Lead Partner - SME Risk
Purpose of the job:
To help lead the SME Risk team to deliver Secondsight’s Health & Protection Proposition.
Job summary:
Reporting to the Head of Health and Protection, the role will involve leading the SME risk team, while also proactively managing an existing portfolio book, providing a high-quality consulting and advisory service to clients.
The role will incorporate managing our PPA and working with the leading risk insurers.
Key skills and personal attributes:
· Deep experience in the group risk market as either an adviser or a supplier
· Previous management experience either as a manager or team leader
· Deep understanding of both life and Group Income Protection claims management
· Excellent understanding of Protection and Healthcare products and the respective markets.
· Proven track record of building rapport and developing strong relationships with clients and colleagues.
· Ability to generate new revenue opportunities form existing clients, and to convert new prospects
· Experience of dealing with client owners outside of the immediate team to establish credibility, gain trust, and generate client introductions.
· Experience of negotiating with providers to secure best possible terms.
Main Responsibilities:
· As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. Managing employee relation processes in line with FD policy with support from HR.
· Assist the Head of Health and Protection in driving forwards Secondsight’s Health and Protection strategy, together with the Lead Partners for Corporate Risk, Corporate Healthcare and SME Healthcare.
· Overall responsibility for a portfolio of protection schemes for a range of corporate clients, which will include:
· Fact Find/initial advice calls
· The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports.
· Face to Face and telephone advice meetings with clients
· Generating additional revenue opportunities
· Answer and deal with inbound calls from clients, employees and benefit providers.
· Adherence to the new business process for prospects
· Ad Hoc project work which may include
· Assisting Head of Health and Protection with Board reports
· Any necessary catch up projects (e.g. for submissions or fees)
· Drafting of technical articles and reports for compliance sign off
About Us:
At Secondsight we partner with HR and reward teams to design and deliver benefits strategies that help organisations attract, support and motivate employees while driving long-term business success. From workplace pensions and employee benefits communications to financial wellbeing education, healthcare broking and digital advice, we combine deep expertise with a people-first approach.
Today, we support over 1,100 clients, have achieved an industry leading Net Promoter Score of +82, and have been recognised with 25 industry awards - reflecting the impact we deliver for our clients and their employees every day.
What we offer you:
Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.
Our benefits package includes:
· 25 days holiday (increasing by an additional day per annum up to 30 days)
· Discretionary bonus
· Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
· Life assurance of up to 4 x your salary;
· Income protection of 75% of your basic salary in the event of long term sickness
· Employees can use our financial advisers within the company for any financial advice or knowledge
· Interest free season tickets loans, eye care and childcare vouchers.
· Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
Apply To This Job
To help lead the SME Risk team to deliver Secondsight’s Health & Protection Proposition.
Job summary:
Reporting to the Head of Health and Protection, the role will involve leading the SME risk team, while also proactively managing an existing portfolio book, providing a high-quality consulting and advisory service to clients.
The role will incorporate managing our PPA and working with the leading risk insurers.
Key skills and personal attributes:
· Deep experience in the group risk market as either an adviser or a supplier
· Previous management experience either as a manager or team leader
· Deep understanding of both life and Group Income Protection claims management
· Excellent understanding of Protection and Healthcare products and the respective markets.
· Proven track record of building rapport and developing strong relationships with clients and colleagues.
· Ability to generate new revenue opportunities form existing clients, and to convert new prospects
· Experience of dealing with client owners outside of the immediate team to establish credibility, gain trust, and generate client introductions.
· Experience of negotiating with providers to secure best possible terms.
Main Responsibilities:
· As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. Managing employee relation processes in line with FD policy with support from HR.
· Assist the Head of Health and Protection in driving forwards Secondsight’s Health and Protection strategy, together with the Lead Partners for Corporate Risk, Corporate Healthcare and SME Healthcare.
· Overall responsibility for a portfolio of protection schemes for a range of corporate clients, which will include:
· Fact Find/initial advice calls
· The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports.
· Face to Face and telephone advice meetings with clients
· Generating additional revenue opportunities
· Answer and deal with inbound calls from clients, employees and benefit providers.
· Adherence to the new business process for prospects
· Ad Hoc project work which may include
· Assisting Head of Health and Protection with Board reports
· Any necessary catch up projects (e.g. for submissions or fees)
· Drafting of technical articles and reports for compliance sign off
About Us:
At Secondsight we partner with HR and reward teams to design and deliver benefits strategies that help organisations attract, support and motivate employees while driving long-term business success. From workplace pensions and employee benefits communications to financial wellbeing education, healthcare broking and digital advice, we combine deep expertise with a people-first approach.
Today, we support over 1,100 clients, have achieved an industry leading Net Promoter Score of +82, and have been recognised with 25 industry awards - reflecting the impact we deliver for our clients and their employees every day.
What we offer you:
Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.
Our benefits package includes:
· 25 days holiday (increasing by an additional day per annum up to 30 days)
· Discretionary bonus
· Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
· Life assurance of up to 4 x your salary;
· Income protection of 75% of your basic salary in the event of long term sickness
· Employees can use our financial advisers within the company for any financial advice or knowledge
· Interest free season tickets loans, eye care and childcare vouchers.
· Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
Apply To This Job