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SalaryA great opportunity for a Private Clients Adviserto join an award-winning advisory who provide centralised management and technology platforms for HR, Payroll and Employee Benefit solutions. Here you assist the Private Clients Manager with the smooth running of the Team and provide a full and complete advisory service to an allocated portfolio of micro groups and individuals throughout the year, along with expanding and developing the existing portfolio.
Full-time, offering hybrid working (after probation), with the office based in Aylesford.
Key Responsibilities:
- Responsible for overall management of a mixed portfolio of both Individual and micro clients (sub 5 lives)
- Obtain renewal documents in good time from the insurer
- Send renewal documents to client via email/post
- Telephone client to discuss the client's demands & needs and their requirements around renewal
- Undertake full market review where necessary and provide written recommendations within an agreed format
- Negotiate with holding insurers where applicable and make client aware of cost saving options, advising them of the implications of increasing or reducing benefits
- Negotiate with alternative insurers. Make clients aware of switch criteria
- Provide benefit/product comparisons and advantages and disadvantages of a transfer in insurers
- Attend client meetings and insurer events where applicable
- Adhere to FCA requirements and ensure internal systems are kept up to date with full audit trail
- Provide information and assistance to clients across the range of the company's products and services, maximising opportunities to cross sell within the portfolio against a set target
- Actively work towards and meet new business sales to a set target and actively promote cross sales, and wider services, relevant to the client
- Maximise opportunities to cross sell into HR & Payroll service areas
- Update Quote Sales Activity (QSA) portal with all new business opportunities and maintain accurate data
- New business uploads to CLAi and utilise Hub Team for CLAii uploads
- Handle claims queries made by Group Secretaries, Members or Clients. Follow up with notes of conversations and outcomes in a clear audit trail within internal systems.
Candidate Requirements:
- High level of interpersonal skills, with the ability to build successful, mutually beneficial business relationships
- Excellent communication skills, being articulate and able to communicate with people at various levels, over the telephone and in writing
- Planning, organisational and time management skills
- Problem solving
- Computer literate and thorough understanding of Company software
- High quality written skills
- Natural sales skills
- At least 1 years' administration
- Employee Benefit experience
- Account Management or experience in an insurance-based role is desirable
- IT Literate - typing / Microsoft / Outlook
- Further education (diploma, degree or CII) advantageous
- Full UK Driving Licence
The Package:
- Salary: GBP25-30k + commission
- Hours: 9-5pm, staggered working hours between 8-6pm
- A suite of employee benefits
