Account Manager

We are looking for a talented account manager to join our growing team!

About Us

The Benefits Lab is an independent employee benefits consultancy based in the City. We partner with organisations to help them optimise bespoke solutions in respect of pensions, as well as employee benefits, wellbeing, reward and recognition. We support organisations of all shapes and sizes across a multitude of sectors with the provision of valued, useful and engaging employee benefits.

We are passionate about empowering people through financial education and so as part of our service offering we explain to workforces in simple terms how they can plan for their financial future, whether they are in the earlier stages of their working life or approaching retirement. We also demonstrate to employers how they could fund their employee benefits at no additional cost.

The Benefits Lab is an appointed representative of Citygate Consulting Ltd, a financial planning firm.

Our core values are:

• Fairness (treating people as we would wish to be treated)
• Integrity (doing the right thing when no-one is watching)
• Genuine (meaning what we say and do)
• Pride (owning mistakes and processes, doing our best work)
• Curiosity (being eager to learn more about the people we work with, sharpening our skills and knowledge)

We are a friendly, approachable team who come from a variety of backgrounds. Our culture is such that everyone is encouraged to voice their ideas, as we strive towards bold ambitions and consistently look to enhance our excellent service offering.

You will have the opportunity to make a real impact at The Benefits Lab and shape the direction and success of the business.

About The Role

This is an exciting opportunity to play an integral role within an established yet ambitious business, working directly with its founder Guy Skinner. In addition to managing the firm’s administrative functions, you will help drive its long-term success by conducting marketing activities and generating sales leads.

You must be professional, personable, enthusiastic and self-motivated, with a keen eye for detail. You will have existing administrative experience within a similar role, but more crucially the appetite to grow a business which has already proved to be successful with very limited sales and marketing efforts.

You will have a real opportunity to grow your career within a close-knit team, working in a friendly environment where drive and enthusiasm goes a long way.

Key Responsibilities

You will proactively grow, manage and retain clients by developing new business opportunities, including:

• Providing a friendly and professional point of contact for clients and enquiries
• Generating new leads and connections, identifying and making initial contact with potential partner organisations to make them aware of our service offering
• Building rapport with clients and gaining an understanding of their motivations and requirements
• Promoting existing and additional lines of business
• Managing workflow

You will provide administrative and general support to the founder and employee benefits consultant in the day to day running of workplace pension and employee benefits schemes, including:

• Ensuring action points resulting from client meetings get diarised and dealt with
• Checking accuracy and completeness of new business documentation
• Ensuring all supporting documentation is maintained as per company procedures
• Preparing suitability letters and managing renewals
• Recording and reconciling fees
• Ensuring all work is followed up promptly in line with company standards
• Liaising with product providers to ensure timely and accurate responses to clients
• Obtaining quotes and application forms
• Handling incoming calls
• Managing and allocating incoming post
• General correspondence
• Other duties as directed by management

Our Ideal Candidate

Essential

• Previous experience working in either an administrative or sales role
• Excellent interpersonal and communication skills (both verbally and in writing)
• Resourceful and proactive
• Knowledge of Microsoft Word, Excel and electronic diary management
• Highly organised, methodical and disciplined
• Able to prioritise and plan own workload
• Able to work within defined business processes
• Shows initiative and takes personal responsibility for completing tasks
• Excellent attention to detail
• Adopts a positive attitude and is willing to assist others when busy
• Able to work under pressure on occasions to achieve deadlines
• Able to achieve agreed outcomes without supervision

Desirable

• Proven successful track record in a sales driven environment
• Previous experience in the employee benefits sector
• Knowledge of the pension, health, risk and wellbeing marketplace, products and services
• Certificate in Auto-Enrolment or equivalent / Financial Planning Qualifications GR1, IF7
• Advanced Excel

What We Offer

The salary for this role is £30,000 per annum, plus bonuses dependent on sales performance.

Benefits include income protection and private medical insurance. There is also the ability to work remotely for part of the week as the team operates on a hybrid basis. We support and encourage the continuous professional development of our team and so we will cover the costs of any relevant training and qualifications you may wish to undertake.

This is a permanent role, with full-time working hours between Monday and Friday.

Next Steps

Our ethos is that finding the right person for the role goes beyond qualifications and experience – first and foremost we are looking for someone who shares our values, will fit in with our team and have a positive impact on our firm.

If we sound like a good fit for you, please submit your application by Tuesday 11 April 2023. The interview process will be conducted in two stages: a brief telephone interview followed by a face-to-face interview.

Applications will be considered on a rolling basis, so don’t delay – apply today!

Job Types: Full-time, Permanent

Salary: From £30,000.00 per year

Benefits:

• Company pension
• Private medical insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• London: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Please provide a brief summary outlining your interest in The Benefits Lab and why you would be a good fit.

Experience:

• B2B sales: 1 year (preferred)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in London

Application deadline: 11/04/2023