Account broker

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Account Broker- Employee Benefits- Leicester- Hybrid
Our Employee Benefits team works with businesses of all sizes to design and implement employee benefits that genuinely support their people. We provide a range of solutions, including:
Private Medical Insurance
Group Income Protection
Death-in-Service / Group Life cover
Health Cash Plans
Health and wellbeing support
We also advise on Business Protection, helping safeguard companies if key individuals are unable to work.
Our team combines technical expertise with a client-focused approach, ensuring businesses can strengthen their employee offering, enhance engagement, and stand out in a competitive market. We pride ourselves on delivering excellent service, providing clear guidance to employees, and supporting clients throughout the year.
This is a varied and client-focused role within the Employee Benefits team, combining administrative support with the opportunity to manage and develop your own portfolio of SME clients. You will play a key part in ensuring the smooth day-to-day running of client accounts, supporting colleagues across the team while also taking ownership of your own clients.
The role offers exposure to a broad range of employee benefits products, including Private Medical Insurance, Health Cash Plans, Dental Cover and Group Risk. You will be involved in the full client lifecycle, from onboarding and policy administration through to renewals and ongoing servicing, ensuring clients receive a high standard of support and advice at all times.
Key Responsibilities:
Team Support & Administration
Provide comprehensive administrative support to the wider Employee Benefits team
Manage client policy administration, including processing membership changes and updates
Maintain accurate and up-to-date records on Acturis
Assist with preparing documentation and reports for client reviews and renewals
Support colleagues with ad hoc tasks to ensure efficient team operations
Client Servicing
Manage a small portfolio of SME clients, acting as a key point of contact
Respond promptly and professionally to client queries and requests
Provide clear guidance on cover, including Private Medical Insurance, Health Cash Plans, Dental Cover and Group Risk benefits
Support clients with claims queries and general policy servicing throughout the year
Build and maintain strong, positive client relationships
Renewals & Market Review
Take ownership of the renewal process for assigned clients
Conduct market reviews to ensure competitive and suitable recommendations
Obtain and analyse insurer quotations for both renewals and new business opportunities
Present findings clearly to internal stakeholders and support client communications
Assist in identifying opportunities to enhance or expand client benefit packages
Key Performance Indicators (KPIs)
Client Service: Timely responses, high client satisfaction, strong relationship management
Renewals & Retention: Achievement of renewal retention targets and completion of renewals on schedule
Accuracy & Efficiency: Correct processing of policies, membership changes, and Acturis records
Market & Business Development : Completion of market reviews and contribution to new business opportunities
Team Contribution: Effective collaboration and support within the Employee Benefits team
Essential:
Experience within Employee Benefits, insurance, or a similar environment
Strong communication and interpersonal skills
Organised and detail-oriented with the ability to manage multiple tasks
Experience handling client queries and servicing policies
Desirable:
Knowledge of Acturis or other benefits administration systems
Experience with Private Medical Insurance, Health Cash Plans, Dental Cover, or Group Risk
Broking or client advisory experience in SME markets

TPBN1_UKTJ
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Location:
Leicester
Salary:
£45,000
Job Type:
FullTime
Category:
Banking

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