Our client is a national firm of financial advisers, looking to recruit Group Risk Co-ordinator / Trainee Account Executive .
They intend to further develop the group risk & healthcare area of the business by providing support to Partners from a centralised team.
The proposition allows Partners to utilise the team to manage existing group risk & healthcare schemes as well support the development of new opportunities.
The role is to support Partners, the GR&H Manager and Senior Account Executives to manage an existing portfolio of group risk & healthcare clients.
The role holder will also be required to provide support to other team members to manage the schemes for a number of certain key clients.
The role holder will need to be highly numerate, personable, very conscientious and extremely thorough. Most important is a strong desire to do an excellent job, to get things right first time and to have a naturally excellent customer services ethic.
Support in management of a portfolio of group risk schemes for a range of corporate clients, which will include the preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review / renewal reports.
Support other team members with the management of certain key clients.
Answering and dealing with inbound calls from clients, employees and benefit providers.
Be responsible for the administration of the benefits for a range of clients, which would include :
Review of accounts issued by insurers
Management of underwriting
Internal business submission
To participate in appropriate company and departmental training, competence and development initiatives, including any internal licensing requirement.
To continuously meet the regulator’s Fit & Proper requirements.
Contribute positively as required to the broader group risk & healthcare team and FD initiatives.
Candidate Requirements :
Key Skills and Personal Attributes
Strong desire to do an excellent job, to get things right first time and to have a naturally excellent customer services ethic.
Keen to progress and develop role, with a desire to grow personally and learn new skills.
A positive, friendly service-orientated person with a can do attitude who is aware of the important role played by advisers and their staff in providing financial advice.
An articulate communicator.
Honesty, integrity and ability to maintain confidentiality.
Hard working and responsive to the need to deliver a high quality support service.
Attention to detail and high standards of work.
Previous experience within Insurer, Employee Benefit Consultancy or IFA environment.
High attention to detail and follow through.
Good knowledge of Microsoft Excel, Word and Outlook.
Excellent telephone manner.
Commitment to pass basic financial industry exam within 3 months of employment (internal exam)