Client Relationship Manager
1 month ago
Description:
Client Relationship Manager – Mercer Marsh Benefits (MMB) - Edinburgh, Bristol or Manchester Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. MMB is a global leader in the health and benefits marketplace. Operating in countries, our team of specialists design benefits solutions that meet the needs of businesses and their people, drawing from global intelligence and adapting that wealth of experience to local markets.What can you expect:
As a Client Relationship Manager based in our Pension Retention team, you will be responsible for the day to day management of a portfolio containing a significant number of clients. You will be the main point of contact in relation to Mercer services, maintaining a relationship with clients and coordinating services from specialists within the businessWhat you will be rewarded with:
We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis. Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.We will count on you to:
Learn the basics of the Pension provider products, services and tools within Mercer Elect - gaining an understanding of products, services and technical tools, participating in training courses, online learning, or through learning from more experienced colleagues. Take ownership of a portfolio of Pension clients that are aligned to the Mercer Elect proposition. Take the client through the whole sales process from onboarding, implementation and ad hoc employer queries. Engage with your portfolio of clients on a proactive basis, holding annual renewal calls with the client and guide them through a mid-year review meeting. Generate Leads for the other parts of the business for MMB proposition within your existing client bank and pass these to the appropriate teams. Assist the consulting team in gathering, organising, entering and analysing data to be used for various client projects for Mercer clients. Follow up with client or existing clients regarding missing or inaccurate information and yearly updates. Ensure all client files have the most recent correspondence and client information.What you need to have:
Previous client relationship based experience within pensions/financial services industry Excellent organisational and prioritisation skills Good visual accuracy and attention to detail Strong written and verbal communication skills, with the confidence to liaise at all levels face to face and via zoom A logical approach to your work Proven ability to work on own initiative and as part of a team Must be enthusiastic, motivated and committed to providing high quality service to clientsWhat makes you stand out
DC / SIPP Pensions knowledge/experienceMercer
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