Associate Consultant

2 weeks ago

Nottingham, United Kingdom Gallagher Full time

Overview

Are you a detail-oriented professional with a passion for delivering top-notch services? Do you thrive in a team-oriented environment and have a knack for exceeding client expectations and effectively communicating employee benefit schemes? If so, we have an exciting opportunity for you As a Group Risk and Healthcare Associate Consultant at Gallagher Benefit Services, you will play a pivotal role in communicating our Corporate Group Risk and Group Healthcare schemes to clients. You will be the backbone of our commitment to providing exceptional service to our clients, colleagues, and third parties. How you'll make an impact Developing internal and external relationships to ensure efficient service delivery. Managing client expectations by providing clear communication and support. Working collaboratively within a team to deliver first-class administration services. Assisting in responding to client requests, queries, and general correspondence. Collaborating with Account Executives, Consultants, and insurers/product providers for new business quotations and information. Following established processes while actively suggesting improvements when necessary. Maintaining a commitment to efficient and compliant work practices. Interacting with clients and colleagues through written and telephone communication with professionalism and courtesy. Adhering to specific time deadlines and service levels agreed upon with clients and line management. Ensuring all tasks are completed accurately and meet quality standards. Maintaining up-to-date records, including CRM and Virtual Cabinet software, reflecting current scheme/client information. Managing a diary system to oversee tasks and facilitate efficient intra-team workflow. Handling general office filing and maintenance to keep operations running smoothly. Upholding compliance requirements and adhering to anti-money laundering procedures. Conducting duties in alignment with internal policies, procedures, applicable laws, and Gallagher’s shared values, with a client-centric focus. Being open to additional duties and responsibilities as reasonably expected within the scope of the role. About you Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent Studying towards or have obtained the relevant professional qualifications as required for individual role: Group Risk (ie CII GR1); Healthcare (CII IF7); Pensions (ie Pensions Management Institute diploma level) Evidence of Continuing Professional Development (CPD) as required to maintain and enhance knowledge and skills QCF Level 4 (Diploma level PFS or PMI) qualification Good level of technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients. This aspect will be developed with training over time Maintains industry, sector and technical knowledge Developing core consulting skills around communication, questioning, listening, report writing and presenting IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases Ensures that individually and as a firm we “Treat Customers Fairly” Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers Demonstrable experience within similar role in Financial Services, or financial services administration Good customer service and relationship building skills Strong verbal and written communication skills at all levels, both internally and externally Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Ability to travel to various locations (Driving licence (clean) / access to a car is preferable) Eligible to work in the UK #LI-TM2 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…

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