You’ll be responsible for ensuring the on boarding of clients, to the master trust. This must be processed in a timely manner, always providing first rate customer service to both our clients and consultants.
The key part of this role is to gather information about the potential beneficiary to provide to the trustees to make the final decision on where the death benefits should be paid. This information will be provided through written and verbal communication and full training will be provided on how to handle difficult conversations and have empathy towards the bereaved.
We will count on you to:
- Communicate effectively with clients, colleagues, trustees and providers, including drafting professional correspondence.
- Adhere to MercerMarsh Benefits processes and maintain accurate records in our systems to meet set targets.
- Take ownership of your tasks and proactively manage your workload to ensure timely delivery.
- Partner with internal and external stakeholders to provide the best service for our clients.
- Handle client and member queries (both verbal and written) in line with service level agreements, ensuring quality through a right-first-time approach.
What you need to have:
- Knowledge and experience of master trusts/corporate trusts.
- Proven track record of delivering first-rate customer service.
- Understanding of group risk/trust benefits.
- Strong organizational skills with the ability to manage a diverse portfolio of clients and stakeholders.
- Excellent verbal communication skills, with experience in call handling.
What makes you stand out:
- Ability to work within an established, high-performing team.
- Great timekeeping skills and a strong work ethic.
- Commitment to continuous improvement and development of technical and market knowledge.
- Experience in managing client relationships to support retention and growth.
