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Employee Benefits Account Executive
2 months ago
We are seeking a highly skilled and detail-oriented Account Executive to join our team at GBS Global. As a key member of our organization, you will play a crucial role in efficiently managing the administration of Corporate Group Risk and Group Healthcare schemes.
Key Responsibilities- Client Relationship Management: Build strong internal and external relationships to provide an efficient service to clients, effectively managing their expectations.
- Business Development: Collaborate with Associate Consultants, Consultants, and insurers/product providers to obtain new business quotations and relevant information.
- Administrative Support: Work within a team to deliver first-class administrative support to both internal and external clients.
- Client Communication: Handle client requests, queries, and general correspondence with professionalism.
- New Business Processing: Manage new business processing, re-broking, scheme renewals, underwriting, and claims in a compliant and profitable manner.
- Service Level Agreements: Meet specific deadlines and service levels agreed with clients and line management.
- Record Keeping: Maintain accurate and up-to-date records using Adviser Office (CRM) & Virtual Cabinet software.
- Organizational Skills: Keep an organized diary system for efficient workflow within the team.
- General Office Duties: Perform general office duties, including filing and document maintenance.
- Compliance: Adhere to internal policies and procedures, ensuring compliance with applicable laws, regulations, and GBS Global's shared values, with a focus on placing clients at the centre of our business.
- Experience: Demonstrable experience in administering Group Life Assurance, Group Income Protection, Group Critical Illness, and Group Healthcare schemes.
- Background: Proven background in Financial Services administration.
- Communication Skills: Strong communication skills, both written and verbal, with the ability to engage effectively at all levels.
- Attention to Detail: High attention to detail and accuracy in all tasks.
- Organizational Skills: Excellent organizational skills with the ability to manage tight deadlines and multiple priorities.
- Industry Knowledge: Commitment to staying updated with industry changes and regulatory requirements.
- Technical Skills: Proficiency in Microsoft Office (Excel, Word) and relevant internal systems/databases.
- Regulatory Awareness: Awareness of regulatory standards for 'advised' and 'non-advised' sales, particularly regarding advice and recommendations to clients.
- Education: Good general education, including Maths and English.
- Certifications: CII Group Risk (GR1) and Healthcare (IF7) qualifications are desirable.
- Eligibility: Must be eligible to work in the UK.
GBS Global is a leading provider of employee benefits and risk management solutions. We are committed to delivering exceptional service to our clients and are dedicated to creating a positive and inclusive work environment.
BenefitsWe offer a comprehensive benefits package, including:
- Competitive Salary
- Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days
- Defined contribution pension scheme, which GBS Global will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we'll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
We also offer a range of additional benefits, including:
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
