Global Benefits Management - Principal Consultant

Global Benefits Management - Principal Consultant - UK - ARD1084485

An exciting opportunity to join one of the UKs largest independent Insurance Brokers as a Global Benefits Management - Principal Consultant. We are looking for someone who can successfully project, manage a portfolio of global clients and help support the delivery of new business and retention targets.

What you will do as a Global Benefits Management - Principal Consultant:

The Global Benefits Management - Principal Consultant reports to Head of International and is responsible for managing, retaining and developing a portfolio of global clients, typically managed through face-to-face sales and account management. They will also be involved in the growth and development of other individuals within the team and supporting the manager.

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.
  
  

Business Awareness

Key Role Accountabilities

• Displays 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
  
  

Delivering To Clients

• 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
  
  

Provider Management

• 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
  
  

Business Development

• 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
  
  

Innovation/Creativity

• 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
  
  

Business Standards

• 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
  
  

People Development

• 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
  
  

What we are looking for in a Global Benefits Programme Coordinator:

Qualifications & Experience

• 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
  
  

Person Specification

The role holder will have the following profile:

• 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
  
  

Benefits

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:

• 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
  
  

We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.

If your application is successful, we will conduct relevant employment checks prior to you beginning employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No agencies please

Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.

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Towergate Health & Protection is an award-winning independent intermediary specialising in health and wellbeing. Our extensive team of expert advisers looks after the health and wellbeing needs of more than 15,000 businesses and around 50,000 individual customers across the world.

We have an ambition to be the UK healthcare intermediary of choice, and that ambition can only be realised if we constantly challenge ourselves to make things better for our clients. We’re always happy to hear from people who are looking for opportunities to work with us and help our business grow. #TGHP