SME Employee Benefits Consultant

2 weeks ago


Knutsford, Cheshire East, United Kingdom WTW Full time

This is a dynamic role within our Health & Benefits line of business. As an SME Employee Benefit Consultant, you will be part of our client management team, dealing with prospects and clients and managing their employees' risk and healthcare benefit policies.

The Role:

  • Conduct monthly pre-renewal, renewal, and mid-term calls with existing clients regarding the insurance contracts managed by Willis Towers Watson (Wincham) Health & Benefits to secure contract renewals.
  • When appropriate, issue a market review for each contract, making suitable recommendations based on the client's needs and preferences for products and service options to provide the best advice and comply with regulatory requirements.
  • Identify key decision-makers within each client organization and maintain regular contact with these individuals.
  • Have a thorough understanding of all compliance and regulatory requirements, such as the complaints process, FCA, FOS, DPA, and TCF, with particular reference to sales and client service processes.
  • Proactively generate sales leads for the aforementioned purposes.
  • Evaluate the best products and service options considering the specific requirements of the client to provide them with the best advice and comply with current regulatory requirements, while maintaining and enhancing service standards for clients.
  • Use client phone calls to gather information about the client company and identify the degree of business development within each client portfolio. Aim to further client development by securing new contracts and using the appropriate product prioritization lists to increase income from each client.
  • Establish and maintain good relationships with insurers and other providers for the benefit of clients.
  • Stay updated on relevant market developments, including changes to legislation affecting the areas in which Willis Towers Watson operates.
  • Fully comply with the data entry requirements in our Microsoft Dynamics CRM system.

The Requirement:

  • Have previous experience and proven success in a similar role; knowledge of the risk and healthcare insurance industry is an advantage.
  • Demonstrate flexibility and adaptability to juggle a range of different tasks.
  • Possess excellent interpersonal skills.
  • Be able to work on your own initiative.
  • Perform well under pressure and meet tight deadlines.
  • Research, digest, analyze, and present material clearly and concisely.
  • Be target-driven and tenacious, with a proven track record of achievement.
  • Be motivated and enthusiastic.
  • Display high standards of work and presentation.
  • Have strong written and oral communication skills.
  • Have good knowledge of a range of IT software packages.
  • Be trustworthy and able to handle confidential information appropriately.
  • Understand and anticipate customer needs effectively.
  • Sell Willis Towers Watson Health & Benefits products and services effectively.
  • Exhibit excellent time management and organizational skills.
  • Demonstrate high levels of literacy, numeracy, and keen attention to detail.
  • Possess decision-making capabilities.
  • Adapt to frequently changing situations.
  • Have a strong team-working ethic.
  • Display good commercial awareness.

Equal opportunity employer

WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.




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