- providing proactive support for ongoing client services and project-based work including administration for Group Life, Group Income Protection, Group Private Medical and Group Critical Illness plans
- issue renewal invitations in a timely manner
- preparing recommendation reports for scheme renewal
- dealing with insurers group contacts and members on a daily basis to resolve any issues or queries
- provide support to advisers and the client facing team with meeting and report preparation
- obtaining quotes
- administering new business including compliance requirements
- the account management and retention of your own portfolio of SME clients
- consulting and processing scheme renewals and rate reviews in line with internal processes
- a minimum of 2 years' experience in either an employee benefits company or insurance company doing a similar role
- a full understanding of all employee benefits products, specifically pension administration
- experience of managing, retaining, and developing a portfolio of clients
- the ability to generate new business whilst building existing relationships
- be able to research, analyse and interpret a diverse range of information
- possess excellent communication, negotiation, and IT skills
- able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- share incentive plan
- group pension
- life assurance
- income protection
- health cash plan
- plus a choice of voluntary benefits
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Senior Employee Benefits Consultant - United Kingdom - Mattioli Woods PLC
Description
Employee Benefits Consultant page is loaded
Employee Benefits Consultant
Apply locations Hybrid Glasgow Edinburgh Aberdeen time type Full time posted on Posted 4 Days Ago job requisition id R2237We are recruiting for an experienced Employee Benefits Consultant to join our team in Scotland on a full-time, permanent basis.
Reporting to a Team Director, the successful candidates will provide consultancy services to an existing portfolio of clients and support new client opportunities. Always ensuring they receive accurate information and are advised on the most suitable solutions that meet their objectives and circumstances.
The role is fundamental to the success of Mattioli Woods and the right candidate will be responsible for providing excellent customer service.
MORE ABOUT THE ROLE:
The successful applicants' responsibilities will include, but are not limited to:
This role is a Certification Function under the Senior Managers and Certification Regime (SMCR). As such, the role holder is required to undertake annual fit and proper assessments and must have their certification reissued annually. The role holder must also follow the Conduct Rules for individuals and senior managers.
The successful applicant will have:
BENEFITS PACKAGE:
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
It is flexible so that means you can pick benefits to suit you#
Similar Jobs (2) Team Coordinator (Employee Benefits)
locations 3 Locations time type Full time posted on Posted 30+ Days AgoEmployee Benefits CRM
locations 2 Locations time type Full time posted on Posted 30+ Days AgoIntroduce Yourself
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
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We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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