Part-time Employee Benefits Retention Advisor

A prominent UK-based healthcare and protection consultancy is seeking a diligent and results-driven Employee Benefits Retention Advisor for 15 - 20 hours a week. This role is fundamental to maintaining the firm’s high standards of client loyalty and ensuring that businesses receive compliant, high-quality advice during their policy renewals. The successful candidate will manage an active caseload of employee benefit renewals, acting as a brand ambassador to deliver an exceptional customer experience. This position is ideal for a commercially aware professional who thrives in a target-driven environment and possesses a deep understanding of the health and protection insurance market. You will focus on high-quality service delivery, ensuring that every client interaction reinforces the firm’s reputation for excellence and integrity. Key Responsibilities Retention & Revenue Performance: Manage a personal caseload of Employee Benefits renewals, consistently meeting monthly targets for retention volume and policy persistence. Advisory Excellence: Conduct thorough market reviews to provide compliant, high-quality advice, ensuring the most suitable outcomes for clients at every renewal. Lead Generation: Identify opportunities for cross-selling and generate high-quality leads for the Life & Protection specialist teams. Customer Experience: Maintain a "same-day" acknowledgement standard for all queries, ensuring all follow-up actions are completed within strict 24–48 hour SLAs. Compliance & Risk Management: Adhere strictly to FCA regulations and internal policies, ensuring that comprehensive documentation for advice suitability is maintained for every client. Market Intelligence: Stay current with insurer product updates, pricing shifts, and regulatory changes to provide accurate and up-to-date information to policyholders. Relationship Management: Build and sustain strong working relationships with insurers and key partners to facilitate smooth renewal processes. Continuous Improvement: Proactively identify ways to enhance the customer journey, streamline renewal processes, and improve overall productivity. Requirements Proven Experience: A strong background in insurance renewals or retentions, specifically within the Employee Benefits or Healthcare sector. Technical Knowledge: A solid understanding of the UK health and protection insurance market and insurer products. Communication Skills: Exceptional verbal and written communication abilities, with the confidence to manage diverse client portfolios. Target-Driven Mindset: A track record of meeting or exceeding KPIs related to retention rates, quality, and compliance. Regulatory Awareness: A sound understanding of FCA rules and the principles of "Treating Customers Fairly" (TCF). Attention to Detail: Meticulous approach to documentation and the maintenance of advice suitability records. Preferred Qualifications Industry-recognised certifications (e.g., IF7 or equivalent CII credits). Experience using insurance-specific CRM or policy management systems. Required Software Skills Microsoft Office 365 (Advanced Outlook, Word, and Excel) CRM Systems (Client database management) Insurer Online Portals Benefits Join a reputable and growing consultancy with a strong brand promise. Professional and collaborative working environment. Opportunity to contribute to the strategic growth of the retention department.