Managing a portfolio of UK SME clients, working alongside a consultant and providing day to day support of client accounts across a range of group risk and group healthcare.
Direct contact with clients to resolve queries, support relationship development and ensure timely delivery of services.
Obtaining and managing information relating to the client’s existing benefits and sourcing the appropriate information to carry out any necessary analysis. This includes liaising with insurance providers to organise the completion of renewal exercises in a timely manner and obtaining quotes from the market.
Obtaining new business quotations and supporting of the market review process and end to end onboarding of new business clients.
• Manage and prepare client data for reports and to issue to providers.
• Working with clients on their benefits strategy to ensure it aligns with their business strategy.
• Merger & Acquisition data gathering, analysis and report writing.
• Client liaison regarding communication of benefits, paperwork completion e.g., Application forms.
• Producing draft renewal recommendation reports.
• Managing client membership changes in a timely manner.
• Contributing towards internal provider panel maintenance, including provider feedback.
• Ensuring the back-office system is maintained with relevant client/ plan information and appropriate management of the scheme tasks including proactive follow up with clients and keeping you consultant updated at all times.
• Supporting the maintaining of compliance documents and processes within the firm.
• From time-to-time employees in this role may be required to travel.
• Any other duty as required by the line manager commensurate with the post.