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Associate Consultant

Posted 6 March by IDEX Consulting Ltd Easy Apply Ended

My Client is currently looking for an experienced Employee Benefits Associate Consultant to join their team in Manchester.

The successful candidate will provide a professional service to clients covering all aspects of their group scheme arrangements. This includes all aspects of renewals and new business.

  • Responsible for ensuring all renewals are processed in a timely manner and co-ordinate between the Consultant and administration team
  • Work with the Administrator to assess the requirements for each re-broke and check the re-broke specifications for existing and new business
  • Visit clients with the Consultant, as and when required
  • Write to the client to obtain data for renewal process
  • Once the Administrator receives terms from the market, compile and check quotations and discuss the recommendation with the Consultant
  • Prepare the reports for renewals and new business clients for Consultant to check and sign off and issue to client
  • Confirm renewal instruction to the chosen provider and advise Administrator
  • Support the Consultant with the preparation of governance reports, if required
  • Support Consultant in compiling the compliance files
  • Save all information to Advisor Office in line with procedures
  • Visit clients with the Consultant, as and when required
  • Deal with clients and employee queries when required
  • Support the Consultant in building the client relationship
  • Building productive relationships with clients

For more information please contact Graeme Hyland.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Employee Benefits
  • Associate Consultant

Reference: 34620308

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