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