Senior Technical Analyst

4 weeks ago

Glasgow, United Kingdom Broadstone Full time

The vacancy

Role Purpose

Provide day to day administration support and assistance to Group Risk clients Managing the quotation process for Market Reviews and New Business Liaising with the Consultants Always adhering to Broadstone compliance processes.

Key Accountabilities

Preparing business reports for Group Risk products, including renewal and new business Supporting key clients by effectively managing administration of existing schemes including flexible benefits Sending out renewal invitations and request client data Preparing and comparing client data Effectively managing administration of renewal process Managing quotation process for market reviews and new business prospects Place schemes on risk and ensuring smooth inception Ensuring accuracy of client invoices/accounts/policy documents prior to dispatch Liaising with insurers to resolve claims & membership issues Identify and manage medical underwriting requirements Keeping Consultant Team informed on ongoing queries /claims issues Using own initiative to assist Consultant Team in pro-active manner Providing ongoing feedback to facilitate quality process improvements Answering incoming telephone calls/emails and responding to client enquiries Ensuring attention to detail in all aspects of role Maintaining good working knowledge of Group Risk market & products Attend insurer and client meetings as required Mentoring and supporting more junior colleagues Adhering to regulatory requirements at all times Working in accordance with GDPR/Data Protection and adhering to TCF at all times Other ad hoc tasks as required

Technical Knowledge and Professional Qualifications

Key Skills

Experience of working with Group Risk products - Life, Income Protection, Critical Illness, Death in Service Pension, Flex and Business Protection, including technical and complex schemes Ability to work to consistently high standards of accuracy and attention to detail High level of analytical and numeracy Good written and verbal communication skills Client focus and service Strong workload planning and organisation skills Ability to build and maintain effective relationships with clients, colleagues and key providers Ability to communicate and co-operate effectively within a team environment Understanding of relevant regulatory requirements Proficient in principal Microsoft Office applications

Recommended Professional Qualifications

GR1

Overarching Obligations

Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures. Achieve a good standard of ethical behaviour, do the right thing at all times. Comply with all relevant professional standards. Comply with the FCA’s requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.

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