Servicing Executive, Risk & Healthcare - IDEX Consulting Ltd : Job Details

Job PurposeWe are seeking a highly motivated and detail-oriented individual. In this fee-earning but non-advisory role, you will support our Client Advisers in servicing employee benefits arrangements, ensuring clients receive an exceptional standard of service.Key ResponsibilitiesClient Services:

• Provide scheme support for Group Risk & Health-care clients, delivering work to a high standard and within agreed time-lines.
• Draft client-specific written reports and correspondence.
• Liaise with insurers, introducing firms, and other stakeholders to establish benefits in line with client requirements and ensure scheme renewals run smoothly.
• Research product markets and obtain insurer illustrations, technical information, and provider updates.
• Analyse data to assist advisers with client recommendations (for both establishment and renewal).
• Identify, log, and escalate risks, breaches, or errors, ensuring mitigation actions are implemented.
• Delegate tasks to Assistants where appropriate to optimise resource use.
• Handle client requests, escalating to Senior Managers/Advisers when required.

Financial

• Record all chargeable client work daily.
• Support advisers with fee invoicing, WIP, debtor management, and overall client profitability.

Regulatory Compliance

• Ensure all work meets regulatory standards and departmental requirements.

Business Development

• Support tender processes and on-boarding activities when required.

Key Skills and Experience

• Excellent client service skills - previous employee benefits experience is essential for this role
• Proficient IT skills in core Microsoft Office systems.
• Excellent interpersonal and communication skills, both verbal and written
• Experience of report and letter writing

Salary & Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.