Employee Benefits Consultant

4 weeks ago


Woking, Surrey, United Kingdom Gallagher Full time
About the Role

We are seeking a highly skilled and experienced Employee Benefits Consultant to join our team at Gallagher. As an Employee Benefits Consultant, you will play a key role in providing expert advice and guidance to our corporate clients on all aspects of employee benefits, including pensions, group risk, and healthcare.

Key Responsibilities
  • Manage a portfolio of corporate clients, providing excellent service and ensuring consistent delivery of outstanding service to meet and exceed client expectations.
  • Maintain an up-to-date and comprehensive understanding of technical employee benefits, including products, markets, and regulatory standards.
  • Provide expert advice within designated Permitted Areas of Activity as confirmed by line management/Compliance.
  • Support Consultants and Management in all aspects of their work with corporate clients, enabling them to develop new business opportunities.
  • Cultivate and maintain positive relationships with both new and existing corporate clients.
  • Develop effective internal and external connections to support the delivery of an efficient, professional service in accordance with service agreements.
  • Assist with client scheme renewals, collaborating closely with Consultants and administration teams.
  • Acquire detailed knowledge of all technical aspects of corporate schemes.
  • Work with administration teams and directly with clients to provide guidance on all aspects of clients' schemes.
  • Provide support to clients and scheme members via telephone or in person.
  • Handle new enquiries, client correspondence, and information requests as necessary.
  • Prepare and finalize client reports and PowerPoint presentations in conjunction with the Lead Consultant.
  • Aid in campaign management and meeting preparation: coordinating with insurers, admin team, and clients; scheduling meetings, clinics, and seminars; compiling and sharing meeting agendas, packs, and presentations; briefing Consultant prior to meetings; attending client meetings as requested.
  • Meet and surpass revenue goals by keeping existing clients.
  • Ensure all clients are profitable and serviced with customized pricing that meets their specific needs.
  • Assist Consultants in supervising income to ensure budget achievement and financial control over Consultant portfolio and client budgets.
  • Proactively assist the Consultant in identifying and progressing new business/income opportunities with clients.
  • Ensure adherence to internal policies, procedures, and applicable laws, rules, and regulations.
  • Take ownership for remedial action planning and execution in conjunction with relevant guides within the firm.
About You

We are looking for a highly skilled and experienced Employee Benefits Consultant who has a strong understanding of employee benefits, including pensions, group risk, and healthcare. You will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

You will have a minimum of A-Level qualifications, including English and Maths, and will be studying towards or have acquired the relevant professional qualifications as required for individual role. You will also have evidence of Continuing Professional Development (CPD) as required to maintain and improve knowledge and skills.

We offer a competitive salary, great teams, and exciting career opportunities, as well as a wide range of benefits, including a minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days. We also offer a defined contribution pension scheme, life insurance, income protection, and health cash plan or private medical insurance.



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