Employee Benefits Account Manager

MB Fitzgerald
12 Feb 2019
13 Mar 2019
Contract Type
Full Time

MB Fitzgerald have just registered an Associate Consultant position with a terrific firm in the Croydon area.

If you're an experienced Administrator looking to take that next step into a position that offers a clear progression route into Consulting then this could be the one for you.

Key Responsibilities

  • Direct contact with clients to resolve queries, support relationship development and to ensure the timely delivery of services
  • Undertaking market review and re-broking exercises for both new and existing clients
  • Support lead consultants in managing the annual client lifecycle activities including directly undertaking the installation process for scheme renewals and transfers
  • Attendance and participation at selected client meetings
  • Overseeing and maintaining up to date scheme specifications, records and files
  • Ensuring that the company FCA requirements are fully adhered to (file maintenance, terms of business, key facts documents, claim register, file checklists).
  • Peer reviewing and ensuring own work is peer reviewed as appropriate
  • Maintaining accurate time recording and charging to clients where applicable
  • Staying abreast with applicable regulatory bodies
  • Adhering to Corporate Policies and Procedures (CCPs)
  • Reporting any suspected breaches to management/compliance department upon discovery

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