Job Description

As part of the employee benefits team we are looking for a Health and Group Risk Coordinator. You will be responsible for providing pro-active administration support to our consultants in order to assist in the retention of existing client accounts and to help with new business enquiries. The products we deal with include Group Life assurance and Private Medical Insurance among others.

Your Responsibilities

Obtaining quotes from insurers and completing market reviews

Collating market reviews and drafting reports

Updating member data and processing renewal accounts

Facilitating claims and liaising with the insurer to achieve effective claims outcome

Proof reading and helping the comms team with communication materials

Replying to client queries in a timely manner

You will liaise with insurers to negotiate preferred terms, sometimes attend client meetings, and draft recommendation reports. You will have excellent verbal and written communication skills, attention to detail, a reliable working attitude and a professional client focused approach.

As we are a small company there is a lot of collaboration with other departments, and you may have ad-hoc tasks from time to time, but this gives the role exposure to the full life cycle of a flexible benefits platform.

Key skills required

Experience of dealing with client queries

Experience of insurance , especially in the employee benefits space

Manage the volume and prioritisation of work, and deliver a higher standard of service than competitors to retain clients and exceed the expectations of new clients, which includes:

Understanding of, and adherence to, regulatory requirements and internal policies

Delivery of high levels of customer service

Attention to detail and accuracy

Strong verbal and written communication skills

Team working and flexibility

Methodical and organised working practices to meet deadlines

IT literacy, in particular Excel and other Microsoft products

Preferred skills

Whilst there are some key skills listed, we welcome applications from all. Ultimately, a person who is a good fit for our business is the most important requirement. We will help any new employee develop into the role as required.

Ideally hold some of the following CII professional qualifications (IF1, IF7, GR1, R05) although this is not essential you would be required to work towards these.

Knowledge of both or either: Group risk or PMI (Health) insurance products and market.

Experience of working within an insurance brokerage.

Work Location

The ideal candidate would be based in the Bristol/North Somerset area and could commute to Portishead, we will consider you working a hybrid working arrangement but initially there will be a requirement to be onsite for training.

Work Hours

This is a full-time position with 9-5 hours.

Job Types: Full-time, Permanent

Pay: 30,000.00-34,000.00 per year

Benefits:

Bereavement leave Casual dress Company events Company pension Financial planning services Free parking Health & wellbeing programme Life insurance On-site parking Sick pay
Experience:

Employee Benefits: 3 years (required)
Work Location: In person

Application deadline: 24/12/2025
Expected start date: 01/02/2026