Employee Benefits Administrator

5 months ago

Bath, United Kingdom CleverHR Full time

**To provide administration support to the Corporate Financial Planners and assist the team with day to day client administration, whilst delivering excellent service to clients.**

**The Role**
- Work with the Corporate Financial Planners and Client Service Manager to ensure that all clients are receiving the service they are paying for
- Strive to build on the existing client relationship and identify additional upselling opportunities.
- To actively manage existing schemes for Pensions and Health, Risk and Wellbeing
- Assist Corporate Financial Planner with recommendation reports
- Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.
- Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively.
- Maintain scheme membership changes including addresses, leavers, contributions, salaries and claims.
- Undertake member data requests for scheme renewals within service standards and carry out all relevant requests for quotes with providers
- Ensure all data is requested and captured in an efficient and timely manner.
- Regularly check data, fill gaps and amends errors where necessary.
- Continually monitor scheme records, ensuring that accurate data can be produced when required. Identify potential gaps in clients needs and communicate this to the Corporate Financial Planner.
- Build strong working relationships with the Employee Benefits team and wider business.
- Assist your colleagues during periods of absence and holidays.
- Actively take part in team meetings.
- Adopt a can do approach when other members of the Team need assistance to ensure service standards are met.

**About You**
- Good working knowledge of Microsoft Office
- Previous experience working in an administration role
- Experience of delivering accurate, relevant and timely information
- Previous experience working in a Pensions or Employee Benefits administration role
- Experience working with Auto Enrolment schemes (Desirable)
- Experience of using Intelligent back office system (Desirable)
- At least 5 A-C GCSE’s including Maths and English
- Strong interpersonal and communication skills
- Excellent customer services skills and commitment to providing quality service
- Excellent planning and organisational skills
- Excellent accuracy and attention to detail
- Excellent telephone manner
- Ability to work as part of a team
- Relevant qualifications related to Employee Benefits or Financial Services

**Employee Benefits**
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
- Buy and sell scheme where you can buy additional days holiday per year (up to 5)
- Group Life Assurance
- Group Pension Scheme
- Private medical Insurance
- Group Income Protection

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Application question(s):

- Do you have previous experience working in Pensions or Employee Benefits Admin role?
- Do you have relevant qualifications related to Employee Benefits or Financial Services?

**Education**:

- GCSE or equivalent (preferred)

Work Location: In person

Reference ID: CR-1797

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