Eb Desk Based Consultant - Glasgow, United Kingdom - Idex
Description
A new and exciting role has arisen within this well known Employee Benefits providerThe role is to provide a desk based Health and Risk consultancy service.
The role will entail:
- Preparation of client reports, data sets, research and benchmarking and management of day to day administration of risk or healthcare schemes.
- To retain and develop an existing client portfolio and acquire new clients/products in the most efficient and cost effective manner, within the laid down procedures.
- Draft and coordinate technical reports and research for Client presentation.
- Draft reports to Clients on specific Client issues.
- Oversee changes/restructures of Clients' benefit arrangements.
- Manage day to day Client administration
- Manage a portfolio so client goals are met in accordance with specified objectives and constraints.
- Updating and maintaining Xplan and portfolio.
- Ensuring product knowledge is kept up to date by means of regular update meetings with the insurers and selfhelp regarding products, insurers and adhering to legislation.
- Building and targeting a prospect list as part of new business development strategy
- Managing all processes including renewals in FCA compliant manner.
- Dealing with client enquiries/problems.
- Liaising and building ongoing relationships with clients, insurers and introducers.
- Manage recording and tracking client renewals, client meeting notes and newbusiness
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
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