SME Healthcare Consultant in Blackpool

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

In this role, you’ll maintain and develop a portfolio of new and existing corporate clients by providing high-quality advice, to an agreed budget, with a specific focus on client retention. You’ll identify and expand lines of cover and service delivery from ongoing clients via cross-selling while providing a professional high-quality service to all clients, colleagues, and other third parties.

How you'll make an impact:

• You'll be responsible for client account ownership – anticipate and respond to the ongoing and future needs and objectives of clients, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service.
• Deal with the servicing of all allocated clients including renewals, mid-term amendments and claims and also attend meetings with clients as and when appropriate and/or required.
• Process applications and schemes in accordance with published procedures, and take shared responsibility for ensuring that suitability report, fact find and anti-money laundering procedures are properly followed.
• Demonstrate extensive and up-to-date technical healthcare knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance.
• Maintain and develop strong relationships with both new and existing corporate clients, and is relied upon as their trusted adviser.
• Develop effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken.
• Achieve and exceed revenue targets, through retention of existing clients and new business generation to existing clients via cross-selling.
• Prepare detailed client reports, PowerPoint presentations, spreadsheets, etc.
• Ensure all work carried out and all communications with clients are in accordance with our compliance procedures and anti-money laundering procedures are followed.
• Plus any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role.

About You:

• Desirable: CII qualification, Technical knowledge and understanding, Good level of technical healthcare knowledge (ie products, policies, insurance market and related issues) through appropriate industry exams and CPD.
• Required: Strong verbal and written communication skills at all levels, both internally and externally, High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation, Continuous development of core consulting skills around communication, questioning, listening, report writing and presenting, Proficiency in using Microsoft suite, Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, Excellent organisation skills, with the ability to work to tight deadlines and manage multiple tasks, Eligibility to work in the UK.

Compensation and benefits:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days.
• Defined contribution pension scheme, which Gallagher will also contribute to.
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
• Income protection, we’ll cover up to 50% of your annual income, with options to top up.
• Health cash plan or Private medical insurance.
• Other benefits include: Three fully paid volunteering days per year, Employee Stock Purchase plan, offering company shares at a discount, Share incentive plan, HMRC approved, tax effective, stock purchase plan, Critical illness cover, Discounted gym membership, with over 3,000 gyms nationally, Season ticket loan, Access to a discounted voucher portal to save money on your weekly shop or next big purchase, Emergency back-up family care.

We value inclusion and diversity. Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws.