Client Relationship Coordinator

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Full time
Location: Edinburgh
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Job offered by: Mercer
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Category:
Client Relationship Coordinator – Mercer Marsh Benefits (MMB) - Manchester, Edinburgh or Bristol

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. As a Client Relationship Coordinator 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. This is a hybrid role that has a requirement of working at least three days a week in the office. 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 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 Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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