Senior Benefit Account Manager

Benefits Account Manager

Cheltenham, hybrid working

Artis HR are working with a professional and employee-led financial services organisation in the search for a Senior Benefit Account Manager to join their team, and be able to lead in terms of team training.

For this role, we’re looking for experience within the financial services and specifically within employee benefits (such as group risk, healthcare, flex benefits, etc.), If you have led/mentored team members previously, or have an interest in training then this could be the perfect role for you!

In this role, you’ll still be hands on and will have your own clients that you will work with the team to service, manage, assess, and renew their benefit policies. Alongside the day-to-day and technical expertise, this role will be around 25% coaching and leadership, with 75% being hands-on and in the delivery side of the role.

This role has a consultancy and an operational support element, outlined as below:

* The Consultancy Support role in the Employer Consulting team helps their Line Managers, Consultants and Client Relationship Managers (CRMs). Work requests carried out are in relation to defined contribution pension arrangements, health and protection policies and flexible benefit platforms – broadly all issues relating to Workplace Pensions and Benefits

* The Operations Support role is vital to the ongoing compliance for all clients across various business areas. A key aspect of the role is to ensure all internal databases and systems are controlled and continuously maintained while checking that all engagement documentation, fee agreements and terms of business are in date. You will also be responsible for setting up new clients and ensuring Anti Money Laundering requirements have been met, as well as getting involved in a variety of Operational projects.

This position is ideal for someone that has been working in a client-facing benefit support/benefit account management role and is looking to further their knowledge and expertise.

In return, you’ll join a fun and vibrant team that offers hybrid working and wholesome benefit package.

Skills and Experience:

– Experience within a client-facing benefit support or management role.

– Experience or a keen interest in team coaching and development.

– Strong communication skills (on the phone, email, face to face).

– Able to work and contribute as part of a team.

– Experience of working with a CRM tool.

– Highly organised and able to manage time efficiently.

– Customer focused and highly professional.

– Can prioritise and work to deadlines.

How to Apply:

If you like the sound of this varied and challenging role and want to be part of a fun team, please submit your CV to Charlotte at Artis.

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