Corporate Benefits Admin
4 weeks ago
We are looking for a Corporate Benefits Administrator to join our growing team on a home-based basis. This individual will provide a full comprehensive administration support to Consultants and Advisors, administering Group Risk and Medical Insurances.
Key Accountabilities Include
- Renewal and Broking of Group Schemes
- Liaising with product providers, obtaining quotes and negotiating preferred terms
- Input plan details into Client Database
- Prepare relevant documentation and suitability reports
- Client documentation and diary entries
- Add activity entries and workflows
- Compliance
- Check all Anti Money Laundering information is current and relevant checks have taken place (e.g. Companies House search)
- Check documents and agreements are signed and dated
- Client/Advisor/Provider Requests
- New Business Submission
- Track new business and current position, updating Planner accordingly
- Other Duties
- Accurate activity management through Client Database
Person Specification
Knowledge
- Experience in Pension, Group Risk, Medical and other corporate benefits administration
- Excellent technical and legislative understanding of DC Pensions, Group Risk and Group PMI
- Knowledge of Wellbeing principles and associated benefits
- Understanding of online benefits and technology
Experience
- Minimum 1 years’ experience working in a Financial Services Administration Role
- Experience in Group Risk, Medical, Pensions and Employee Benefits
**Qualifications**:
- RDR compliant qualifications preferred
- Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position
Skills / Personal Attributes
- Excellent communication and interpersonal skills
- Excellent telephone skills
- Relationship building skills
- Computer literate
- Honesty and integrity
- Ability to work as part as a team and unsupervised
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