The posting
Employee Benefits Account Manager
Role Overview
This role provides comprehensive administrative and coordination support to an Employee Benefits team, ensuring a consistently high standard of service delivery to clients. The position requires a proactive, organised individual who can effectively manage workloads, support advisers, and maintain strong compliance and service standards within a regulated environment.
Key Attributes
The ideal candidate will demonstrate:
- Clear and confident communication skills with a wide range of stakeholders
- A professional, collaborative and positive approach
- Strong ownership of responsibilities and attention to detail
- The ability to work effectively as part of a team and support colleagues
- Commercial awareness and an understanding of business priorities
- A willingness to build and maintain technical product knowledge
- Sound awareness of regulatory and compliance obligations
Skills & Experience
- Strong organisational and time-management capabilities
- Excellent client service and relationship management skills
- A proactive, solutions-focused mindset
- Experience or knowledge of Group Employee Benefits
- Understanding of Salary Exchange arrangements
- Knowledge of Group Pension schemes
Core Responsibilities
Adviser & Team Support
- Provide day-to-day administrative support to Employee Benefits advisers
- Manage adviser schedules and assist with workload coordination
- Obtain and manage outstanding information from clients and third parties
- Liaise with internal teams to allocate and progress work efficiently
Client & Case Administration
- Support new business and renewal activity
- Track and progress applications, providing regular updates to clients
- Process group risk renewals and new member applications
- Act as a point of contact for employer and employee queries
- Maintain accurate electronic records and data entry
Knowledge & Compliance
- Maintain up-to-date knowledge of employee benefits products, underwriting limits and policy features
- Ensure all activity is carried out in line with regulatory and compliance standards
General Duties
- Support ad hoc projects and evolving business requirements
- Maintain personal training and competence records
- Participate in team meetings and ongoing development activity
Whats On Offer
- Competitive salary and benefits package
- Employer pension contributions
- Generous annual leave entitlement
- Flexible and hybrid working arrangements



