Our client, a well known chartered accountancy in the city have a vacancy for an experienced benefit assistant.

The role will be undertaking the following:

• Providing general administrative and technical support to the Employee Benefits team
• Obtain quotes and associated information from providers, check the terms and conditions, collate and prepare accurate summaries of the data. Keep providers updated with relevant client changes.
• Maintain relationships with product providers and understand their propositions. Ability and tenacity to seek the answers or outcome needed if responses are incomplete or delayed
• Understand and utilise our internal systems. Ensure accuracy and timely updates of client information on all relevant systems, and provide reporting as required
• Arrange meetings with existing and new clients as needed for the Associate Director
• Take an interest in the affairs of, and get to know the clients, to be aware of work currently in progress and act as a first point of contact for our clients
• Speak with clients on video calls and develop rapport; communicate professionally with them by email; act as a ‘trouble-shooter’ in sorting out client related problems
• Undertake research and prepare drafts of technical reports in the style required by the author or as required to meet the Firm’s standards
• • Ensure that all tasks are completed in a timely fashion and that workflows are up to date and processes are followed
• Ensure that client records are kept up to date and that the electronic filing of documentation and emails is carried out on a regular basis
• Contribute to and take an active part in project work within the team and provide input as and when required to help to constantly improve processes and the service provided

Skills firm are seeking

• Minimum of 3 A Levels or equivalent
• GCSE (x5) including English and Maths at grade B (level 6) or equivalent
• Degree qualification or similar
• Ability to provide product quotes/other paperwork, research, draft client letters, process client business, liaise with clients and product providers as required
• Good knowledge of MS Office applications
• Strong organisational skills, excellent communication skills, ability to deal with people at all levels
• Be able to manage multiple client projects, prioritise work and keep to deadlines
• Strong attention to detail in order to accurately maintain records and produce clear and detailed research
• Team player, works well under pressure, proactive, quick learner, flexible, approachable
• Strong initiative for managing own progression and developing through the available career path
• Enthusiastic manner with a desire to learn quickly through ‘on the job’ experience and by seeking information from team members, providers and through self-study.
• Experience of working in an employee benefits consultancy or insurance company dealing with employee benefits
• Experience of working with corporate clients accustomed to a high quality of service.
• Experience with one or more of the following: employer pensions, group risk insurance, private medical insurance and other employee benefits products
• Experience of producing PowerPoint presentations and a good knowledge of Excel
• Willingness to take on additional responsibilities as and when required

In turn you will be offered a role with excellent training and scope to progress. Hybrid working (3 days in the office) and excellent benefits.