Employee Benefits Account Manager
Role Overview
This role provides comprehensive administrative and coordination support to an Employee Benefits team, ensuring a consistently high standard of service delivery to clients. The position requires a proactive, organised individual who can effectively manage workloads, support advisers, and maintain strong compliance and service standards within a regulated environment.
Key Attributes
The ideal candidate will demonstrate:
* Clear and confident communication skills with a wide range of stakeholders
* A professional, collaborative and positive approach
* Strong ownership of responsibilities and attention to detail
* The ability to work effectively as part of a team and support colleagues
* Commercial awareness and an understanding of business priorities
* A willingness to build and maintain technical product knowledge
* Sound awareness of regulatory and compliance obligations
Skills & Experience
* Strong organisational and time-management capabilities
* Excellent client service and relationship management skills
* A proactive, solutions-focused mindset
* Experience or knowledge of Group Employee Benefits
* Understanding of Salary Exchange arrangements
* Knowledge of Group Pension schemes
Core Responsibilities
Adviser & Team Support
* Provide day-to-day administrative support to Employee Benefits advisers
* Manage adviser schedules and assist with workload coordination
* Obtain and manage outstanding information from clients and third parties
* Liaise with internal teams to allocate and progress work efficiently
Client & Case Administration
* Support new business and renewal activity
* Track and progress applications, providing regular updates to clients
* Process group risk renewals and new member applications
* Act as a point of contact for employer and employee queries
* Maintain accurate electronic records and data entry
Knowledge & Compliance
* Maintain up-to-date knowledge of employee benefits products, underwriting limits and policy features
* Ensure all activity is carried out in line with regulatory and compliance standards
General Duties
* Support ad hoc projects and evolving business requirements
* Maintain personal training and competence records
* Participate in team meetings and ongoing development activity
Whats On Offer
* Competitive salary and benefits package
* Employer pension contributions
* Generous annual leave entitlement
* Flexible and hybrid working arrangements
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