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For Companies At a Glance
- Tasks: Support Client Advisers in delivering top-notch employee benefits service and manage client requests.
- Company: Join IDEX Consulting, a company committed to diversity and inclusion in the workplace.
- Benefits: Enjoy hybrid working, private medical insurance, generous holidays, and fully funded training.
- Why this job: Be part of a dynamic team that values your input and fosters professional growth.
- Qualifications: Previous employee benefits experience and strong IT skills are essential for this role.
- Other info: Opportunity for career advancement and a commitment to creating an inclusive culture.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Job Purpose
We are seeking a highly motivated and detail-oriented individual. In this fee-earning but non-advisory role, you will support our Client Advisers in servicing employee benefits arrangements, ensuring clients receive an exceptional standard of service.
Key Responsibilities
Client Services:
- Provide scheme support for Group Risk & Health-care clients, delivering work to a high standard and within agreed time-lines.
- Draft client-specific written reports and correspondence.
- Liaise with insurers, introducing firms, and other stakeholders to establish benefits in line with client requirements and ensure scheme renewals run smoothly.
- Research product markets and obtain insurer illustrations, technical information, and provider updates.
- Analyse data to assist advisers with client recommendations (for both establishment and renewal).
- Identify, log, and escalate risks, breaches, or errors, ensuring mitigation actions are implemented.
- Delegate tasks to Assistants where appropriate to optimise resource use.
- Handle client requests, escalating to Senior Managers/Advisers when required.
Financial
- Record all chargeable client work daily.
- Support advisers with fee invoicing, WIP, debtor management, and overall client profitability.
Regulatory Compliance
- Ensure all work meets regulatory standards and departmental requirements.
Business Development
- Support tender processes and on-boarding activities when required.
Key Skills and Experience
- Excellent client service skills – previous employee benefits experience is essential for this role
- Proficient IT skills in core Microsoft Office systems.
- Excellent interpersonal and communication skills, both verbal and written
- Experience of report and letter writing
Salary & Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
Additional Information
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Servicing Executive, Risk & Healthcare employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Executive, Risk & Healthcare
✨Tip Number 1
Familiarise yourself with the employee benefits landscape, particularly in Group Risk and Healthcare. Understanding the key players and current trends will help you engage more effectively during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the field by attending industry events or joining relevant online forums. Building connections can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client service scenarios. Think about examples from your past experiences that showcase your problem-solving skills and ability to manage client expectations.
✨Tip Number 4
Research StudySmarter's values and mission, especially regarding diversity, equity, and inclusion. Being able to articulate how your personal values align with ours can set you apart as a candidate who is not only qualified but also a good cultural fit.
We think you need these skills to ace Servicing Executive, Risk & Healthcare
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in employee benefits and client servicing. Use specific examples that demonstrate your skills in report writing, communication, and IT proficiency.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Servicing Executive role. Emphasise your attention to detail, ability to meet deadlines, and experience in liaising with clients and stakeholders.
Showcase Your Client Service Skills: In your application, provide examples of how you've delivered exceptional client service in previous roles. Highlight any experience you have with managing client requests and ensuring satisfaction.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Client Service Skills
Since this role heavily focuses on client services, be prepared to discuss your previous experience in employee benefits. Highlight specific examples where you provided exceptional service and how you handled challenging situations.
✨Demonstrate Your IT Proficiency
Proficiency in Microsoft Office is essential for this position. During the interview, mention any relevant software tools you've used and how they helped you in your previous roles, especially in drafting reports or managing data.
✨Prepare for Technical Questions
Expect questions related to risk and healthcare schemes. Brush up on your knowledge of current market trends and regulatory compliance to show that you are well-informed and can contribute effectively from day one.
✨Ask Insightful Questions
At the end of the interview, ask questions that demonstrate your interest in the company’s approach to client servicing and their strategies for business development. This shows that you are not only interested in the role but also in the company's future.
