Employee Benefits Portfolio Manager

David Roberts & Partners (Insurance Brokers) Ltd; Stockport; Presencial; GBP 26.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary annual bonus linked toKP

25 days holiday + 1 birthday leave

Company Pension Scheme

Company Social Events

Life Cover

Income Protection

Medicash Cash Plan

Cycle to Work Scheme

Descripción de la vacante

David Roberts and Partners is seeking an experienced Employee Benefits Account Handler in Stockport to manage and develop an existing portfolio of clients, including administration support for policy and claims queries. The role emphasizes obtaining accurate client data, maintaining compliant processes, and delivering excellent service across private medical and group risk products.

You will build strong relationships with clients and insurers, contribute to revenue growth, and collaborate with

Formación

• Experience of working within the Employee Benefits industry encompassing all products with focus on Private Medical Insurance (including associated benefits).
• Group Risk experience desirable but not essential.
• Experience in client service industry.
• Be Cert CII qualified or agreeable to becoming qualified.

Responsabilidades

• Developing a clear understanding of customers’ requirements
• Collate, analyse and present market quotations in line with clients’ requirements
• Identify cross-sell opportunities within your market and for the wider group
• Deal with client queries (verbal and written) in line with service level agreements and liaise with insurers where necessary to deliver on this
• Monitor insurers’ performance and challenge them to resolve issues
• Ownership of delivery of tasks and proactively managing your workload
• Contribute to accurate budgeting, forecasting, and revenue tracking for the client portfolio

Conocimientos

Employee Benefits

Client service

Attention to detail

Communication

Team player

Time management

Educación

Cert CII qualified

Descripción del empleo

David Roberts and Partners is seeking an experienced Employee Benefits Account Handler in Stockport to manage and develop an existing portfolio of clients, including administration support for policy and claims queries. The role emphasizes obtaining accurate client data, maintaining compliant processes, and delivering excellent service across private medical and group risk products.

You will build strong relationships with clients and insurers, contribute to revenue growth, and collaborate with