Account Broker

Account Broker- Employee Benefits- Leicester- Hybrid

Our Employee Benefits team works with businesses of all sizes to design and implement employee benefits that genuinely support their people. We provide a range of solutions, including:

• Private Medical Insurance
• Group Income Protection
• Death-in-Service / Group Life cover
• Health Cash Plans
• Health and wellbeing support

We also advise on Business Protection, helping safeguard companies if key individuals are unable to work.

Our team combines technical expertise with a client-focused approach, ensuring businesses can strengthen their employee offering, enhance engagement, and stand out in a competitive market. We pride ourselves on delivering excellent service, providing clear guidance to employees, and supporting clients throughout the year.

This is a varied and client-focused role within the Employee Benefits team, combining administrative support with the opportunity to manage and develop your own portfolio of SME clients. You will play a key part in ensuring the smooth day-to-day running of client accounts, supporting colleagues across the team while also taking ownership of your own clients.

The role offers exposure to a broad range of employee benefits products, including Private Medical Insurance, Health Cash Plans, Dental Cover and Group Risk. You will be involved in the full client lifecycle, from onboarding and policy administration through to renewals and ongoing servicing, ensuring clients receive a high standard of support and advice at all times.

Key Responsibilities:

Team Support & Administration

• Provide comprehensive administrative support to the wider Employee Benefits team
• Manage client policy administration, including processing membership changes and updates
• Maintain accurate and up-to-date records on Acturis
• Assist with preparing documentation and reports for client reviews and renewals
• Support colleagues with ad hoc tasks to ensure efficient team operations

Client Servicing

• Manage a small portfolio of SME clients, acting as a key point of contact
• Respond promptly and professionally to client queries and requests
• Provide clear guidance on cover, including Private Medical Insurance, Health Cash Plans, Dental Cover and Group Risk benefits
• Support clients with claims queries and general policy servicing throughout the year
• Build and maintain strong, positive client relationships

Renewals & Market Review

• Take ownership of the renewal process for assigned clients
• Conduct market reviews to ensure competitive and suitable recommendations
• Obtain and analyse insurer quotations for both renewals and new business opportunities
• Present findings clearly to internal stakeholders and support client communications
• Assist in identifying opportunities to enhance or expand client benefit packages

Key Performance Indicators (KPIs)

• Client Service: Timely responses, high client satisfaction, strong relationship management
• Renewals & Retention: Achievement of renewal retention targets and completion of renewals on schedule
• Accuracy & Efficiency: Correct processing of policies, membership changes, and Acturis records
• Market & Business Development: Completion of market reviews and contribution to new business opportunities
• Team Contribution: Effective collaboration and support within the Employee Benefits team

Essential:

• Experience within Employee Benefits, insurance, or a similar environment
• Strong communication and interpersonal skills
• Organised and detail-oriented with the ability to manage multiple tasks
• Experience handling client queries and servicing policies

Desirable:

• Knowledge of Acturis or other benefits administration systems
• Experience with Private Medical Insurance, Health Cash Plans, Dental Cover, or Group Risk
• Broking or client advisory experience in SME markets

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.

If you’re a dedicated professional ready to advance your career, apply now—we’d love to have you on our team!