Employee Benefits Consultant - Group Risk

WTW; Knutsford; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a leading company in the risk insurance sector as an Account Manager, where you'll manage client relationships, drive sales opportunities, and ensure client satisfaction. This role offers a unique chance for professional growth in a dynamic environment, supported by a team dedicated to client success.

Qualifications

• Proven experience in a similar account management role.
• Knowledge of the risk insurance industry is advantageous.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Manage client portfolios and handle new business inquiries.
• Conduct regular client calls for contract renewals.
• Generate sales leads and recommend suitable products.

Skills

Interpersonal Skills

Research Skills

Analytical Skills

Presentation Skills

Sales Ability

Time Management

Organizational Skills

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 and manages their employees' risk benefit policies via telephone, typically working with clients with smaller policies or without face-to-face meetings.

For the aspirational candidate, this opportunity can be a springboard to a broad career path within WTW.

The Role

The Client Management team handles prospects and clients, managing their employee risk benefit policies via telephone, Microsoft Teams, and occasionally face-to-face meetings. The account manager's responsibilities include maintaining an existing client portfolio, handling new business inquiries, actively seeking new business opportunities, and selling additional products to existing and new clients. The goal is to minimize policy 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:

• Conducting monthly pre-renewal, renewal, and mid-term calls with clients to secure contract renewals.
• Issuing market reviews for contracts undergoing rate reviews, providing recommendations based on client needs to ensure compliance and best advice.
• Identifying key decision-makers within each client and maintaining regular contact.
• Understanding and adhering to all compliance and regulatory requirements, including complaints processes, FCA, FOS, DPA, and TCF.
• Generating sales leads proactively.
• Assessing and recommending suitable products and services to meet client requirements, maintaining high service standards.
• Using client interactions to gather data, identify opportunities for business development, and increase income from each client.
• Establishing and maintaining good relationships with insurers and providers.
• Staying informed on market developments and legislative changes.
• Completing data entry accurately in the Microsoft Dynamics CRM system.

Requirements

• Proven experience in a similar role, with knowledge of the risk insurance industry being advantageous.
• Flexibility and adaptability to manage various tasks.
• Excellent interpersonal skills and the ability to work independently.
• Ability to work under pressure and meet deadlines.
• Strong research, analytical, and presentation skills.
• Target-driven, tenacious, and achievement-oriented.
• Motivated, enthusiastic, and professional in appearance and communication.
• Proficient in IT software packages.
• Trustworthy with confidential information.
• Customer-focused with sales ability.
• Excellent time management and organizational skills.
• High literacy and numeracy levels with attention to detail.
• Decision-making skills and adaptability to change.
• Team-oriented with commercial awareness.

The Equal Opportunity Employer

At WTW, we value diversity and are committed to creating an inclusive environment. We provide accommodations during the application and employment process. For assistance, contact [e-mail].