Associate Consultant

at  Gallagher

Woking GU21, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Jun, 2024Not Specified01 Mar, 2024N/ADocumentation,Customer Service,Powerpoint,Communication Skills,English,Databases,Regulatory Requirements,Professional Development,Writing,Cpd,Training,Microsoft Office,Financial Services,It,Addition,Disabilities,Regulatory Standards,Excel,Ethnicity,PmiNoNo
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Description:

About Us:
Discover a world of endless possibilities at Gallagher Benefit Services, where you’ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview:
Are you a detail-oriented professional with a passion for delivering top-notch services? Do you thrive in a team-oriented environment and have a knack for exceeding client expectations and effectively communicating employee benefit schemes? If so, we have an exciting opportunity for you!
As a Group Risk and Healthcare Associate Consultant at Gallagher Benefit Services, you will play a pivotal role in communicating our Corporate Group Risk and Group Healthcare schemes to clients. You will be the backbone of our commitment to providing exceptional service to our clients, colleagues, and third parties.
Responsibilities:

YOUR SKILLS, EXPERIENCE AND QUALIFICATIONS:

  • Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent
  • Studying towards or have obtained the relevant professional qualifications as required for individual role: Group Risk (ie CII GR1); Healthcare (CII IF7); Pensions (ie Pensions Management Institute diploma level)
  • Evidence of Continuing Professional Development (CPD) as required to maintain and enhance knowledge and skillsQCF Level 4 (Diploma level PFS or PMI) qualification
  • Good level of technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients. This aspect will be developed with training over time
  • Maintains industry, sector and technical knowledge
  • Developing core consulting skills around communication, questioning, listening, report writing and presenting
  • IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases
  • Ensures that individually and as a firm we “Treat Customers Fairly”
  • Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
  • Demonstrable experience within similar role in Financial Services, or financial services administration
  • Good customer service and relationship building skills
  • Strong verbal and written communication skills at all levels, both internally and externally
  • Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks
  • High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation
  • Ability to travel to various locations (Driving licence (clean) / access to a car is preferable)
  • Eligible to work in the UK
    Additional Information:
    Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
    We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
    Should you require any reasonable adjustments with your application, please get in touch with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
    Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
    If this sounds like somewhere you’d like to join, we’d love to hear from you!

Responsibilities:

  • Developing internal and external relationships to ensure efficient service delivery.
  • Managing client expectations by providing clear communication and support.
  • Working collaboratively within a team to deliver first-class administration services.
  • Assisting in responding to client requests, queries, and general correspondence.
  • Collaborating with Account Executives, Consultants, and insurers/product providers for new business quotations and information.
  • Following established processes while actively suggesting improvements when necessary.Maintaining a commitment to efficient and compliant work practices.
  • Interacting with clients and colleagues through written and telephone communication with professionalism and courtesy.Adhering to specific time deadlines and service levels agreed upon with clients and line management.
  • Ensuring all tasks are completed accurately and meet quality standards.Maintaining up-to-date records, including CRM and Virtual Cabinet software, reflecting current scheme/client information.
  • Managing a diary system to oversee tasks and facilitate efficient intra-team workflow.Handling general office filing and maintenance to keep operations running smoothly.
  • Upholding compliance requirements and adhering to anti-money laundering procedures.Conducting duties in alignment with internal policies, procedures, applicable laws, and Gallagher’s shared values, with a client-centric focus.
  • Being open to additional duties and responsibilities as reasonably expected within the scope of the role.
    Qualifications:


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

HR / Administration / IR

Finance

Diploma

Management

Proficient

1

Woking GU21, United Kingdom