Employee Benefits Consultant
1 week ago
Employee Benefits Consultant
Maidstone - Hybrid
Permanent
Salary - £28k p/a + commission
The Atlas Recruitment Group are currently searching for an experienced Employee Benefits Consultant, to join a well-established successful, growing team in the Maidstone area.
Main Responsibilities:
- Responsible for overall management of a mixed portfolio of both Individual clients
- Obtain renewal documents in good time from the insurer, telephone client to discuss the client's demands & needs
- Issue a 'reasons why' letter to confirm requirements of renewal
- Undertake full market review where necessary and provide written recommendations within an agreed format
- Negotiate with holding insurers where applicable and make client aware of cost saving options, advising them of the ramifications of increasing or reducing benefits
- Negotiate with alternative insurers. Make clients aware of switch criteria and implications.
- Provide benefit/product comparisons and advantages and disadvantages of a transfer in insurers
- Adhere to FCA requirements and ensure internal systems are kept up to date with full audit trail
- Provide information and assistance to clients across the business and products and services, maximising opportunities to cross sell within the portfolio against a set target
- Achieve new business sales to a set target and actively promote cross sales to the client
- Attend client meetings and insurer events where applicable
- Handle claims queries made by Group Secretaries, Members or Clients.
- Follow up with notes of conversations and outcomes in a clear audit trail within internal systems.
Experience required:
- Experience within an Account Management role
- Ideally experience with in an insurance company
- Employee benefits experience
- Full UK Driving License
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