Employee Benefits Account Executive

1 week ago

Woking, Surrey, United Kingdom GBS - Global Full time
About the Role

We are seeking a highly skilled and experienced Benefits Consultant to join our team at GBS - Global. As a key member of our benefits and HR consulting team, you will play a crucial role in helping our clients build better workplaces.

Key Responsibilities
  • Develop internal and external relationships to provide efficient service to clients and manage their expectations
  • Liaise with Associate Consultants, Consultants, and insurers/product providers for new business quotations and information
  • Work in a team to deliver an outstanding administration service to internal and external clients
  • Assist with client requests, queries, and general correspondence
  • Process new business, re-brokes, scheme renewals, underwriting, and claims compliantly and profitably
  • Work within specific time deadlines and service levels agreed with clients and line management
  • Ensure accurate and up-to-date records are maintained in Adviser Office (CRM) & Virtual Cabinet software
  • Maintain a diary system for efficient oversight and intra-team workflow
  • Perform general office filing and maintenance
  • Adhere to internal policies, procedures, and applicable laws, rules, regulations, and good governance
  • Put clients at the heart of our business
About You
  • Demonstrable administration experience in Group Life assurance, Group Income Protection, Group Critical Illness, and Group Healthcare
  • Proven Financial Services administration experience
  • Strong verbal and written communication skills at all levels
  • High level of accuracy and attention to detail
  • Excellent organization skills, ability to work under tight deadlines and manage multiple tasks
  • Stay updated with industry changes and regulations through Compliance bulletins and technical updates
  • Proficient in Microsoft Office (Excel, Word) and relevant internal systems/databases
  • Awareness of regulatory requirements for 'advised' and 'non-advised' sales
  • Good standard of general education including Maths and English
  • CII Group Risk (GR1) and Healthcare (IF7) certifications (Desirable)
What We Offer

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

  • Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days
  • Defined contribution pension scheme, which Gallagher 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...

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