Our Client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional ‘Client Relationship Manager’ to form part of their incredibly busy and successful Employee Benefits Team. This is a remote based working role however the Manchester office is open so for those who are local and would like some office working then the option is there!
As a CRM you will provide administrative support to a team of consultants, maintaining a portfolio of Employee Benefits for their clients. These benefits include; Group Personal Pension (GPP), Group Life Insurance (GLA), Critical Illness (CIC) Group Income Protection (GIP), Private Medical Insurance (PMI), Health Cash plans (HCP), Dental and Travel insurances.
Daily duties will be varied including;
” You will be required to contact clients, manage and administrate a portfolio of Employee Benefits while providing continued support to the consultants.
” work closely with the consultants to support and ensure clients’ needs are met, this may include attending client meetings with the consultant(s)
” maintain strong relationships with clients
” manage all aspects of client affairs in a prompt and efficient manner
” plan, organise and prioritise workload to maintain agreed service standards
” develop and maintain good working relations with internal and external contacts
To apply for and be successful Candidates should offer;
” 2+ years’ experience in an employee benefits related role
” have strong numeracy, literacy, and IT skills
” experience in pension administration, risk benefits and healthcare benefits
” ability to communicate clearly and precisely, both verbally and in writing
” be proactive, able to work on own initiative but also closely with team members
” have a positive attitude and the ability to work well under pressure while maintaining attention to detail
NJR 13250
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