Group Risk Consultant

Shackleton Advisers Limited; Sittingbourne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial consultancy in Sittingbourne seeks a Group Risk Consultant. This role is responsible for administering Group Risk and Healthcare schemes, supervising renewals, and maintaining client relations. Ideal candidates will have relevant qualifications, strong communication skills, and a keen understanding of employee benefits. Join a dedicated team focused on excellence and client satisfaction.

Qualifications

• Experience in an office environment and Financial Services.
• Experience with the end-to-end process of market reviews.
• Good working knowledge of accounts during scheme renewal.

Responsibilities

• Support delivery and administration of Group Risk and Healthcare schemes.
• Liaise with clients and providers to gather scheme information.
• Respond to scheme-related queries from clients and employers.

Skills

Strong communication skills

Attention to detail

Knowledge of employee benefits and pensions

Education

CII qualifications in Financial Services and/or Pensions

GR1 (Group Risk qualification)

GCSE Maths and English (grade 5 or above)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Job Title: Group Risk Consultant
Reporting to: Group Risk & Healthcare Consultant
Date of Issue: August 2025

Role Objective

Responsible for supporting the delivery and administration of Group Risk and Healthcare schemes, including market reviews, renewals, and client queries. The role involves liaising with clients and providers, producing reports and recommendations, and maintaining accurate scheme records. Strong communication skills, attention to detail, and a good understanding of employee benefits and pensions are essential.

Duties & Responsibilities

Market Review Exercises:
• Liaise with clients to gather relevant scheme information.
• Request quotations from the market and existing providers.
• Analyse provider responses and market feedback.
• Produce comprehensive reports and recommendations for clients.
• Instruct insurers to proceed, including completion of necessary documentation.

Scheme Renewal & Accounts:
• Process annual accounts for scheme renewals.
• Review and issue accounts to employers for payment.

Client Support:
• Respond to scheme-related queries from members and employers, both written and verbal.
• Provide guidance on existing and potential schemes.

Sector Knowledge & Provider Liaison:
• Maintain up-to-date knowledge of key issues and developments in the Group Risk and Healthcare sector.
• Liaise with providers to ensure access to current and relevant proposition information.

Communication & Administration:
• Communicate professionally with clients, providers, and advisers via email, letter, and phone.
• Obtain, verify, and issue invoices for products including PMI, GLA, GIP, Cash Plan, and Dental.
• Save invoices to company files and update individual employee premiums on internal databases.
• Issue final invoices to employers.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person Specification

Qualifications
• CII qualifications in Financial Services and/or Pensions.
• GR1 (Group Risk qualification).
• GCSE Maths and English (grade 5 or above).

Knowledge and experience
• Good knowledge of Microsoft Outlook, Word and Excel.
• Experience of working in an office environment and Financial Services.
• Experience with the end-to-end process of market reviews.
• Producing report and recommendations for Group Risk and Healthcare products.
• Good working knowledge of the accounts process when completing a scheme renewal.
• Possesses a confident and professional telephone manner, ensuring clear and courteous communication with clients and service providers.

Personal Skills
• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Time Management: Attention to detail and ability to prioritise work and manage time effectively.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business but also work autonomously and take ownership of the role.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• Flexibility: The flexibility for and commitment to continual service development and improvement.
• Own Development: Demonstrates a proactive attitude towards professional development, with a strong desire to progress and pursue relevant qualification.