Administrator - Group Risk and Pensions

North Oak Recruitment Ltd
07 Sep 2017
05 Oct 2017
Job Type
Contract Type

Administrator - Group Risk and Group Pensions

Attractive Salary - negotiable

Warwick (our ref AL754)

Our client is a national IFA and employee benefits organisation and they are now looking to appoint 2 experienced Corporate Administrators to join their existing team.

The Role:

  • Liaise with employers to obtain employee data
  • Prepare and submit data to Group Scheme providers
  • Gather all new business and renewal documents
  • Check validity of all documents
  • Scan and upload client files and documents relating to new business and renewals
  • Add new business schemes/plans to Intelligent Office
  • Deal with all incoming documentation for their select team of advisors
  • Amend client/scheme/plan details on Intelligent Office
  • Business chase all outstanding new business applications and renewals
  • Obtain business protection illustrations from providers or via comparison portals
  • Submit on-line business protection applications to providers
  • Letter writing to clients, providers and advisors
  • Telephone clients, providers and advisors with queries and answers
  • Respond to all queries from clients, providers and advisors
  • Answer incoming phone calls
  • Encourage additional new business when opportunity arises

Knowledge Required

  • Basic knowledge of the employee benefits and corporate pensions market including products and services.
  • Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role.

Essential skills required:

  • IT literate, including all Microsoft Packages
  • Confidence to deal effectively with clients, colleagues and product providers
  • Ability to efficiently manage priorities and workloads
  • Ability to stick to strict deadlines
  • Self motivated & Customer focused
  • Ability to promote a team spirit and sense of purpose
  • Problem solving & Decision-making

Desirable Skills:

  • Experience of Intelligent Office
  • Experience of Protection Comparison Quotation Systems - e.g. IRESS, Assureweb, LifeQuote
  • Experience of accessing Provider Extranet sites for Group Risk/Group Pension Schemes

If this role is of interest please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.