Overview
Join to apply for the Employee Benefits Client Manager role at Everywhen. This is a remote role, responsible for managing, retaining and developing a portfolio of clients, typically managed through virtual and face-to-face account management.
What you will do as an Employee Benefits Client Manager
* Successfully manage a portfolio of existing clients, achieving high retention rates by delivering excellent service and strong advice.
* Develop the existing client portfolio by upselling additional service lines to existing Towergate Employee Benefits clients and cross selling to Advisory Insurance Brokers.
* Nurture and convert new business leads from various sources.
* Work professionally and collaboratively building relationships with consulting, client services and central services.
* Proactively manages a client portfolio against targets for all activities.
* Takes responsibility and accountability for all field-based client work including benefits design, renewal, recommendation and placement.
* Ensure that revenue generated is appropriate against time spent and workload.
* Ensure that all policy administration is done in a timely and satisfactory manner.
* Take ownership of proactive client contact strategy throughout the year.
* Take a client-centric approach, developing long term relationships with clients and providers, serves as day-to-day client contact.
* Works in collaboration with other TEB departments, delivering solutions to both people and business risks.
What we are looking for in our Employee Benefits Client Managers
* A strong understanding of employee benefits and their operation
* Experience in a broking or advisory environment
* Experience and a proven ability to manage a portfolio of clients and all aspects of their policy management
* Experience in successfully converting new business opportunities or willingness and desire to learn the necessary skills
* Proficiency in using Microsoft Office programmes
* IF7 & GR1 qualified (and working towards Cert CII)
* Specific Pensions qualification
* Effective presentation, verbal and written communication skills
* Full, clean driving licence
In return you will be welcomed and supported with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing.
So, what are you waiting for? Apply today and one of our team will be in touch.
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Sales and Business Development
Industries
* Insurance
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