We are delighted to be working with an award winning Chartered Financial Planning firm based in East England.
This firm have recently been awarded “Best Employer in the Eastern Region” The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Experienced Group Risk scheme Administrator to join the support team.
The Role
- To undertake a lead support role to the Employee Benefits Consultants and Directors to ensure clients receive a consistent, high level of service and support.
- To ensure that client records are up to date and that internal systems and processes are followed.
- Support and develop junior team members to enable them to be as efficient and effective as possible.
Key Responsibilities
- Ensure a clear audit trail is maintained for all client records
- Ensure timely delivery of employee benefits scheme processing for group risk, group private medical insurance and other schemes/policies as required
- Provide administrative support for new, existing and complex schemes e.g. employee announcement letters
- Manage annual renewal and market reviews for all existing group risk schemes and healthcare schemes
- Prioritise and process group risk claims and healthcare claims queries and keep client and consultant up to date with progress
- Ensure bespoke compliance documents are accurate and up to date
- Organise and prepare for client pre renewal meetings
- Complete follow up actions from client meetings in line with instructions from Consultant, liaising with both client, insurer and provider as required
- Check and issue Policy Documentation
- Assist clients with the implementation of Employee Assistance Programmes
- Provide new business quotations for group risk and healthcare schemes
- Process Joiners, Leavers and answer client queries on healthcare schemes
- Issue monthly insurer invoices and updates to clients
- Draft proposition documents, reports and presentations for consultants
- Provide feedback to consultants, keeping them up to date
- Support, train and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client.
- Undertake project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are updated and in the right place, workflow management.
About You
- At least 2/3 years experience within a similar role
Knowledge of
- Private Medical Insurance, Group Travel, Group Dental, Cash plans, Group Life, Group Income Protection and Group Critical Illness Schemes & Employee Assistance Programmes, Insurance offers, Insurance systems
Skills Required
- Attention to detail/accuracy
- Data management
- Analytical
- Good organisation and prioritisation skills
- Time management
- Team working
- Ability to build and maintain relationships
- Communication – written and verbal
Essential Qualifications
- R01 Financial Services, Regulation and ethics
- IF7 Healthcare
- GR1 Group Risk
Benefits & Rewards
- Competitive Salary
- Bonus scheme, after 12 months service – minimum £2,000 pa plus a company performance element
- 5% employer and 3% employee Pension Contribution
- Private Medical Insurance available – paid by employee
- Life Cover, 4 x salary
- Income Protection
- Health Cashplan
- Employee Assistance Programme
- 25 days holiday + Christmas to New Year shut down + 1 day for Birthday + 1 day for Volunteering (subject to line anager approval)
- 35 hour week, 9 - 5pm
- Professional Subscriptions, Exams and Study Resources paid for
- Cycle to Work Scheme
Initially this role will be fully office based to enable appropriate training and development to take place but once established there would be an option to work up to 2 days a week from home.
Senior Group Risk and Healthcare Administrator, Ipswich (BW-1815)