Purpose of the Role:
1. Successfully manage a portfolio of existing clients, achieving high retention rates by delivering excellent service and strong advice.
2. Develop the existing client portfolio by upselling additional service lines to existing Towergate Employee Benefits clients and cross selling to Advisory Insurance Brokers.
3. Nurture and convert new business leads from various sources.
4. Support the development of team members and support the manager in various tasks
5. Work professionally and collaboratively building relationships with consulting, client services and central services.
Key Role Accountabilities
Business awareness:
6. Displays a detailed awareness of wider global employee benefits and their application within a benefits programme
7. Ability to articulate the difference between business risk and people risk, and signpost solutions as necessary
8. Proactively manages a client portfolio against targets for all activities.
9. Ensure that revenue generated is appropriate against time spent
10. Takes ownership for any issues that might occur
Delivering to clients:
11. Takes responsibility and accountability for all complex client work including global benefits design, renewal, recommendation and placement (GBM clients classed as non-advised sales)
12. Expert in presenting global employee benefits concepts to board level client contacts in a face-to-face environment
13. Ensures that all policy administration is done in a timely and satisfactory manner
14. Takes ownership of proactive client contact strategy throughout the year
15. Takes a client-centric approach, developing long term relationships with clients and providers, serves as day-to-day client contact.
16. Leads on collaboration with other TEB departments, delivering solutions to both people and business risks
17. Maintains high levels of client satisfaction
Provider Management:
18. Works in partnership with providers and in-country partners to create best client outcomes
19. Negotiates with providers on behalf of clients to ensure terms meet with clients' objectives
20. Guides colleagues on pricing methodology based on industry knowledge
Business Development:
21. Proactively explores opportunities to expand income from existing clients
22. Wins new business through various referral channels
23. Ability to respond to complex tender proposals
24. Creates and executes growth of a new business pipeline
25. Generates referrals to other TEB business lines from portfolio and prospects
26. Generates referrals to other Advisory business lines from portfolio and prospects
27. Actively uses CRM system to manage pipeline
28. Leads/is involved with other colleague prospective clients, where further support is required
Innovation/Creativity:
29. Drives innovative suggestions to develop intellectual capital, improve operating efficiencies and enhance service delivery
30. Operates as a resource for problem solving challenges and complexities within the team
Business standards:
31. Ensures compliance and business standards KPI scores remain at appropriate levels
32. Transparent and timely reporting of renewal income and new business figures
33. Effective and efficient use of company systems
34. Maintains strong technical knowledge through appropriate CPD and work-related training
35. Operates as a peer reviewer for other work within the team
36. At all times, abides by the principle and letter of FCA Principle 12 in delivering the Group’s commitment to Consumer Duty
People Development:
37. Acts as a role model and coaches others (both formally and informally)
38. Demonstrates experience by supporting colleagues in complex scenarios, displaying a high level of technical competency
39. Supports management in the training and development of colleagues
40. Reinforces business messaging and acts as a positive influence on others around them
What we are looking for in a Global Benefits Programme Coordinator:
Qualifications & Experience:
41. Experience within Financial Services / General Insurance market is essential
42. Broad understanding of the employee benefits market, global knowledge is preferred
43. Experience in relationship building with Insurers/Providers, Client management and service delivery.
44. Project management skills is essential
45. Experience of working in a changing market
46. Minimum of Cert CII or willingness to study towards qualification
Person Specification:
The role holder will have the following profile:
47. A proven ability to manage a portfolio of complex clients and all aspects of their policy management
48. Strong numeracy and literacy skills
49. Advanced presentation, verbal and written communication skills
50. Confident, personable communication skills
51. Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners
52. Well organised and able to respond well under pressure and meeting deadlines
53. Work well as part of a team and leads discussions and ideas amongst peers
54. Cope well with change, internally within the business and externally within the market
55. Participates in initiatives to develop propositions and collateral and enhance efficiencies
56. Efficient and Reliable, ability to lead others in manager’s absence
57. Full, clean driving licence
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:
58. Holiday entitlement of 26 days plus bank holidays
59. Opportunity to progress your career across the entire Ardonagh family
60. Pensions scheme for when you feel it’s time to retire
61. 24-hour support for physical and mental wellbeing
62. 1 days paid volunteering day to give back to our communities
63. The Spotlight Awards, where we shine a light on the brightest talent across our group
We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future.