Role in brief
Everywhen is seeking an Employee Benefits Consultant to manage a portfolio of group risk clients. This role involves policy administration, client retention, and generating new business within the group risk sector. Candidates with prior experience in group risk broking or advisory roles, who are focused on client satisfaction and business growth, would be a good fit.
About the role
This role focuses on managing a portfolio of micro and small SME group risk clients. Responsibilities include handling all aspects of policy administration and ensuring smooth policy management. The consultant will proactively engage with clients at renewal periods to maintain relationships and ensure policies continue without interruption. A key part of the work involves maintaining appropriate levels of renewal income from the assigned portfolio.
The position also involves identifying and pursuing opportunities to increase income from existing clients, as well as securing new group risk business through various referral channels. Consultants are expected to generate referrals for other business lines within the company from their group risk portfolio. Maintaining high levels of client satisfaction and adherence to compliance and business standards are critical measures of success.
Success in this role means consistently meeting income targets for both renewals and new business, while also upholding client satisfaction and compliance standards. The consultant will need to continuously develop their technical knowledge in group risk and build strong relationships with insurance providers. This role requires transparent and timely reporting of financial figures related to the portfolio.
The salary for this position ranges from $63,250 to $109,250 USD, with opportunities for bonuses.
Skills that matter here
- group risk: This role requires managing a portfolio of group risk clients and understanding related products and operations.
- policy management: The consultant will handle all aspects of policy administration and management for client accounts.
- client retention: Proactive client contact at renewal points is essential to maintain relationships and income.
- customer service: Maintaining high levels of client satisfaction is a key accountability for this position.
- Microsoft Office: Experience with Microsoft Office programs is required for daily tasks and communications.
Who this role suits
- A person with a background in group risk broking or advisory environments.
- Someone who is customer-focused and possesses strong communication skills.
- An individual who is proactive in managing client relationships and identifying business growth opportunities.
- A candidate who values continuous professional development and maintaining technical expertise.
From the employer
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 to ensure that the relationship and their insurance policies run smoothly.
- Ensure that renewal income 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:
- Group risk experience in a broking or advisory environment.
- Strong understanding of group risk products and their operation.
- Experience of managing and maintaining a portfolio of group risk clients and all aspects of their policy management.
- Professional, customer focused approach internally and externally.
- Effective verbal and written communication skills with a confident, personable telephone manner.
- GR1 qualified (or working towards).
- Strong numeracy and literacy skills.
- Experience in using Microsoft Office programmes.
What we offer:
- All the training and development you need to develop into an experienced employee benefits consultant.
- Great benefits of working for a market-leading, fast-growing company.
Questions about this role
What level of seniority is this position?
This is a middle-seniority position.
What are the key requirements for this role?
Candidates need group risk experience in a broking or advisory setting, a strong understanding of group risk products, experience managing client portfolios, and proficiency in Microsoft Office. GR1 qualification or working towards it is also expected.
How can I apply for this job?
You can apply through the company's career page at https://careers.everywhen.co.uk/jobs/7664878-employee-benefits-consultant#main-content.
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