Role in brief
Everywhen seeks an Employee Benefits Consultant to manage a portfolio of small to medium-sized group risk clients. This role involves policy administration, client retention, and identifying new business opportunities. Candidates with experience in group risk within a broking or advisory setting, who are customer-focused and possess strong communication skills, should consider applying.
About the role
This role focuses on managing a portfolio of group risk clients for small to medium-sized businesses. Key responsibilities include overseeing all aspects of policy administration and ensuring policies run smoothly, especially at renewal points. The consultant will also work to maintain and grow income from existing client relationships.
A significant part of the role involves proactive client engagement, including contacting clients for renewals and exploring opportunities to expand services. The consultant is also expected to win new group risk business through referrals and generate leads for other business lines within the company. Maintaining high client satisfaction and compliance with business standards are also critical.
Success in this position means consistently meeting income targets from renewals and new business, while also upholding strong client relationships and technical knowledge in group risk. The consultant will need to develop and maintain relationships with insurance providers and ensure transparent reporting of financial figures. Continuous professional development in group risk is also expected.
The salary for this full-time remote position ranges from $63,250 to $109,250 annually, with opportunities for bonuses.
Skills that matter here
- group risk: This role requires managing client portfolios and winning new business specifically within the group risk insurance sector.
- policy management: The consultant will handle all administrative aspects and ongoing management of client insurance policies.
- client retention: A core responsibility is to proactively engage with clients at renewal to ensure continued business and satisfaction.
- customer service: The role demands a professional and customer-focused approach in all internal and external interactions.
- Microsoft Office: Proficiency in these programs is expected for daily tasks and communications.
Who this role suits
- A professional who thrives on building and maintaining long-term client relationships.
- Someone with a proactive approach to client engagement and identifying growth opportunities.
- An individual who is detail-oriented in policy administration and committed to compliance.
- A person who values continuous learning and staying current with industry knowledge.
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 is the remote work policy for this role?
This position is fully remote.
What level of experience is expected for this consultant role?
This is a middle-seniority position, requiring prior experience in group risk within a broking or advisory environment.
What are the key skills required for this role?
Key skills include group risk experience, policy management, client retention, customer service, and proficiency in Microsoft Office.
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