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The successful candidate will manage and assess death, ill health and accident claims and all enquiries related, throughout the customer journey, across the varied range of products. Ensuring you provide a professional and compassionate service through effective customer or beneficiary communication.
Key Responsibilities:
- Using your active listening skills to understand and empathise with customers/beneficiaries so that their needs are understood - and service standards are maintained. Whilst ensuring all relevant information is obtained to enable the correct assessment of the claim.
- Supporting your colleagues on a day-to-day basis to resolve queries, build knowledge and confidence, and achieve quality and compliance standards. To ensure availability for discussions with colleagues due to the variation of scenarios the claims can present.
- Build and maintain relationships with both internal, external customers and third parties including Coroner's, solicitors, IFA's, Employers, local authorities and any relevant parties associated to the claim (list is not exhaustive)
- Maintain a detailed knowledge and understanding of legislative and regulatory requirements, including Automatic Enrolment, TPR, FCA, DWP, HMRC (including tax rules for bereavement claims), DPA and any other relevant rules to ensure we adhere to all regulatory requirements, complaint and compliance rules, to minimise risk to People's partnership and our Customers
Who are we looking for? - Someone with good knowledge of financial fervices, workplace pensions, master trusts and the regulatory requirements of Automatic Enrolment.
- Basic understanding of what a bereavement/terminal illness is, to have the knowledge of basic terms within this journey and to have a strong natural ability to deal with emotional situations/conversations.
- Good organisational and time management skills.
- A good working knowledge of office systems
Qualifications - - Internal Auto Enrolment exam
- CF1, FA2 or other equivalent CII or PMI qualifications.
Why choose us?
We value and reward our people. Enjoy an award-winning pension, health care cover, onsite gym, personal trainer access, and more. Our culture prioritises respect, support, diversity, and work-life balance.
Ready for a fulfilling career? Apply now and discover where People's Partnership can take you!
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