Lead Consultant
3 months ago
The Role
Responsible for the design and implementation of effective employee benefits (including voluntary benefits, regional/pooling) programmes and the subsequent day-to-day management of all client service activities. Responsible for financial performance including the delivery of retention, new from existing and new/new sales targets. Responsible for profitability of clients within your portfolio. Ensuring that you and/or Client Advocates are successful in negotiating profitable fee/commission levels with each client serviced by you. Responsible for actively cross selling existing clients. Responsible for developing referral prospects from your existing clients. Responsible for retention. Responsible for implementing and maintaining compliance systems in accordance with the Willis Excellence Model. Overall management/control/development of the employee benefits programmes for assigned clients which include the following aspects of Willis service:Account Management Effective planning/coordination/communication/delegation/motivation within team
to work as a coordinated Group. Maximizing account profitability for each client by: Achieving optimum remuneration consistent with competitive premium
level as compared with services provided. Managing credit control Monitoring workload Developing the "total service programme" for each client by promoting the full
range of Willis services where a need exists. Enhancing/building client relationships and getting to know clients including
decision makers. Account Administration Ensuring that the following are current for each client: Client Data File(s) Client Service Status Record (BOR) Minutes of Clients Meetings Communications in accordance with Group Standards Files and process adopted are all WEM compliant Claims Services Timely claims analysis for major clients Ensuring prompt and satisfactory settlements in the event of losses Conducting regular reviews of all outstanding claims with the clients General Enhancing Company’s profile amongst clients Ensuring compliance with the requirements of Company’s Quality Standards Ensuring no Errors & Omissions claim arises out of clients. Credit control – follow up with clients on outstanding premium. Building carrier relationship Monitor/control workflow priorities in the team to ensure goals/target are achieved Assist/undertake any other duties as may be required.
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