Duties
Provide general administrative and technical support to Senior Manager, Manager and Account Executive in the Employee Benefits team
Obtain quotes and associated information from providers, check the terms and conditions, collate and prepare accurate summaries of the data.
Maintain relationships with product providers and understand their basic propositions
Ensure accuracy and timely update of client information on all relevant systems, and provide reporting as required
Arrange meetings with existing or new clients as needed for the Senior Manager
Take an interest in the affairs of, and get to know the clients, to be aware of work currently in progress and act as a first point of contact for EB clients
Speak with clients on the telephone and develop rapport, also communicate professionally with them by email; act as a ‘trouble-shooter’ in sorting out client related problems
Undertake research and prepare drafts of technical reports in the style required by the author or as
required to meet the Firm’s standards
Ensure that all tasks are completed in a timely fashion and that workflows are up to date and processes are followed
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