Client Relationship Administrator- Employee Benefits

IDEX Consulting; Coventry; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading chartered financial planning firm is seeking a Client Relationship Manager to support corporate clients with employee benefit schemes. The role involves managing client relationships, ensuring compliance, and overseeing scheme administration. Candidates should have relevant experience in financial services and strong communication skills.

Benefits

22 days' holiday plus bank holidays

5% employer pension contribution

Group life assurance

Health cash plan

Support for exams and continued professional development

Qualifications

• Minimum of 2 years' experience in financial services, preferably within group risk, healthcare, or pensions.
• Client-focused, proactive mindset.
• Proficient in Microsoft Office and comfortable learning bespoke systems.

Responsibilities

• Manage relationships with clients, insurers and benefit providers.
• Negotiate competitive quotations from UK insurers.
• Produce client-facing reports and oversee underwriting.

Skills

Communication

Attention to detail

Organizational ability

Education

Professional qualifications (welcomed but not essential)

Tools

Microsoft Office

Job description

About the role
We are a chartered financial planning and employee benefits practice, directly regulated by the FCA and we're growing. We're now looking for a Client Relationship Manager, Employee Benefits to join our expanding team.
In this role, you'll be a key point of contact for our corporate clients, supporting them across a broad spectrum of employee benefit schemes. These include group income protection, life assurance (death in service), private medical insurance, dental cover, health cash plans and workplace pensions.
You'll work closely with our Employee Benefits Consultants and administration team, ensuring all scheme activity-from new business and renewals to claims and underwriting-is delivered accurately, compliantly and with exceptional client care.

Key responsibilities

• Manage relationships with clients, insurers and benefit providers
• Obtain and negotiate competitive quotations from UK insurers across group life, health and protection schemes
• Produce client-facing reports, market reviews and suitability letters
• Oversee underwriting, claims and ongoing scheme administration
• Support Consultants with new business, renewals and scheme updates
• Ensure data accuracy, manage compliance checks and maintain thorough records
• Respond professionally and promptly to client enquiries via phone and email

What we're looking for

• A minimum of 2 years' experience in financial services, preferably within group risk, healthcare, or pensions
• A client-focused, proactive mindset with strong communication skills
• Excellent attention to detail and high organisational ability
• Proficient in Microsoft Office; comfortable learning bespoke systems
• Professional qualifications are welcomed but not essential-we offer full support for study and development

What we offer

• Competitive salary, dependent on experience
• Full-time and part-time working options (office-based role)
• 22 days' holiday (pro-rated for part-time), plus bank holidays
• 5% employer pension contribution
• Group life assurance (death in service)
• Group critical illness insurance
• Health cash plan
• Support for exams and continued professional development
• The opportunity to be part of a growing, chartered firm with a strong reputation for client service

Ready to play a key role in our next chapter? We'd love to hear from you.

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