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Description
We’re offering an exciting opportunity to join our
Client Management Team as an
Employee Benefits Consultant. In this role, you’ll engage with both prospects and clients primarily via telephone—supporting organizations that either have smaller policies or prefer to work with us remotely, without face-to-face meetings.
You’ll be responsible for managing a portfolio of existing clients, responding to new business enquiries, and identifying opportunities to drive growth. This includes upselling additional products to current clients and securing new business for
Willis Towers Watson.
Your focus will be on delivering exceptional service that minimizes lapses, maximizes client satisfaction, and encourages renewals. By offering tailored solutions and proactively seeking growth opportunities, you’ll play a key role in meeting our annual business objectives and expanding our market presence..
The Role
As An Employee Benefits Consultant, You Will Need To
- Conduct monthly pre-renewal, renewal & mid-term calls with existing clients relating to the insurance contract currently managed by Willis Towers Watson (Wincham) Health & Benefits in order to secure the renewal of the contract.
- Where merited, issue a market review to the client for each contract, making appropriate recommendations based on the client’s demands and needs on products and service options for the purpose of giving best advice and complying with regulatory requirements.
- Identify the key decision makers within each client and maintain regular contact with these individuals.
- Have a clear understanding of all compliance and regulatory requirements, e.g. complaints process, FCA, FOS, DPA & TCF, with particular reference to the sales and client service processes.
- Use your own initiative to generate sales leads for the same purpose as above.
- Assess the best products and service options, having regard for the particular requirements of the client for the purpose of giving them best advice and to comply with current regulatory requirements. Maintaining and, where possible, enhancing service standards to clients.
- Use client phone calls as an opportunity to collect data about a client company and identify the degree of business development of each client within a portfolio. To gain further client development by winning new contracts, using the appropriate product prioritisation lists for the particular type and class of client in order to increase the income from each client.
- Establish and maintain good relationships with Insurers and other providers for the benefit of clients.
- Keep updated on relevant market development including changes to legislation affecting the areas in which Willis Towers Watson operates.
- Fully comply with the completion of data entry onto our Microsoft Dynamics CRM system.
Qualifications
The Requirement
- Have previous experience along with proven success in a similar role, knowledge of the risk and healthcare insurance industry would also be an advantage.
- Be able to demonstrate flexibility and adaptability to juggle a range of different tasks.
- Have excellent interpersonal skills.
- Be able to work on own initiative.
- Work well under pressure and to tight deadlines.
- Be able to research, digest, analyse and present material clearly and concisely.
- Be target driven and tenacious, with a proven track record of achievement.
- Be motivated and enthusiastic.
- Display high standards of work and presentation.
- Have good written and oral communication skills.
- Have good knowledge of a range of IT software packages.
- Trustworthy and able to treat confidential information appropriately.
- An ability to understand and anticipate customer needs.
- Ability to effectively sell Willis Towers Watson Health & Benefits range of products and services.
- Excellent time management and organisational skills.
- High levels of literacy, numeracy and a keen attention to detail.
- Decision making capabilities.
- Ability to adapt to frequently changing situations.
- Team working ethic.
- Good commercial awareness.
Equal Opportunity Employer
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
[email protected].