We are seeking a talented individual to join our Consulting Delivery team in Bristol at MercerMarsh Benefits. This is a hybrid role that requires working at least three days a week in the office.
This challenging and rewarding role involves various responsibilities, primarily focusing on providing first-class service to beneficiaries and clients experiencing bereavement, and supporting claims processing within a master trust setting.
You will be responsible for ensuring the onboarding of clients to the master trust, processing this promptly while maintaining excellent customer service for clients and consultants alike.
The key aspect of this role is to gather information about potential beneficiaries to inform trustees' decisions regarding death benefits. This involves written and verbal communication, with full training provided on handling sensitive conversations with empathy towards the bereaved.
We will count on you to:
* Communicate effectively with clients, colleagues, trustees, and providers, including drafting professional correspondence.
* Adhere to MercerMarsh Benefits processes and maintain accurate records in our systems to meet targets.
* Take ownership of your tasks and proactively manage your workload to ensure timely completion.
* Collaborate with internal and external stakeholders to deliver excellent service.
* Handle client and member queries (verbal and written) in line with service level agreements, ensuring quality through a right-first-time approach.
What you need to have:
* Knowledge and experience of master trusts/corporate trusts.
* A proven track record of delivering first-rate customer service.
* Understanding of group risk/trust benefits.
* Strong organizational skills to manage a diverse portfolio of clients and stakeholders.
* Excellent verbal communication skills, with experience in call handling.
What makes you stand out:
* Ability to work within an established, high-performing team.
* Great timekeeping skills and a strong work ethic.
* Commitment to continuous improvement and developing technical and market knowledge.
* Experience in managing client relationships to support retention and growth.
Why join our team:
* We support your development through professional opportunities, engaging work, and supportive leadership.
* We foster an inclusive culture where talented colleagues create innovative solutions and make an impact for colleagues, clients, and communities.
* Our scale offers diverse career opportunities, benefits, and rewards to enhance your well-being.
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