Employee Benefits Consultant - Group Risk

WTW; Knutsford; On-site; GBP 35,000 - 50,000; Full time

Job summary

Join WTW as an Account Manager, where you will manage client portfolios and ensure satisfaction while maximizing product sales. This role requires strong interpersonal skills and experience in the risk insurance sector, offering a pathway for career growth within a diverse and inclusive environment.

Qualifications

• Experience and success in a similar role.
• Proficiency in IT software packages.
• Strong decision-making abilities and commercial awareness.

Responsibilities

• Manage existing client portfolios and handle new inquiries.
• Conduct pre-renewal and renewal calls with clients.
• Generate sales leads and establish relationships with insurers.

Skills

Interpersonal skills

Research

Analysis

Presentation

Time management

Organizational skills

Education

Experience in risk insurance industry

Tools

Microsoft Dynamics CRM

Job description

This is an exciting opportunity for a competent account manager to join an existing team. The Enterprise team deals with prospects and clients, managing their employee risk benefit policies via telephone, with some interactions via Microsoft Teams or face-to-face meetings.

This role offers a potential career path within WTW for aspirational candidates.

The Role

The Client Management team handles prospects and clients, managing their employee risk benefit policies primarily over the phone and occasionally face-to-face. The account manager's responsibilities include maintaining an existing client portfolio, handling new business inquiries, and actively seeking growth opportunities through selling new products to existing and new clients. The goal is to minimize lapses, ensure client satisfaction for renewals, and maximize product sales to meet the annual business plan.

As a Group Risk Consultant, your duties will include:

1. Conducting monthly pre-renewal, renewal, and mid-term calls with clients to secure contract renewals.
2. Issuing market reviews for contracts undergoing rate reviews and providing appropriate advice based on client needs and regulatory requirements.
3. Identifying key decision-makers within each client and maintaining regular contact.
4. Understanding compliance and regulatory requirements such as FCA, FOS, DPA, and TCF, especially concerning sales and client service processes.
5. Generating sales leads proactively.
6. Assessing the best products and services for clients, ensuring advice is compliant and high standards of service are maintained.
7. Using client contacts to gather data, identify business development opportunities, and increase income from each client.
8. Establishing and maintaining relationships with insurers and providers.
9. Staying updated on market developments and legislative changes.
10. Completing data entry accurately in the Microsoft Dynamics CRM system.

The Requirements

• Previous experience and success in a similar role; knowledge of the risk insurance industry is advantageous.
• Flexibility and adaptability to handle various tasks.
• Excellent interpersonal skills.
• Ability to work independently and proactively.
• Capability to work under pressure and meet deadlines.
• Strong research, analysis, and presentation skills.
• Target-driven, tenacious, with a proven track record.
• Motivated and enthusiastic.
• High standards of work and presentation.
• Effective written and oral communication skills.
• Proficiency in IT software packages.
• Trustworthiness and confidentiality.
• Understanding customer needs and effectively selling WTW's products and services.
• Excellent time management and organizational skills.
• Attention to detail, literacy, and numeracy skills.
• Decision-making abilities.
• Adaptability to changing situations.
• Teamwork ethic.
• Commercial awareness.

The Equal Opportunity Employer

At WTW, we value diversity and inclusion. We are committed to creating a welcoming environment where all colleagues feel valued and empowered to bring their whole selves to work. We embrace diversity in all its forms.