Employee Benefits Account Manager

Recruiter
MB Fitzgerald
Location
Croydon
Posted
12 Feb 2019
Closes
13 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
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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