We are delighted to be working with an award winning Chartered Financial Planning firm. 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 firm’s 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 You
Job 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 and 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
Employee Benefit, Healthcare and Protection Consultant, Bury St Edmunds (BW-1794)
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