Employee Benefit Assistant
London - Hybrid £45kc
The Portfolio Group is delighted to be partnering with our client in looking to find an Employee Benefit Assistant. You will provide quality and efficient support in the administrative, technical and client servicing areas. To assist the Employee Benefits team members in managing relationships with, and the services delivered to, their clients.
A great opportunity for someone who would love a role that offers the potential for development over time through a career path towards an advisory or other more senior role.
What You'll Be Doing
Provide general administrative and technical support to the Employee Benefits team
Obtain quotes and associated information from providers, check the terms and conditions, collate and prepare accurate summaries of the data. Keep providers updated with relevant client changes
Maintain relationships with product providers and understand their propositions. Ability and tenacity to seek the answers or outcome needed if responses are incomplete or delayed
Understand and utilise internal systems. Ensure accuracy and timely updates of client information on all relevant systems, and provide reporting as required
Arrange meetings with existing and new clients as needed
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 our clients
Speak with clients on video calls and develop rapport; communicate professionally with them by email; act as a 'trouble-shooter' in sorting out client related problems
Ensure that client records are kept up to date and that the electronic filing of documentation and emails is carried out on a regular basis
Contribute to and take an active part in project work within the team and provide input as and when required to help to constantly improve processes and the service provided
What We're Looking For
Minimum of 3 A Levels or equivalent
GCSE (x5) including English and Maths at grade B (level 6) or equivalent
Degree qualification or similar
Ability to provide product quotes/other paperwork, research, draft client letters, process client business, liaise with clients and product providers as required
Good knowledge of MS Office applications
Strong organisational skills, excellent communication skills, ability to deal with people at all levels
Team player, works well under pressure, proactive, quick learner, flexible, approachable
Strong initiative for managing own progression and developing through the available career path
Enthusiastic manner with a desire to learn quickly through 'on the job' experience and by seeking information from team members, providers and through self-study.
Experience of working in an employee benefits consultancy or insurance company dealing with employee benefits
Experience with one or more of the following: employer pensions, group risk insurance, private medical insurance and other employee benefits products
If this sounds like you, please do apply and we will be in touch if you meet the criteria
51305EE
INDHRR
The Portfolio Group are acting on behalf of our client in recruiting for this position
