Employee Benefits Consultant Harrogate

Unity Resourcing; Harrogate; On-site; GBP 34,000 - 40,000; Full time

Job summary

A growing consultancy firm in Harrogate is seeking an Employee Benefits Consultant to manage a portfolio of clients and drive new business. This role involves client relationship management, ensuring exceptional service delivery, and contributing to the firm's growth. Candidates should have a background in employee benefits or insurance and possess strong organizational and communication skills. The position offers a salary up to £40,000, along with performance-related bonuses and comprehensive benefits.

Benefits

Pension

Life assurance

Private healthcare

25 days holiday

Training and professional development support

Collaborative working environment

Responsibilities

• Act as deputy Client Relationship Manager on larger accounts.
• Manage a portfolio of smaller clients ensuring exceptional service delivery.
• Work with the Client Support team on scheme renewals and key client events.
• Develop opportunities for organic growth within the client base.
• Participate in new business activities and pitch services.
• Maintain CPD requirements for FCA authorisation.
• Update pensions knowledge to address technical client queries.
• Contribute content for the quarterly newsletter.
• Attend networking events to build relationships.

Skills

Client-focused approach

Organisational skills

Communication skills

Detail-oriented

Business development

Job description

Employee Benefits Consultant

We are excited to offer a newly created role for an Employee Benefits Consultant to join our clients growing team in Harrogate. Youll take ownership of a portfolio of established clients and play a key role in developing new business opportunities.

This is an excellent opportunity for someone with experience in employee benefits administration consultancy or insurance broking who is looking to build their expertise and progress within a supportive forward-thinking business.

Responsibilities

• Acting as deputy Client Relationship Manager on several larger accounts supporting the Managing Director.
• Taking the lead CRM role on a portfolio of smaller clients ensuring exceptional service delivery in line with client needs and agreed terms.
• Working closely with the Client Support team to manage scheme renewals annual reporting and key client events.
• Developing opportunities for organic growth within your client base.
• Playing an active role in new business activity following up leads attending meetings and pitching services as part of the Sales & Marketing team.
• Maintaining CPD requirements for FCA authorisation (group risk and healthcare).
• Building and updating pensions knowledge to confidently answer technical client queries including workplace pension operations and auto enrolment duties.
• Contributing content for the quarterly newsletter and supporting wider communications.
• Attending networking events conferences and partner functions to strengthen relationships and build new ones.

Candidate Requirements

• Experience within employee benefits insurance broking or financial services support / consultancy.
• A proactive client-focused approach and confidence in building relationships.
• Strong organisational skills and an eye for detail.
• Someone comfortable managing multiple responsibilities and deadlines.
• A good communicator who enjoys both client work and business development.

Salary and Benefits

• Salary up to 40000 plus performance-related bonus
• Pension life assurance and private healthcare
• 25 days holiday bank holidays
• Full support with training and professional development
• A friendly collaborative working environment
• The chance to work with an established book of clients from day one while still having opportunities to shape and grow your own portfolio.

Professional qualifications are encouraged and fully supported; the company cover membership fees for relevant bodies as well as exam costs.

This is an office-based role requiring regular attendance at the Harrogate office so you should be within a reasonable daily commute. Occasional travel to client sites and networking events is required so must have a driving licence.

Interested Please send your CV to Louise at Unity Resourcing.