Sales - Junior Client Adviser

Junior Client Adviser – Employee Benefits

Role Summary

Provide operational and administrative support to the Employee Benefits team while assisting with sales calls, client onboarding, and ongoing account maintenance. You will act as the primary liaison between clients, advisers, and insurance providers.

Key Responsibilities

• Account Servicing: Support employee benefit accounts from proposal generation to policy renewals, claims, and enrollment processing.
• Client Liaison: Manage daily client inquiries, track membership updates, and facilitate deliverables like ID cards, billings, and LOAs.
• Sales Support: Assist Team Leaders and Senior Advisers in sales meetings and presentations with current and prospective clients.
• Data & CRM: Maintain accurate CRM records, track utilization metrics, and ensure adherence to agreed Service Level Agreements (SLAs).

Qualifications

• Education: Bachelor’s Degree.
• Experience: 1–3 years in insurance, employee benefits, or administrative client support.
• Skills: Proficient in MS Office/CRM software; strong organization and communication skills