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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:
* Ensure timely delivery of employee benefits scheme processing for group risk, group private
medical insurance and other schemes/policies
* Provide administrative support for new and existing clients and schemes.
* Manage annual renewal and market reviews for group risk schemes and healthcare schemes.
* Process group risk claims and healthcare claims queries
* Ensure compliance documents are accurate and up to date.
* Organise and prepare for client meetings.
* Complete follow up actions from client meetings as instructed.
* Check and issue Policy Documentation.
* Provide new business quotations for group risk and healthcare schemes.
* Issue invoices and updates to clients.
* Draft proposition documents, reports and presentations for consultants.
* Undertake project activity
Deal with fee and commission enquiries.
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.
