Employee Benefit, Healthcare and Protection Consultant

Job Description

We are delighted to be working with an award winning Chartered Financial Planning firm based in East England. As a result of a retirement there is now a vacancy for an experienced Health and Protection Consultant to join the Healthcare Team.There is an existing portfolio of healthcare and protection schemes to service, develop and grow.The Role

• To contribute to the success of the Healthcare team by sustaining and growing the corporate portfolio of clients
• To deliver high quality health and protection benefit advice to small and medium-sized business enterprises
• To contribute to the success of the business by raising the firms profile and making appropriate in-house referrals to generate new income
• Key focus is client work and proposition development for client accounts
• Support the Director of Employee Benefits with input into projects and ideas on Healthcare proposition development
• Ensuring their Corporate Accounts are given a professional and comprehensive service so that they remain with the firm
• Ensuring their Corporate Accounts are aware of all the services provided and generate additional areas of revenue within the account where appropriate
• Additionally, where appropriate, generate new corporate clients
• Some travel required across Suffolk, Norwich, Cambridgeshire and Essex to meet with clients

Key Responsibilities

• Develop trust in the relationships with a portfolio of clients to ensure they do not turn to the competition.
• Strengthen and develop client relationships by listening to client needs and proposing new solutions and additional services. Including referrals to the Employee Benefits team and Private Client Team.
• Liaise with the support team to ensure smooth/timely service delivery.
• Where appropriate, and through existing connections, generate new corporate clients for Healthcare Team or the wider Employee Benefits Team.
• To keep abreast of broader developments in the Employee Benefits field; legislative changes and new product developments, and to keep clients advised of any that are appropriate to their needs or circumstances
• To develop and maintain good working relationships with healthcare providers and insurers.
• To keep up to date with their competitors, direct insurer sales and other intermediaries.
• To explore ways in which membership of private healthcare and protection schemes can be extended, proactively taking the initiative with employee communications.

About YouJob Specific

• Proven track record in and specialist knowledge in Healthcare and Group Risk
• Correct level of professional qualifications and policy knowledge to fulfil the job requirements
• Experience of implementing, servicing and switching Healthcare schemes including ancillary services such as Dental, Cashplans, Travel, EAP etc.
• Making sound judgements and decisions stemming from in depth experience.
• Good presentation skills and the ability to explain concepts clearly
• Communicate clearly to clients, prospects and administration team
• Ability to Meet deadlines and annual renewal dates

Generic

• Able to deliver high levels of customer service
• Experience in sales and providing solutions based on customer needs
• Have attention to detail and accuracy
• Demonstrate fluent verbal, written and presentation skills to maintain the highest standards of clarity and accuracy.
• Team working and flexibility, to promotes the team ethos and act as a role model
• Methodical and organised working practices to meet deadlines
• IT literate, especially specific software and Microsoft products
• Problem solving and negotiation skills

Employee Benefits & Rewards

• Competitive salary
• Bonus available for growing the portfolio and generating new business
• 5% Pension Contribution
• Subsidised Healthcare
• Life Cover
• Income Protection
• Cashplan
• Employee Assistance Programme
• 25 days holiday + Christmas to New Year shut down + 1 day for Birthday + 1 day for Volunteering (subject to line manager approval)
• Professional Subscriptions, Exams and Study Resources paid for
• Cycle to Work Scheme
• Electric Vehicle Scheme

Keyskills :
HealthHealth CareHealth InsurancePension SchemesGroup Life