Employee Benefits Account Manager

Pavilion is partnering with a well-established organisation renowned for delivering outstanding financial advice to both private and corporate clients. Over the past 20+ years, they have experienced steady, organic growth and show no signs of slowing down. With continued success, they are now looking to expand and strengthen their Employee Benefits function.

About the Role:

As an Account Manager, you will work alongside a small team of administrators and collaborate with our Employee Benefits research and advice teams; provide support to our advisers; and ensure that all clients always receive a high standard of service.

• Assist with managing an existing portfolio of clients across healthcare and Group Risk
• Contact clients and arrange meetings
• Research the marketplace to identify suitable products and solutions from a range of providers
• Confidently liaise with clients, scheme members, and external providers via telephone and email
• Work closely with clients' HR/Payroll representatives to process, submit, and reconcile data
• Respond to internal and external requests and queries via email/telephone promptly and efficiently
• Keep all parties informed of progress and update the back-office system to ensure accurate records
• Process new business and annual renewals of Group Protection schemes (Group Income Protection, Group Life Assurance, and Critical Illness) and Healthcare schemes (Private Medical Insurance, Dental, and Cash Plans)
• Undertake ongoing administration of existing group schemes
• Maintain good working knowledge of healthcare market products
• Build strong, professional, and lasting relationships with clients and colleagues
• Direct involvement in project work to ensure efficient running of tasks, contributing to the successful operations of the team and relationships with clients
• Identify potential opportunities for new business
• Any other duties to support the Head of Employee Benefits Advice and Head of Employee Benefits Administration

Requirements:

• Experience as an Employee Benefits Administrator in an IFA or Employee Benefits Consultancy practice
• Knowledge of group protection and private healthcare
• Experience in processing new business and renewals for group schemes
• Experience using online platforms for group risk and healthcare providers
• A clear ability to prioritise and plan your own workload effectively and comfortable working to strict deadlines, whilst working independently and under minimum supervision
• Excellent analytical skills
• Strong attention to detail always
• Exceptional written and verbal communication skills, to effectively liaise with clients, HR/Payroll representatives, scheme members, and external providers in a timely manner
• Ability to communicate with people at all levels
• Client-focused with the ability to address and handle queries and escalations
• Have a strong drive to continually enhance processes and create efficiencies

Desirable:

• Experience using IRESS XPlan CRM
• Industry-recognised qualifications (or a willingness to complete them within an agreed timeframe), such as:
• CII R01 Regulation & Ethics
• CII GR1 Group Risk
• CII IF7 Healthcare Insurance Products