Administrator - Financial Services

4 days ago


Birmingham, United Kingdom Taylor James Resourcing Full time

Administrator - Financial Services. To c£25,000

This part of the business is responsible for advising corporate clients on all aspects of the insured benefits relating to Private Medical Insurance / Dental / Travel / Cash Plan / Health Screening & EAP.

**Duties**:
Providing administration and analytical support to consultants and clients to ensure schemes/ portfolios are administered in an accurate and timely manner for allocated clients

Providing quality administration support to clients with regard to the transactional elements of their scheme/ portfolio in line with the company's code of professional conduct.

Assisting in the retention and development of existing clients and provide support in respect of new business/ clients to the team

Obtain information from insurers/ providers to enable scheme/ portfolio analysis to be carried out

Complete work for market review/ scheme/ portfolio renewal in line with clients' requirements, collation and analysis of results in appropriate format and production of reports.

Liaison with insurers/ providers to ensure delivery of data, revised terms and quotations in appropriate timescales

Monitor insurers/ providers performance on behalf of clients and challenge insurer at higher level to resolve any issues

Accurate completion and maintenance of Client Relationship Management database

Renewal/review of client portfolio allocated including communicating with client and insurers/ providers, and internally with client team and other group businesses

Identify opportunities for client development in own and associated area of expertise and raise with consultant (or direct with client where applicable)

Manage clients' expectations with regards to legislative changes.

Assisting consultants with budget planning and monitoring fees/commission

Dealing with client and member queries (verbal and written)

Ownership of delivery to assigned clients through planning and monitoring of all activity (portfolio planning)



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