Pension and Benefits Administrator

Direct message the job poster from CBSbutler

Our Client, a firm of Chartered Financial Planners & Employee Benefit Consultants is seeking a Group Risk Administrator to provide support to their Corporate Employee Benefit Consultants and clients in the ongoing servicing of existing clients and the processing of new business.

This is a fantastic opportunity to join a firm that has many years of experience and willingness to support and develop those who have the ambition to become a Financial Planner or Employee Benefit Consultant.

You will ensure that client records are up to date and that internal systems and processes are followed.

Some of your responsibilities include:

1. Ensure timely delivery of employee benefits scheme processing for group risk, group private medical insurance and other schemes/policies.
2. Provide administrative support for new and existing clients and schemes.
3. Manage annual renewal and market reviews for group risk schemes and healthcare schemes.
4. Process group risk claims and healthcare claims queries.
5. Ensure compliance documents are accurate and up to date.
6. Organise and prepare for client meetings.
7. Complete follow up actions from client meetings as instructed.
8. Check and issue Policy Documentation.
9. Provide new business quotations for group risk and healthcare schemes.
10. Issue invoices and updates to clients.
11. Draft proposition documents, reports and presentations for consultants.
12. Deal with fee and commission enquiries.
13. Provide some office management support.

About you:

• You will have worked in a similar role in a similar firm and you will have an understanding of Group Life, Group Income Protection, Group Critical Illness and Group Private Medical Insurance Schemes, Group Travel, Group Dental, Cash Plans, & Employee Assistance Programmes.
• Attention to detail/accuracy and data management skills will be important for this role as is good verbal and written communication skills.
• Preferred qualifications: Financial Services, Regulation and Ethics (R01), Healthcare Insurance Products (IF7), Group Risk (GR1).

This is a great opportunity to join a standout employer in a team that has many years of experience and willingness to support and develop those who have the ambition to become a Financial Planner or Employee Benefit Consultant.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative and Quality Assurance

Industries

Accounting, Insurance and Employee Benefit Funds, and Financial Services