Client Relationship Manager

Marsh McLennan

  • Edinburgh
  • Permanent
  • Full-time
  • 1 month ago
Company:Description:Client Relationship Manager – Mercer Marsh Benefits (MMB) - Edinburgh, Bristol or Manchester
  • Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits.
  • MMB is a global leader in the health and benefits marketplace. Operating in 135 countries, our team of specialists design benefits solutions that meet the needs of businesses and their people, drawing from global intelligence and adapting that wealth of experience to local markets.
What can you expect:
  • As a Client Relationship Manager based in our Pension Retention team, you will be responsible for the day to day management of a portfolio containing a significant number of clients.
  • You will be the main point of contact in relation to Mercer services, maintaining a relationship with clients and coordinating services from specialists within the business
What you will be rewarded with:
  • We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis.
  • Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
We will count on you to:
  • Learn the basics of the Pension provider products, services and tools within Mercer Elect - gaining an understanding of products, services and technical tools, participating in training courses, online learning, or through learning from more experienced colleagues.
  • Take ownership of a portfolio of Pension clients that are aligned to the Mercer Elect proposition.
  • Take the client through the whole sales process from onboarding, implementation and ad hoc employer queries.
  • Engage with your portfolio of clients on a proactive basis, holding annual renewal calls with the client and guide them through a mid-year review meeting.
  • Generate Leads for the other parts of the business for MMB proposition within your existing client bank and pass these to the appropriate teams.
  • Assist the consulting team in gathering, organising, entering and analysing data to be used for various client projects for Mercer clients.
  • Follow up with client or existing clients regarding missing or inaccurate information and yearly updates.
  • Ensure all client files have the most recent correspondence and client information.
What you need to have:
  • Previous client relationship based experience within pensions/financial services industry
  • Excellent organisational and prioritisation skills
  • Good visual accuracy and attention to detail
  • Strong written and verbal communication skills, with the confidence to liaise at all levels face to face and via zoom
  • A logical approach to your work
  • Proven ability to work on own initiative and as part of a team
  • Must be enthusiastic, motivated and committed to providing high quality service to clients
What makes you stand out
  • DC / SIPP Pensions knowledge/experience
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at .

Marsh McLennan