Employee Benefits Consultant

Towergate Insurance Limited
14 Apr 2018
17 May 2018
Contract Type
Full Time

Person Specification

  • Excellent communication and interpersonal skills.
  • Organisational, time management and self-management skills.
  • Excellent telephone and face to face communication skills
  • Excellent product knowledge
  • Possessing a good educational background with good IT literacy and navigational skills
  • Flexible attitude, good team player and a highly developed sense of personal initiative.

Role Specific Responsibilities

  • Managing a portfolio of business with responsibility for overall retention and growth of the account to a set of defined KPI’s
  • Maintaining a strong contact strategy with your portfolio to cover face to face and regular phone contact
  • Cross selling into existing portfolio including referrals for additional new business to hit a defined set of targets
  • Generating Group Risk referrals into our specialist team to agreed target levels
  • Being fully compliant at all times
  • Ensuring all paperwork (eg Fact finds) are completed accurately and in a timely manner
  • Working closely with portfolio to ensure client has best policy to meet their needs and value for money with no loss of cover.
  • Maintain the Client Management Database with accurate client data and considering any Data Protection issues
  • Ensuring task lists are up to date and complete, requesting assistance where required
  • Responding to all correspondence/phone calls to an agreed set of SLA’s and with a professional manner
  • Demonstrate a full understanding of the sales process and apply this across all sales transactions
  • Consider all underwriting, regulatory and insurer requirements in all transactions
  • Monthly and Annual targets are achieved
  • Answering the telephone and managing queries, filtering to the appropriate personnel where necessary
  • Gain wider product knowledge where required

Other Responsibilities

  • Assist other colleagues during quiet periods of administration activities
  • Assist in maintaining the image, ethos and style of the Chase Templeton’s Group of Business.
  • To work with colleagues in such a way that every employee feels included and valued
  • Assist in maintaining the external relationships with insurance companies
  • Adherence to and complete awareness of the guidelines of the company staff handbook
  • Maintain own self-development and where possible, attend training arranged and identify self-development needs.
  • Responsibility for own and awareness of, Health and Safety requirements and reporting any issues to your line manager.
  • Any other duties as requested from time to time by the management team and/or Director
  • Responsibility for own personal development in line with the agreed annual performance objectives.
  • Up to date market/insurer knowledge
  • Up to date product knowledge across the whole market
  • Up to date regulatory knowledge
  • Ability to use a Microsoft Office

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