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Risk Technical Specialist
2 months ago
At IDEX Consulting, we are seeking a highly skilled Risk Technical Specialist to join our team. As a Risk Technical Specialist, you will play a crucial role in providing support and assistance in the acquisition of new business and existing client retention in the most efficient and cost-effective manner.
Key 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
- Product knowledge and experience in all relevant areas of Group Risk benefits
- Anti-Money Laundering procedures and TCF
- Experience in dealing with Flex schemes
- Preferably working towards or achieved GR1
We offer an excellent salary and benefit package. If you are a motivated and experienced Risk Technical Specialist looking for a new challenge, please visit our website for further information on how to apply.