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Employee Benefits Advisor


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Salary Competitive

Recruiter Managing This Role

Employee Benefits Client Adviser
Up to £30,000

An exciting opportunity has opened up with one of our Independent UK Insurance Brokerages as they grow their Employee Benefits division & expand their advisor team. 

The main purpose of this role is to provide a quality service to clients across renewal & new business insurance arrangements, arranging, advising and securing appropriate cover for clients demands & needs. 

Key Accountabilities & General responsibilities    
•    Maintaining relationship, interaction and liaising with client on day-to-day basis
•    Maintaining relationship, interaction and liaising with insurers on day-to-day basis
•    Processing MTA’s and administration
•    Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures.

New Business
•    Arranging appointment to existing schemes with all insurers following clients instruction
•    Invoicing
•    Policy wordings – checking correct and suitable for client demands, needs and cover requirements

Renewal Business
•    Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
•    Production of initial draft Broking presentation for Broker.
•    Pipeline register completion
•    Liaising with Employee Benefits Consultant / Broker on broking strategy to be employed
•    Obtaining terms from holding insurers
•    Renewal Report production
•    Invoicing
•    Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

23 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP

If you are interested in the opportunity and believe you have the right experience based on the above, contact Grace at Heat Recruitment.


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Application For Employee Benefits Advisor