Employment Benefits Executive in Penarth

The Employee Benefits Executive handles the end-to-end administration and servicing of group employee benefits (EB) insurance policies for our corporate clients. The role spans policy documentation, premium billing, staff movement processing, claims coordination, and record-keeping across both the insurer network and our CRM (HubSpot). We're looking for someone detail-oriented and client-focused, comfortable working across clients, insurers, and internal teams.

Key Responsibilities

• Policy Billing — Debit & Credit Notes: Issue debit notes to clients on EB group policy renewals, ensuring premiums are accurately computed and reconciled against insurer confirmation. Process credit notes promptly following mid-term adjustments, including addition or deletion of insured staff. Track and follow up on outstanding debit/credit notes, coordinating with finance on collections and reconciliation.
• Client Servicing — Claims & Admin Support: Act as the primary point of contact for clients on EB inquiries, including claims submissions, reimbursements, and pre-authorisation requests. Liaise with insurers to resolve claim disputes, delays, or documentation issues, advocating for fair and timely settlements. Help clients navigate EB digital tools (member apps, insurer HR portals), providing guidance and troubleshooting. Escalate unresolved insurer issues to the EB Manager with a clear summary of steps taken and recommended next actions. Pre-fill and follow up on onboarding and renewal documentation; track policy document and e-card issuance for timely delivery.
• CRM — HubSpot: Maintain and update client policy documents (certificates, schedules, endorsements, letters of appointment) in HubSpot with version control. Upload new business, renewal documentation, and insurer correspondence promptly, linking records to the correct client and policy objects.
• Staff Movement & Policy Documentation: Liaise with insurers to process member movements and maintain accurate census listings. Keep policy documentation organised and accurate, with timely follow-up on endorsements. Prepare client summaries covering insured headcount, coverage, and outstanding changes.

Requirements

• Education & Qualifications: Diploma or Degree in Business, Finance, Insurance, or a related field. General Insurance certification (BCP, PGI, or equivalent) preferred; candidates willing to obtain certification will be considered.
• Experience: 1–3 years in insurance operations, employee benefits administration, or a similar client-servicing role. Prior exposure to group health, life, or EB products at an insurer or brokerage is an advantage.
• Skills & Competencies: Proficiency in CRM systems; hands-on HubSpot experience strongly preferred. Strong numerical literacy for billing reconciliation and premium computation. Excellent written and verbal communication for client and insurer correspondence. High attention to detail and accuracy when managing large volumes of data. Organised and self-driven, able to manage multiple client accounts and deadlines. Proficient in Microsoft Office (Excel, Word, Outlook); familiarity with insurer EB portals is a plus.

What We Offer:

• Competitive salary commensurate with experience.
• Employee benefits package including medical coverage.
• Structured career development within the Employee Benefits practice.
• Professional certification sponsorship and continuous learning.
• Collaborative, supportive team environment.
• Commission on new business brought in.