Location
Manchester
Salary Competitive TypePermanent WorkplaceOn-Site Ref83732
Recruiter Managing This Role
Employee Benefits Client Adviser
Manchester
Up to £30,000
An exciting opportunity has opened up with one of our Independent UK Insurance Brokerages as they grow their Employee Benefits division & expand their advisor team.
The main purpose of this role is to provide a quality service to clients across renewal & new business insurance arrangements, arranging, advising and securing appropriate cover for clients demands & needs.
Key Accountabilities & General responsibilities
Maintaining relationship, interaction and liaising with client on day-to-day basis
Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Processing MTAs and administration
Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures.
New Business
Arranging appointment to existing schemes with all insurers following clients instruction
Invoicing
Policy wordings checking correct and suitable for client demands, needs and cover requirements
Renewal Business
Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
Production of initial draft Broking presentation for Broker.
Pipeline register completion
Liaising with Employee Benefits Consultant / Broker on broking strategy to be employed
Obtaining terms from holding insurers
Renewal Report production
Invoicing
Policy wordings ensuring correct and suitable for client demands, needs and cover requirements
Benefits:
23 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP
If you are interested in the opportunity and believe you have the right experience based on the above, contact Grace at Heat Recruitment.
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