Simon Porter

Experience

• 

  Scottish Life Assurance Company (Royal London)

  Apr 2001 - Sept 2005

  Sales Support Manager

  • Supervising, coaching, reporting team work output and the on going team development plans• Responsible for team achieving monthly / quarterly KPI’s, 1-2-1’s and employees appraisals• Worked closely with company head office H.R on employment and employee matters• Attained the level of the overseer of the Company “Training and Competence” scheme• Working closely with senior management, sales consultants and other departmental staff • Responsible for the branch money laundering, data protection and compliance issues • Developing and maintaining the core business relationship with top key account IFA’s• Providing fund information, technical support and admin to IFA’s, managers and consultants • Dealings with investment funds, asset allocations, investment strategies and life-styling• Producing tender documents for beauty parades and arranging reasons why reports • Attending seminars and visiting IFA’s to demonstrate the Scottish Life online services platform Show less

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  Capita Employee Benefits

  Sept 2005 - Jan 2016

  Experienced Employee Benefits Administrator

  Visiting new and existing clients and demonstrating the Orbit benefits platform and its capabilitiesCurrently attached to the new business pitching team for my knowledge and Orbit platform skills Providing technical and analytical support to clients and training the Capita benefit admin teamProblem solving and providing alternative solutions to on going administration issues Understanding the Orbit flexible benefit platform and associated client processes involvedUploading new joiners, adding pension packages, flex packages, password releases to access choices Opening and closing monthly, quarterly, annual election windows, pension & flex package changesAdministration with benefit providers, Healthcare, Risk, GPP, tax efficient products and schemes Opening recognised life events and understanding the event matrix and associated linked benefits Producing complex monthly client payroll reports and provider membership reports on benefits selected Show less

• 

  IHC Ltd

  Jan 2016 - now

  Supporting an existing and growing client portfolio of Private Medical Insurance, Cash plans, Dental and Travel products.Healthcare annual market reviews, renewal reports, documentation, membership packs, general Corporate / SME Healthcare Consultancy administration and dedicated technical support.

  • Healthcare Consultant

    Aug 2021 - now

  • Business Account Manager

    Jan 2016 - Nov 2021