Account Manager

📋 Description

• • Manage a portfolio of UK SME clients from an account management perspective, ensuring high-quality service and strong client relationships within the employee benefits space.
• • Provide day-to-day support for client accounts covering pensions, group risk, and group healthcare benefits, working closely with consultants to deliver seamless service.
• • Serve as the primary point of contact for clients, resolving queries promptly, supporting relationship development, and ensuring timely delivery of all benefit-related services.
• • Obtain, analyze, and manage client-specific benefits data to conduct accurate market reviews, renewals, and quotations from insurance providers.
• • Support the end-to-end onboarding process for new business clients, including sourcing competitive quotations and coordinating with internal teams and external providers.
• • Prepare and distribute client data for reporting purposes and ensure accurate information is provided to insurance providers for plan administration.
• • Advise clients on their employee benefits strategy to align with their broader business objectives and organizational goals.
• • Conduct merger and acquisition data gathering, analysis, and report writing to support corporate transactional needs related to employee benefits.
• • Liaise with clients to facilitate communication of benefits, completion of application forms, and other required documentation.
• • Draft renewal recommendation reports based on market analysis and client needs, presenting actionable insights to clients and internal stakeholders.
• • Manage timely updates to client membership changes, ensuring accurate record-keeping and compliance with policy terms and conditions.
• • Contribute to internal provider panel maintenance by providing feedback and evaluations on insurer performance and service quality.
• • Maintain and update internal client relationship management (CRM) systems with accurate client, plan, and task information, ensuring proactive follow-ups and consultant alignment.
• • Support the firm’s compliance framework by maintaining relevant documentation and ensuring adherence to regulatory and internal processes.
• • Occasionally travel to client sites or office locations as required, with monthly office attendance expected despite the home-based nature of the role.
• • Perform any other duties as assigned by the line manager that are consistent with the role’s responsibilities and organizational needs.