaction.
• Ensure compliance with business standards and KPIs.
• Report on renewal income and new business figures.

Skills

Customer-focused approach

Effective verbal and written communication skills

Strong numeracy skills

Strong literacy skills

Confident telephone manner

Organizational skills

Ability to work under pressure

Teamwork skills

Initiative

Adaptability to change

Education

GR1 qualification or working towards

Tools

Microsoft Office

Job description

Apply for the Employee Benefits Consultant role at Everywhen.

We have an exciting opportunity to join our warm and welcoming team as an Employee Benefits Consultant. Our Employee Benefits Consultants report to the Business Development Manager - Enterprise Group Risk and are responsible for managing, retaining, and developing a portfolio of micro/smaller SME group risk clients, typically managed through telephone account management. You will successfully manage a portfolio of existing group risk clients, achieving high retention rates by delivering excellent service and strong group risk advice, and develop the existing client portfolio by upselling additional service lines to existing clients.

In return we will make sure you get all the training and development you need to develop into an experienced employee benefits consultant, and you will be rewarded with all the great benefits of working for a market-leading, fast-growing company.

We are looking for a candidate with a minimum of 3 years group risk experience in a broking or advisory environment, who has a strong understanding of group risk products and their operation. You should have experience managing and maintaining a portfolio of group risk clients and all aspects of their policy management.

Key Role Accountabilities

• Manage a portfolio of micro/small SME group risk clients, including all aspects of policy administration and policy management.
• Proactively contact clients at renewal points (and other regular intervals as appropriate to the client) to ensure that the relationship and their insurance policies run smoothly.
• Ensure that renewal income (i.e., client retention) from the portfolio remains at appropriate levels.
• Proactively explore opportunities to expand income from existing clients.
• Win new group risk business through various referral channels.
• Generate referrals to other Towergate business lines from the group risk portfolio.
• Maintain high levels of client satisfaction.
• Ensure compliance and business standards KPI scores remain at appropriate levels.
• Transparent and timely reporting of renewal income and new business figures.
• Maintain strong technical group risk knowledge through appropriate CPD and work-related training.
• Develop and maintain strong relationships with the group risk insurance providers.

What we are looking for in an Employee Benefits Consultant

• Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners.
• Effective verbal and written communication skills.
• GR1 qualified (or working towards).
• Strong numeracy and literacy skills.
• Confident, personable telephone manner.
• Well organised and able to respond well under pressure and meeting deadlines.
• Work well as part of a team as well as being able to work for periods using own initiative.
• Cope well with change, internally within the business and externally within the market.
• Experience in using Microsoft Office programmes.

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.