We are recruiting for an Employee Benefits Account Manager, to join our busy team in either Bromsgrove or Birmingham.
You will be responsible for liaising with product providers, human resources and other third parties, as well as conducting client research consisting of in-depth analysis of many different types of financial contracts.
Overview of duties :
Responding promptly to client enquiries, in line with agreed levels of service, regarding their existing arrangements, renewals and any changes in circumstances, including scheduling of renewals and re-enrolment dates.
Supporting Consultants to onboard new clients ensuring the benefit package meets the clients needs and all reports/market analysis/account manager process guides/summary of benefits are produced within agreed time frames Working in conjunction with the relevant Consultant ensuring that client expectations are exceeded in terms of the service levels and information provided Generating market intelligence and key information regarding potential new opportunities to develop clients and increase the NFP portfolio ensuring this information is promptly recorded and passed onto the relevant person.
Keeping the back-office system up to date with client information and provider contacts to ensure that high levels of customer service are delivered.
Ensuring that all commission/fee expectation information is recorded correctly and in line with the NFP minimum standards.
Attending client meetings/conference calls both with Consultants and individually as appropriate.
Producing detailed policy summaries, recommendation reports and portfolio valuations for client review meetings ensuring appropriate sign off has been obtained and clients receive the most up to date and relevant information and guidance.
Keeping up to date with professional development, including working towards the relevant qualifications and recording this in the correct manner.
Person specification: Knowledge, skills and abilities: Ability to articulate clearly either verbally or in written communication, as well as possessing excellent listening skills.
Capable of problem solving and coming up with new ideas.
Ability to work at a fast pace, yet still possessing excellent attention to detail skills.
Excellent organiser – including time management and prioritisation.
Education and experience: BA or BS degree preferred or equivalent experience Key information :
Hours: 35 hours Monday - Friday
Location: Birmingham or Bromsgrove (Hybrid - 3 days in office, 2 from home)
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.