Employee Benefits Consultant
2 days ago
PIB (employee benefits) consultants adopt an approach of supporting organisations across all areas of financial and non-financial rewards that meet the needs of a business and its employees.
This includes healthcare, corporate pensions, risk, employee benefit communications and employee benefits technology.
An opportunity to join this expanding team exists for an experienced Employee Consultant with 5 years + proven advisory experience to the Mid Corporate
market across Healthcare and Risk.
Duties and Responsibilities will include:
Client Relationship Management:
• Portfolio management: Oversee a portfolio of corporate clients, ensuring that their employee benefit schemes are effectively managed, regularly reviewed, and optimised to meet evolving needs.
• Direct client engagement: Maintain regular, direct contact with clients to resolve queries, support relationship development, and ensure the timely delivery of services, establishing yourself as their primary point of contact.
• Service expansion: Identify opportunities to broaden the range of services offered to clients, presenting tailored solutions that enhance their overall benefits offering.
• Client meetings: Attend and participate in client meetings to provide updates, present solutions, and ensure clients understand and are satisfied with their benefit programs. Risk & Healthcare Services:
• Risk and healthcare consultancy: Advise clients on their risk and healthcare offerings, ensuring they meet company and employee needs and align with market trends.
• Re-broking process: Manage the market review and re-broking process for risk and healthcare products, ensuring that clients receive the most competitive terms and coverage options available. Flexible Benefits & Technology (preferable):
• Flex platform consulting: Act as the consultant for flex and technology platform implementations, providing expertise on the underlying benefits and supporting clients in navigating platform features.
• Platform support: Assist clients with platform setup, benefits integration, and employee engagement to maximise the effectiveness of their flexible benefits programs.
New Business Development:
• Support business growth: Contribute to new business efforts by supporting proposal development, attending prospect meetings, and assisting with presentations, working to secure new clients and expand the portfolio without cold calling.
• Revenue targets: Meet key financial targets set by the Senior Leadership Team, ensuring that revenue growth and client retention goals are achieved. Compliance & Regulatory Adherence:
• Regulatory compliance: Ensure all work adheres to regulatory requirements, including proper file maintenance, terms of business, key facts documents, claims registers, and file checklists.
• Group policies: Adhere to all internal group policies and procedures, including reporting any suspected regulatory breaches to management or compliance.
• Competency & file reviews: Ensure that personal competency requirements are met, completing all necessary CPD to maintain high standards and support compliance.
Quality Assurance & Peer Review:
• Peer review: Support quality assurance within the team by conducting peer reviews of colleagues' work, ensuring high standards are maintained across all deliverables.
• Own work reviews: Ensure that own work is peer-reviewed as necessary, promoting a culture of quality and accuracy in client-facing documents and recommendations.
Why Join Us?
- Competitive salary and benefits package
- Flexible working and holiday options
- Pension, enhanced parental leave, and life insurance
- Discounts on technology, travel, and leisure
- Learning and development opportunities
- Volunteering and charity support days
Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
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