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Employee Benefits Account Manager

NFP

Birmingham

Hybrid

GBP 80,000 - 100,000

Full time

30+ days ago

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An established industry player is seeking a proactive Employee Benefits Account Manager to join their dynamic team. This role involves liaising with various stakeholders, conducting thorough client research, and ensuring high service levels are maintained. The ideal candidate will possess excellent communication skills and a keen eye for detail, enabling them to manage client expectations effectively. With a hybrid working model, this position offers flexibility while contributing to the growth of a diverse portfolio. If you're passionate about client service and looking to make a meaningful impact, this opportunity is perfect for you.

Strong communication skills, both verbal and written, are essential.
Ability to work efficiently while maintaining attention to detail.

Respond to client inquiries promptly and manage renewals effectively.
Support onboarding of new clients and ensure service levels are met.
Maintain accurate client information and generate market intelligence.

Verbal Communication

Written Communication

Listening Skills

Problem Solving

Attention to Detail

Time Management

Organizational Skills

BA or BS degree

Equivalent experience

We are recruiting for anEmployee Benefits Account Manager, to join our busy team in either Bromsgrove or Birmingham. You will be responsible for liaising with product providers, human resources and other third parties, as well as conducting client research consisting of in-depth analysis of many different types of financial contracts.

Overview of duties:

Responding promptly to client enquiries, in line with agreed levels of service, regarding their existing arrangements, renewals and any changes in circumstances, including scheduling of renewals and re-enrolment dates.
Supporting Consultants to onboard new clients ensuring the benefit package meets the clients needs and all reports/market analysis/account manager process guides/summary of benefits are produced within agreed time frames
Working in conjunction with the relevant Consultant ensuring that client expectations are exceeded in terms of the service levels and information provided
Generating market intelligence and key information regarding potential new opportunities to develop clients and increase the NFP portfolio ensuring this information is promptly recorded and passed onto the relevant person.
Keeping the back-office system up to date with client information and provider contacts to ensure that high levels of customer service are delivered. Ensuring that all commission/fee expectation information is recorded correctly and in line with the NFP minimum standards.
Attending client meetings/conference calls both with Consultants and individually as appropriate.
Producing detailed policy summaries, recommendation reports and portfolio valuations for client review meetings ensuring appropriate sign off has been obtained and clients receive the most up to date and relevant information and guidance.
Keeping up to date with professional development, including working towards the relevant qualifications and recording this in the correct manner.

Person specification:

Knowledge, skills and abilities:

Ability to articulate clearly either verbally or in written communication, as well as possessing excellent listening skills.
Capable of problem solving and coming up with new ideas.
Ability to work at a fast pace, yet still possessing excellent attention to detail skills.
Excellent organiser – including time management and prioritisation.

Education and experience: