Group Risk Co-ordinator/Trainee Account Executive
UCA Consulting
2d ago

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.

Main Responsibilities

  • 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)
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