Employee Benefits Consultant

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