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Risk & Healthcare - Assistant Consultant

Role and Responsibilities

Administer an established portfolio of risk and healthcare clients, ensuring that excellent customer service is provided. In addition there is regular opportunity for involvement with new business cases investigating current benefit structures and working with senior colleagues to construct pitch presentations/proposals.

The role will involve regular client contact as well as back office administration, and providing support to Consultants / Senior Consultants / Head of Department / Directors as required. Full training will be provided that builds on your existing risk and/or healthcare knowledge.

• Responsible for some aspects of consultancy advice and all administration of a risk/healthcare portfolio of clients.

• Assist Consultants / Senior Consultants and Head of Risk & Healthcare with queries ensuring they are dealt with quickly and effectively.

• Build and maintain strong working relationships with clients, colleagues and providers to safeguard high client satisfaction levels.

• Assist in developing and increasing the portfolio of risk & healthcare clients and increasing its profitability.

• 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.

• Write / draft comprehensive reports, detailing market review findings, recommendations and specification of cover for client presentation and client reviews.

• Ensure the appropriate implementation of policies including assisting clients with all relevant documents and regulations.

• Identify and oversee any changes / restructuring needs of clients’ risk and healthcare arrangements.

• Assist, monitor and manage claims on behalf of the client, as required.

• Create and maintain electronic client files.

• Assist Consultants / Senior Consultants and Head of Risk & Healthcare to manage portfolio so overall client goals are met in accordance with specified objectives and constraints.

• Conduct reviews according to renewal schedule for all assigned clients.

• Participate in project work as required.

• Attend client meetings (joint, if required) 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 and build and maintain strong working relationships with employees and line managers. 

• Take own responsibility to adhere to the Company’s published rules and guidelines for GDPR and IDD as well as other financial services legislative requirements and the Company’s SLA’s.

Key Skills & Experience

Essential

• Analytical and numerical ability

• Excellent planning and organising, time management skills

• Strong written and oral communication skills

• Good team player

• Wide industry knowledge with previous risk and healthcare experience with an Employee Benefits Consultancy, National IFA or provider office

• Ambitious 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 – occasionally out of normal hours

Desirable

• A-Level standard or equivalent

• Sufficient credits from CII Certificate (Cert CII) - preferred

• Good understanding of current and future financial legislation and regulation and their developments

• Listening skills

• People Skills

• Ability to work on own

• Presentation Skills

• Negotiation skills

• Listening skills

• People Skills

• Negotiation

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.