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- Tasks: Support our team by managing employee benefits and client communications.
- Company: Join Succession Wealth, a leader in employee benefits consultancy.
- Benefits: Enjoy flexible working, competitive salary, and amazing perks like discounts and health benefits.
- Why this job: Be part of a supportive culture that values diversity and career growth.
- Qualifications: Experience in group protection or pensions is a plus; strong communication skills are essential.
- Other info: Hybrid role based in Birmingham with opportunities for professional development.
The predicted salary is between 28800 - 43200 £ per year.
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Direct message the job poster from Succession Wealth
Employee Benefits Administrator – Hybrid – Birmingham
Competitive Salary + Excellent Benefits (see below)
Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications.
We now have a fantastic opportunity for an Employee Benefits Administrator to join the team.
As an Employee Benefits Administrator you will work as part of a highly professional support team that enables our Planners to maintain a portfolio of employee benefits clients and ensures that the business is able to deliver an outstanding service to its customers.
This role is offered on a full time, hybrid basis, aligned to our central Birmingham office, with some flexibility around working hours required.
Key aspects of the role will include:
- Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking to completion
- Processing both Group Protection and Health & Wellbeing renewals and carrying out market reviews, using provider portals and arranging Group Pension annual review meetings
- Ensuring that client records are kept up to date and accurate.
- Lodging and producing invoices for corporate clients and chasing up aged debt when required.
- Preparing documentation, client recommendation reports and annual review correspondence.
You:
Ideally, we are looking for a candidate with experience of both Group Protection and Health & Wellbeing (such as PMI and Cash Plans) and/or Group Pensions (such as annual reviews, governance reports or employer pension uploads).
However, we will also consider candidates from IFA administrator background with some exposure to group products, and who now have a desire to further develop into Employee Benefits.
You will be an excellent communicator with a passion for delivering an outstanding level of service and the confidence to maintain and develop strong relationships with both existing and potential clients.
You will also need:
- Good administrative and numeracy skills with high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Working knowledge of Microsoft Word and Excel packages essential.
- Desirable knowledge of Xplan.
What you can expect from us:
A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
- 25 days Annual leave rapidly increasing with each year of service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £465 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams /study days.
- Charity Days.
- Company Events
Our Wellbeing Committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.
Support in achieving your career goals…
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and endless internal job opportunities.
- Access to a huge range of free courses via our Learning Management system.
Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
Seniority level
-
Seniority level
Associate
Employment type
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Employment type
Full-time
Job function
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Job function
Administrative
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Employee Benefit Administrator employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefit Administrator
✨Tip Number 1
Familiarise yourself with the key aspects of employee benefits, particularly Group Protection and Health & Wellbeing. Understanding these areas will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the employee benefits sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at Succession Wealth.
✨Tip Number 3
Brush up on your administrative skills, especially in using Microsoft Word and Excel. Being proficient in these tools is essential for the role, and showcasing your skills during any interactions can set you apart.
✨Tip Number 4
Prepare to discuss how you would maintain and develop client relationships. Think of examples from your past experiences where you've successfully managed client interactions, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace Employee Benefit Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in employee benefits, group protection, and health & wellbeing. Use specific examples that demonstrate your skills in administration and client communication.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with the responsibilities of the Employee Benefits Administrator position and express your enthusiasm for contributing to their team.
Highlight Relevant Skills: Emphasise your administrative and numeracy skills, as well as your proficiency in Microsoft Word and Excel. If you have experience with Xplan or similar software, be sure to mention it.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Succession Wealth
✨Know Your Employee Benefits
Familiarise yourself with various employee benefits, especially Group Protection and Health & Wellbeing products. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your Communication Skills
As an Employee Benefits Administrator, strong communication is key. Prepare examples of how you've effectively communicated with clients or colleagues in the past, showcasing your ability to build relationships and provide excellent service.
✨Showcase Your Organisational Skills
Highlight your administrative and organisational skills during the interview. Discuss specific tools or methods you use to keep track of client records and manage multiple tasks efficiently, as this is crucial for the role.
✨Prepare Questions About the Company
Research Succession Wealth and prepare thoughtful questions about their employee benefits philosophy and company culture. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
