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Servicing Executive
1 month ago
Job Summary:
We are seeking a highly skilled Servicing Executive to join our team at Evelyn Partners. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, ensuring that their employee benefits arrangements are managed effectively and efficiently.
Key Responsibilities:
* Deliver scheme support function for Group Risk & Healthcare clients to a high standard and in a timely manner.
* Draft written reports and letters relating to client specific cases.
* Liaise with relevant parties, including insurers, introducing firms, etc., to ensure that benefits are established in line with client requirements and scheme renewals are managed effectively.
* Research product markets in connection with client specific requirements.
* Obtain illustrations from insurers along with technical information, performance enquiries, and general provider information.
* Analyse raw data to assist advisers with client recommendations (at establishment & renewal).
* Identify and report any risks, breaches, or errors by ensuring risks are logged through to mitigating actions and controls.
* Delegate work and activities to Assistants as appropriate to ensure the most efficient use of resources.
* Manage client requests, referring to Senior Manager and/or Advisers where appropriate.
* Communicate with clients via telephone, MS Teams, email, and in writing, in a timely and professional manner, and when required attend meetings to support the adviser.
* Manage records and data appropriately and securely in line with company policy.
* Ensure comprehensive client records are kept and that these are accurate and up to date at all times.
Requirements:
* Excellent standard of education.
* Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.
* Excellent client service skills - previous employee benefits experience is essential for this role.
* Proficient IT skills in core Microsoft Office systems.
* Excellent interpersonal and communication skills, both verbal and written.
* Experience of report and letter writing.
* Ability to prioritise work and delegate effectively.
* Ability to work both independently and within a team in a pressurised environment, and must be able to use initiative.
What We Offer:
* Competitive salary.
* Private medical insurance.
* Life assurance.
* Pension contribution.
* Hybrid working model (role dependant).
* Generous holiday package.
* Option to purchase additional holiday.
* Shared parental leave.
About Us:
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
Contact Us:
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
