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Group Risk Technical Analyst

4 months ago

Glasgow, Glasgow City, United Kingdom Idex Full time

An exciting opportunity has arisen for an expeAn exciting opportunity has arisen for an experienced Group Risk Technical Analyst.
Remote working - you will be required to go into the Glasgow office once or twice a month
Role purpose:
To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
Responsibilities:

  • Answering incoming telephone calls/ emails and responding to client enquiries
  • Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
  • Effectively managing administration of existing schemes including Flexible benefit schemes
  • Sending out renewal invitations and request for client data
  • Ensuring accuracy of client invoices prior to dispatch
  • Checking accuracy of policy documents prior to dispatch
  • Effectively managing administration of renewal process
  • Preparing and comparing client data
  • Managing the quotation process for market reviews and new business prospects
  • Placing schemes on risk and ensuring smooth inception of new schemes
  • Liaising with insurers to resolve claims & membership issues
  • Keeping the Consultant team informed on ongoing queries/claims issues
  • Providing ongoing feedback to facilitate quality process improvements
  • Maintaining good working knowledge of Group Risk markets & products
  • Using own initiative to assist Consultant team in pro-active manner
  • Adhering to regulatory requirements at all times
  • Working in accordance with GDPR/Data Protection and adhering to TCF at all times
    Knowledge
  • Product knowledge and experience in all relevant areas of Group Risk benefits
  • Anti-Money Laundering procedures and TCF
  • Experience in dealing with Flex schemes
    Qualifications
  • Preferably working towards or achieved GR1
    Excellent salary and benefit package.
    rienced Group Risk Technical Analyst.
    Remote working - you will be required to go into the Glasgow office once or twice a month
    Role purpose:
    To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
    Responsibilities:
  • Answering incoming telephone calls/ emails and responding to client enquiries
  • Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
  • Effectively managing administration of existing schemes including Flexible benefit schemes
  • Sending out renewal invitations and request for client data
  • Ensuring accuracy of client invoices prior to dispatch
  • Checking accuracy of policy documents prior to dispatch
  • Effectively managing administration of renewal process
  • Preparing and comparing client data
  • Managing the quotation process for market reviews and new business prospects
  • Placing schemes on risk and ensuring smooth inception of new schemes
  • Liaising with insurers to resolve claims & membership issues
  • Keeping the Consultant team informed on ongoing queries/claims issues
  • Providing ongoing feedback to facilitate quality process improvements
  • Maintaining good working knowledge of Group Risk markets & products
  • Using own initiative to assist Consultant team in pro-active manner
  • Adhering to regulatory requirements at all times
  • Working in accordance with GDPR/Data Protection and adhering to TCF at all times
    Knowledge
  • Product knowledge and experience in all relevant areas of Group Risk benefits
  • Anti-Money Laundering procedures and TCF
  • Experience in dealing with Flex schemes
    Qualifications
  • Preferably working towards or achieved GR1
    Excellent salary and benefit package.

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