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Global Benefits Management - Principal Consultant
Ardonagh AdvisoryUK7 days ago
Job type
- Full-time
Job descriptionDisplays a detailed awareness of wider global employee benefits and their application within a benefits programme Ability to articulate the difference between business risk and people risk, and signpost solutions as necessary Proactively manages a client portfolio against targets for all activities. Ensure that revenue generated is appropriate against time spent Takes ownership for any issues that might occur Takes responsibility and accountability for all complex client work including global benefits design, renewal, recommendation and placement (GBM clients classed as non-advised sales) Expert in presenting global employee benefits concepts to board level client contacts in a face-to-face environment Ensures that all policy administration is done in a timely and satisfactory manner Takes ownership of proactive client contact strategy throughout the year Takes a client-centric approach, developing long term relationships with clients and providers, serves as day-to-day client contact. Leads on collaboration with other TEB departments, delivering solutions to both people and business risks Maintains high levels of client satisfaction Works in partnership with providers and in-country partners to create best client outcomes Negotiates with providers on behalf of clients to ensure terms meet with clients' objectives Guides colleagues on pricing methodology based on industry knowledge Proactively explores opportunities to expand income from existing clients Wins new business through various referral channels Ability to respond to complex tender proposals Creates and executes growth of a new business pipeline Generates referrals to other TEB business lines from portfolio and prospects Generates referrals to other Advisory business lines from portfolio and prospects Actively uses CRM system to manage pipeline Leads / is involved with other colleague prospective clients, where further support is required Drives innovative suggestions to develop intellectual capital, improve operating efficiencies and enhance service delivery Operates as a resource for problem solving challenges and complexities within the team Ensures compliance and business standards KPI scores remain at appropriate levels Transparent and timely reporting of renewal income and new business figures Effective and efficient use of company systems Maintains strong technical knowledge through appropriate CPD and work-related training Operates as a peer reviewer for other work within the team At all times, abides by the principle and letter of FCA Principle 12 in delivering the Group’s commitment to Consumer Duty Acts as a role model and coaches others (both formally and informally) Demonstrates experience by supporting colleagues in complex scenarios, displaying a high level of technical competency Supports management in the training and development of colleagues Reinforces business messaging and acts as a positive influence on others around them Experience within Financial Services / General Insurance market is essential Broad understanding of the employee benefits market, global knowledge is preferred Experience in relationship building with Insurers / Providers, Client management and service delivery. Project management skills is essential Experience of working in a changing market Minimum of Cert CII or willingness to study towards qualification A proven ability to manage a portfolio of complex clients and all aspects of their policy management Strong numeracy and literacy skills Advanced presentation, verbal and written communication skills Confident, personable communication skills Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners Well organised and able to respond well under pressure and meeting deadlines Work well as part of a team and leads discussions and ideas amongst peers Cope well with change, internally within the business and externally within the market Participates in initiatives to develop propositions and collateral and enhance efficiencies Efficient and Reliable, ability to lead others in manager’s absence Full, clean driving licence Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Ardonagh family Pensions scheme for when you feel it’s time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our group
Purpose of the Role :
- Successfully manage a portfolio of existing clients, achieving high retention rates by delivering excellent service and strong advice.
- Develop the existing client portfolio by upselling additional service lines to existing Towergate Employee Benefits clients and cross selling to Advisory Insurance Brokers.
- Nurture and convert new business leads from various sources.
- Support the development of team members and support the manager in various tasks
- Work professionally and collaboratively building relationships with consulting, client services and central services.
Key Role Accountabilities
Business awareness :
Delivering to clients :
Provider Management :
Business Development :
Innovation / Creativity :
Business standards :
People Development :
What we are looking for in a Global Benefits Programme Coordinator :
Qualifications & Experience :
Person Specification :
The role holder will have the following profile :
In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are :
We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future.
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Global Benefits Management - Principal Consultant • UK