Risk Technical Specialist
1 month ago
Job Title: Risk Technical Specialist
Job Summary: We are seeking a highly skilled Risk Technical Specialist to join our team at IDEX Consulting. As a Risk Technical Specialist, you will be responsible for 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 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 requests 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 a pro-active manner.
- Adhering to regulatory requirements at all times.
- Working in accordance with GDPR/Data Protection and adhering to TCF at all times.
Requirements:
- Product knowledge and experience in all relevant areas of Group Risk benefits.
- Anti-Money Laundering procedures and TCF.
- Experience in dealing with Flex schemes.
Qualifications:
- Preferably working towards or achieved GR1.
What We Offer:
Excellent salary and benefit package.
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