Risk Technical Specialist

1 month ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

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:

  1. Answering incoming telephone calls and responding to client enquiries.
  2. Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business.
  3. Effectively managing administration of existing schemes including Flexible benefit schemes.
  4. Sending out renewal invitations and requests for client data.
  5. Ensuring accuracy of client invoices prior to dispatch.
  6. Checking accuracy of policy documents prior to dispatch.
  7. Effectively managing administration of renewal process.
  8. Preparing and comparing client data.
  9. Managing the quotation process for market reviews and new business prospects.
  10. Placing schemes on risk and ensuring smooth inception of new schemes.
  11. Liaising with insurers to resolve claims & membership issues.
  12. Keeping the Consultant team informed on ongoing queries/claims issues.
  13. Providing ongoing feedback to facilitate quality process improvements.
  14. Maintaining good working knowledge of Group Risk markets & products.
  15. Using own initiative to assist Consultant team in a pro-active manner.
  16. Adhering to regulatory requirements at all times.
  17. Working in accordance with GDPR/Data Protection and adhering to TCF at all times.

Requirements:

  1. Product knowledge and experience in all relevant areas of Group Risk benefits.
  2. Anti-Money Laundering procedures and TCF.
  3. Experience in dealing with Flex schemes.

Qualifications:

  1. Preferably working towards or achieved GR1.

What We Offer:

Excellent salary and benefit package.


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