David Murray
Bishopton
Summary
I have built a strong career in Employee Benefits, Wellbeing, and EAPs, developing expertise in both strategic and operational benefits management. My journey began in the Life Insurance industry in Canada, leading to my role as an Employee Benefits Advisor/Broker at O’Farrell Financial Services, where I saw the impact of benefits on business growth, retention, and wellbeing.
Now, as Reward Manager at William Grant & Sons, I specialise in global benefits, managing renewals for Private Healthcare, Pension Plans, and EAPs while analysing market trends to enhance offerings. I have also developed process maps to streamline benefit renewals and administration.
With international experience, strong communication skills, and a consultative approach, I provide expert guidance to stakeholders while driving employee engagement and strategic business objectives.
Overview
11
11
years of professional experience
Work History
Reward Manager
William Grant & Sons
05.2024 - Current
- Managing global employee benefits to ensure competitiveness, compliance, and alignment with company objectives.
- Overseeing benefit renewals for Private Healthcare, Pension Plans, EAPs and other health and wellness benefits. By negotiating terms and maintaining vendor and broker relationships.
- Conducting market research to benchmark trends and recommend new benefits that enhance employee experience.
- Analysing benefit utilisation data to identify trends, provide insights to stakeholders, and optimise offerings.
- Developing process maps for benefit renewals, enrolment, and employee transitions, ensuring efficiency and compliance.
- Collaborating with HR, payroll, and finance to streamline benefit administration and ensure regulatory compliance.
Client Success Manager - Wellbeing
Vivup (SME HCI LTD)
04.2023 - 05.2024
- Managed relationships with 120 clients, ensuring they developed and sustained the best EAP for their organisation.
- Held quarterly meetings to review MI reports, discuss wellbeing trends, and provide tailored advice and solutions.
- Advised clients on additional training and wellbeing products, upselling where appropriate.
- Maintained ongoing client communication via email, video calls, and telephone to provide continuous support.
- Delivered webinars to help clients increase employee engagement and improve overall wellbeing.
- Achieved 100% client retention by proactively tracking contract end dates and negotiating renewals.
- Met and exceeded quarterly personal and team targets to drive business growth and earn performance bonuses.
- Maintained accurate client records in the CRM system, logging meetings, sales pipelines, and client queries.
- Processed and tracked invoices while ensuring efficient use of MS Office for reporting and documentation.
Employee Benefits Advisor/Broker
O'Farrell Financial Services Inc
03.2019 - 08.2022
- Solely responsible for generating new business and consistently exceeding team targets.
- Consistently surpassed objectives, achieving and exceeding my annual target before leaving the role.
- Built and maintained strong relationships with business owners and employees to tailor competitive benefits solutions.
- Designed cost-effective benefits packages aligned with client needs to enhance employee attraction and retention.
- Provided expert recommendations on group benefits and retirement savings plans to support client growth.
- Tracked client business growth annually, successfully upselling at renewal to keep plans competitive.
- Increased new business through networking, community involvement, social media, and direct outreach.
- Maintained strong relationships with top Group Benefit Carriers to stay updated on market offerings and pricing.
- Negotiated renewal pricing for clients, ensuring competitive rates while managing expectations.
- Consistently exceeded targets by leveraging drive, determination, and a results-driven approach.
Life Insurance Agent
American Income Life
07.2018 - 03.2019
- Provided affordable supplemental insurance, including Whole Life and Critical Illness coverage, to low-income households.
- Managed my own schedule, booking and attending client meetings to drive sales and support customers.
- Trained and mentored new employees, helping them develop industry knowledge and sales skills.
- Thrived in a commission-only role by staying self-motivated, managing time effectively, and overcoming business rejections to consistently generate income.
Partner Business Manager
Hewlett-Packard
06.2014 - 10.2015
- Managed one of the largest platinum resellers, requiring both proactive and reactive account management.
- Worked with field PBMs to provide sales coverage across a defined portfolio of reseller accounts.
- Identified, developed, and closed new and existing opportunities within my account set.
- Provided ongoing telephone and email support to clients, ensuring excellent service.
- Maintained active quotes and ensured timely follow-ups to drive sales conversions.
- Resolved escalations related to pricing and post-sale distribution issues, ensuring smooth operations.
Education
BA (Hons) - Marketing and Business
Abertay University
Dundee, ScotlandSkills
- Effective Negotiation Skills
- Data Analysis & Strategic Planning
- Client Relationship Management
- Global Employee Benefits Management:
Languages
English
Native language
Spanish
Upper intermediate
B2
Additional Information
Board Member – Young Professional Network (YPN)
Brockville, ON, Canada | June 2019 – July 2022
- Appointed to the Board of Directors to support local professional development and networking initiatives.
- Secured sponsorships and negotiated event costs with vendors to maximise event success.
- Collaborated with board members to plan, organise, and run local networking and business events.
- Expanded my professional network, connecting with potential clients and key industry contacts.
- Developed leadership, negotiation, and event management skills while supporting the growth of young professionals.
Timeline
Reward Manager
William Grant & Sons
05.2024 - Current
Client Success Manager - Wellbeing
Vivup (SME HCI LTD)
04.2023 - 05.2024
Employee Benefits Advisor/Broker
O'Farrell Financial Services Inc
03.2019 - 08.2022
Life Insurance Agent
American Income Life
07.2018 - 03.2019
Partner Business Manager
Hewlett-Packard
06.2014 - 10.2015
BA (Hons) - Marketing and Business
Abertay University
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