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Employee Benefits Coordinator
2 months ago
We are seeking an experienced Administrator to join our International Employee Benefits team at a leading firm of Chartered Financial Planners. The successful candidate will report directly to the Scheme Manager and be responsible for ensuring the smooth running of various employee benefits and group pension schemes for corporate and individual clients.
Key Responsibilities- New business applications, including following cases through to issue and payment
- Day-to-day queries from scheme members, employers, and/or HR
- Referring issues or technical queries to Client Relationship Managers (CRMs)
- Requesting, checking, and issuing illustrations for scheme members
- Processing and recording changes to members' personal details
- Checking and issuing policy documents to scheme members
- Processing scheme leavers and joiners
- Issuing annual statements to scheme members
- Uploading monthly GPP premiums on product provider systems
- Processing group scheme renewals, including requesting and checking quotes and aiding CRMs in negotiating rates with providers
- Preparing and issuing invoices to employers
- Liaising with product providers, clients, and advisers as necessary
- Ensuring new and existing records, both computerized and manual, are kept up to date
- Setting up clients on online benefits portals
- Managing and updating online benefits portals with new joiners and member changes
- Running monthly reports from online benefits portals
- Assisting with monitoring of divisional Aged Debt reports
The successful candidate will have previous experience working as an Administrator within a Financial Services environment, either from an IFA or Provider background. They will have solid communication and articulation skills, as well as a high level of competency in Excel and strong technical skills. A can-do attitude and a willingness to learn and invest time to maximize their own potential are essential.
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