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Global Employee Benefits Account Manager
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 delivering exceptional administrative services to our clients, colleagues, and third-party partners.
Key Responsibilities- Build and maintain strong relationships with internal and external stakeholders to provide efficient and effective service to clients.
- Collaborate with Associate Consultants, Consultants, and insurers/product providers to obtain new business quotations and relevant information.
- Work closely with the team to deliver high-quality administrative support to both internal and external clients.
- Handle client requests, queries, and general correspondence with professionalism and attention to detail.
- Manage new business processing, re-broking, scheme renewals, underwriting, and claims in a compliant and profitable manner.
- Meet specific deadlines and service levels agreed with clients and line management.
- Maintain accurate and up-to-date records using Adviser Office (CRM) & Virtual Cabinet software.
- Keep an organized diary system for efficient workflow within the team.
- Perform general office duties, including filing and document maintenance.
- 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 center of our business.
- Demonstrable experience in administering Group Life Assurance, Group Income Protection, Group Critical Illness, and Group Healthcare schemes.
- Proven background in Financial Services administration.
- Strong communication skills, both written and verbal, with the ability to engage effectively at all levels.
- High attention to detail and accuracy in all tasks.
- Excellent organizational skills with the ability to manage tight deadlines and multiple priorities.
- Commitment to staying updated with industry changes and regulatory requirements.
- Proficiency in Microsoft Office (Excel, Word) and relevant internal systems/databases.
- Awareness of regulatory standards for 'advised' and 'non-advised' sales, particularly regarding advice and recommendations to clients.
- Good general education, including Maths and English.
- CII Group Risk (GR1) and Healthcare (IF7) qualifications are desirable.
- Must be eligible to work in the UK.
As a valued member of our team, you will enjoy a competitive salary, great teams, and exciting career opportunities. In addition, we offer a wide range of benefits, including:
- 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
Other benefits include:
- 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
- And many more...
At GBS - Global, we value inclusion and diversity, and we are committed to creating a workplace where everyone feels valued, respected, and empowered to succeed. We believe that our diverse perspectives and experiences are essential to delivering exceptional results and making a positive impact in the communities we serve.
We are proud to be accredited as a Living Wage employer with the Living Wage Foundation and are committed to diversity and opportunity for all. We are opposed to any form of less favorable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, color, nationality, disability, sexual orientation, religion/belief, age, and those with caring responsibilities.
We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination by our managers, employees, vendors, or customers based on protected characteristics. We will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
