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Client Relationship Administrator- Employee Benefits
2 weeks ago
Job description About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA and we're growing. We're now looking for a Client Relationship Manager, Employee Benefits to join our expanding team. In this role, you'll be a key point of contact for our corporate clients, supporting them across a broad spectrum of employee benefit schemes. These include group income protection, life assurance (death in service), private medical insurance, dental cover, health cash plans and workplace pensions. You'll work closely with our Employee Benefits Consultants and administration team, ensuring all scheme activity-from new business and renewals to claims and underwriting-is delivered accurately, compliantly and with exceptional client care. Key responsibilities Manage relationships with clients, insurers and benefit providersObtain and negotiate competitive quotations from UK insurers across group life, health and protection schemesProduce client-facing reports, market reviews and suitability lettersOversee underwriting, claims and ongoing scheme administrationSupport Consultants with new business, renewals and scheme updatesEnsure data accuracy, manage compliance checks and maintain thorough recordsRespond professionally and promptly to client enquiries via phone and emailWhat we're looking for A minimum of 2 years' experience in financial services, preferably within group risk, healthcare, or pensionsA client-focused, proactive mindset with strong communication skillsExcellent attention to detail and high organisational abilityProficient in Microsoft Office; comfortable learning bespoke systemsProfessional qualifications are welcomed but not essential-we offer full support for study and developmentWhat we offer Competitive salary, dependent on experienceFull-time and part-time working options (office-based role)22 days' holiday (pro-rated for part-time), plus bank holidays5% employer pension contributionGroup life assurance (death in service)Group critical illness insuranceHealth cash planSupport for exams and continued professional developmentThe opportunity to be part of a growing, chartered firm with a strong reputation for client serviceReady to play a key role in our next chapter? We'd love to hear from you.
