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Servicing Executive
6 months ago
Purpose of Role
Responsible for supporting the client adviser in servicing employee benefits arrangements.
Responsibilities:
Client Services
- 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 most efficient use of resources
- Manage client requests, referring to Senior Manager and/or Advisers where appropriate
- Communicate with clients via telephone, MS Teams, e-mail, 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
Financial
- Ensure that all chargeable client work is recorded daily
- Organise the timely production of fee invoices and support adviser in managing WIP, debtors, and profitability of clients
Regulatory Compliance
- Meet all regulatory and departmental requirements
Business Development
- Assist with tender processes and onboarding activities where required
Job Profile
Qualifications
Professional Qualifications and Education
- Excellent standard of education.
- Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.
Key Competencies:
- Analytical Thinking – ability to analyse client information and highlight requirements to make suitable recommendations
- Communication skills – ability to deal with stakeholders and be able to communicate clearly and professionally in writing and in person, produce concise, well-structured documents considering the requirements of the reader
- Customer Focus – enhance customer satisfaction and build long term trusted customer relationships
- Time Management - organise time effectively and prioritise work, meet deadlines and multi-task
- Teamwork - encourage effective teamwork and collaboration within department, support line manager with training and development needs of other team members and share best practices with colleagues.
- Technical Expertise: maintain high degree of technical awareness and keep up to date with technical developments and legislative changes
Key Skills and Experience
- 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 pressurised environment, and must be able to use initiative
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- 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
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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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