Employee Benefits Account Manager

Employee Benefits Account Manager

Role Overview

This role provides comprehensive administrative and coordination support to an Employee Benefits team, ensuring a consistently high standard of service delivery to clients. The position requires a proactive, organised individual who can effectively manage workloads, support advisers, and maintain strong compliance and service standards within a regulated environment.

Key Attributes

The ideal candidate will demonstrate:

• Clear and confident communication skills with a wide range of stakeholders

• A professional, collaborative and positive approach

• Strong ownership of responsibilities and attention to detail

• The ability to work effectively as part of a team and support colleagues

• Commercial awareness and an understanding of business priorities

• A willingness to build and maintain technical product knowledge

• Sound awareness of regulatory and compliance obligations

Skills & Experience

• Strong organisational and time-management capabilities

• Excellent client service and relationship management skills

• A proactive, solutions-focused mindset

• Experience or knowledge of Group Employee Benefits

• Understanding of Salary Exchange arrangements

• Knowledge of Group Pension schemes

Core Responsibilities

Adviser & Team Support

• Provide day-to-day administrative support to Employee Benefits advisers

• Manage adviser schedules and assist with workload coordination

• Obtain and manage outstanding information from clients and third parties

• Liaise with internal teams to allocate and progress work efficiently

Client & Case Administration

• Support new business and renewal activity

• Track and progress applications, providing regular updates to clients

• Process group risk renewals and new member applications

• Act as a point of contact for employer and employee queries

• Maintain accurate electronic records and data entry

Knowledge & Compliance

• Maintain up-to-date knowledge of employee benefits products, underwriting limits and policy features

• Ensure all activity is carried out in line with regulatory and compliance standards

General Duties

• Support ad hoc projects and evolving business requirements

• Maintain personal training and competence records

• Participate in team meetings and ongoing development activity

Whats On Offer

• Competitive salary and benefits package

• Employer pension contributions

• Generous annual leave entitlement

• Flexible and hybrid working arrangements