The purpose of this role is to support the service delivery of client accounts across the People Solutions practice. Responsible for supporting Consultants in providing client services for an assigned book of business. Duties will include administration & coordination.
Key Tasks & Duties
* Working alongside the Consultant, ensuring that our customer's day-to-day operational requirements are met.
* Preparation of client deliverables and materials, including but not limited to periodic status reports and financial & technical summaries.
* Manage and organise day to day requests to support quicker resolution, decision making, and accurate execution. This includes performing quality control checks on various customer facing reports, identifying actions and providing support as necessary to the consultant.
* Participate in routine business meetings with internal teams and clients. Identify critical action points, stakeholders, and ensure follow through to maintain an excellent level of customer service.
* Assist Consultants in tracking project progress and timelines, maintaining client files, populating and maintaining activity/issues trackers.
* Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.
* Meet all regulatory requirements
Skills & Knowledge
* Experience of within the Group Protection Industry – broker or insurer background
* Proactive and enthusiasm to learn wider benefit consultancy, for healthcare and protection schemes
* Proven experience in working to deadlines
* Track record of accuracy and attention to detail
* Ability to adapt under pressure and problem solve
* Ability to support, add value and provide high quality outputs
* Robust comprehension and calculation skills
* Strong MSOffice skills, including Excel and PowerPoint
* Impeccable attention to detail
* Strong organisation and prioritisation skills
* Fast learner, with the ability to pick-up new processes, skills and knowledge
* Strong team working and individual intuition
* Personable and professional with internal and external parties