Employee Benefit Assistant

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

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The Portfolio Group are acting on behalf of our client in recruiting for this position.