Employee Benefits Consultant
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What you'll do
- 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 they're looking for
- 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 focussed approach internally and externally when dealing with colleagues and distribution partners
- 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
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Location: Remote
Do you have group risk experience and a strong understanding of group risk products? Do you want to feel truly rewarded for your efforts with renewal and new business bonuses?
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.
Key Role Accountabilities:
This is an overview and not an exhaustive list of responsibilities.
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:
Someone with group risk experience in a broking or advisory environment who has a strong understanding of group risk products and their operation. You will have experience of managing and maintaining a portfolio of group risk clients and all aspects of their policy management. An understanding of new and existing client’s business whilst successfully converting new business opportunities or willingness and desire to learn the necessary skills.
Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners.
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.
So, what are you waiting for? Apply today and one of our team will be in touch.
#AIB #LI-#RK1 #LI-Remote
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.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Company
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