Consultant – Benefit Consulting

Home Life at Premier Careers Consultant – Benefit Consulting

General description of the role

Manage and administer an established portfolio of risk and healthcare clients, ensuring that excellent customer service is provided. The role will invoice regular client contact and some back office administration, and providing support to Senior Consultants / Head of Department / Directors as required.


  • Sufficient credit for Diploma / Advanced Diploma (Dip CII) whether or not applied for
  • Pension scheme knowledge
  • Analytical and numerical ability
  • Excellent planning and organising, time management skills
  • Strong written and oral communication skills
  • Strong negotiation skills
  • Good team player
  • Managing relationships
  • Wide Healthcare industry knowledge with at least 3/4 years healthcare experience with an Employee Benefits Consultancy, National IFA or provider office
  • Strong risk & healthcare knowledge
  • Full understanding of current and future financial legislation and regulation and their developments
  • Windows computer packages including Practice Engine, Intelliflo, Outlook, and Microsoft Word, PowerPoint and Excel.
  • Willing to work to towards CII Diploma (if not already attained)
  • Experienced in providing Risk & Healthcare advice, including strategic reviews, design and implementation of solutions
  • Ability to identify commercial opportunities from legislative and other structural changes in market place
  • Ambitious and entrepreneurial with a professional attitude and appearance.
  • Displays, enthusiasm and conviction when communicating.
  • Takes personal responsibility for maintaining own professional development.
  • Confident and approachable.
  • Client focused.
  • Hard working – often out of normal hours.


  • Degree standard or equivalent
  • Sufficient credits from Diploma / Advanced Diploma (Dip CII) whether or not applied for
  • Listening skills
  • People Skills
  • Ability to work on own
  • Presentation Skills
  • Negotiation skills
  • Commercial awareness
  • Flexible, and voluntary benefits, and DB / DC pension knowledge
  • TUPE / harmonisation / MBO’s
  • Able to operate at board level
  • Listening skills
  • People Skills
  • Ability to work on own
  • Presentation Skills
  • Negotiation skills
  • Commercial awareness

Main responsibilities

  • Responsible for all aspects of consultancy advice and business development / growth of healthcare portfolio of clients including the more complex schemes.
  • Independently developing and increasing the portfolio of healthcare clients and increasing its profitability.
  • Participate in project and tenders work as required.
  • Assist Senior Consultants and Directors with more complex queries ensuring they are dealt with quickly and effectively.
  • Conduct reviews according to renewal schedule for all assigned clients.
  • Write / draft comprehensive reports, detailing market review findings, recommendations and specification of cover for client presentation and client reviews.
  • Handle and resolve the day to day queries both relating to new and existing business, liaising between colleagues, providers and clients.
  • Install and assist in setting up new arrangements.
  • Ensure the appropriate implementation of policies including assisting clients with all relevant documents and regulations.
  • Identify and oversee any changes / restructuring needs of clients’ healthcare arrangements.
  • Assist, monitor and manage claims on behalf of the client, as required.
  • Assist Senior Consultants and Directors to manage portfolio so overall client goals are met in accordance with specified objectives and constraints.
  • Maintain up to date knowledge of the market practice, insurer terms and conditions and legislation (as appropriate)
  • Play a proactive role in development of Risk & Healthcare team.

External and Internal Communications:

  • Build and maintain strong working relationships with clients, colleagues and providers to safeguard high client’s satisfaction levels.
  • Attend client meetings (independently) and undertake client / employee presentations (as appropriate).
  • Liaise with insurers and assist with gathering market intelligence and product information
  • Act as contact point for colleagues in the Company.

Salary and benefits

  • Competitive salary based on experience
  • Group personal pension plan
  • 25 days holiday
  • Flexible working
  • Regular company social events
  • Excellent company culture and a fantastic approach to employee wellbeing and engagement
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