Reporting to Associate Director Broking
Role is a key part of Glennon EB Team, working with Associate Director and CEO at a strategic level to deliver:
* Lead existing major group client annual review and renewals, working with Associate Director
* Key point of contact for assigned medium to large employers for strategic matters, which may include:
* Manage Renewals; Risk, Pension and eventually medical
* Provide Sector / competitor benchmarking related queries
* Auto-Enrolment reviews / current scheme participation reviews
* Ad hoc employer benefit design queries
Responsibilities also include:
* Participate in ongoing review, improvement and streamlining of EB Administration and Consultancy services to Group Clients.
* Represent Broking team at group meetings in the absence of Associate Director Broking.
* Mentoring of EB Broker Team
* Liaise with EB Consultants (New business) following Benefits Roll out to assign EB broker.
* Support and promote best practice in governance and compliance at all times.
* In time, assist to develop further in-house and external training for EB Team (brokers and consultants) in liaison with HR, Compliance, CEO and Associate Directors.
* Supervise delivery of EB administration services via EB Broker Team.
* Escalate queries to providers and team members as appropriate.
* Liaise with insurers / service providers in relation to delivery and process, constantly seeking to improve and refine delivery, in consultation with CEO and EB colleagues.
* Desire to learn and grow in the role, desire to complete further education such as PMI APA.
* Excellent organisational and communication skills.
* Represent the company and present on client sites as needed.
* Attend 1-1 EB clinics with employees on client sites.
* Represent the company at conferences and promotional events as needed.
* Other Ad hoc duties as required, such as attend Trustee / pension committee meetings.
* The role is based in Dublin – office to be confirmed (current practice – geographically closest to your home). Some travel will be required when visiting client sites, conferences, and will be agreed in advance.
* Mileage and Expenses reimbursed.
* Mobile phone, laptop provided.
* Minimum qualification QFA, preferred MIIPM, AIIPM, CFP, QPT, PTP.