The vacancy
Role Purpose
1. Provide day to day administration support and assistance to healthcare clients
2. Liaising with the internal client relationship managers
Key Accountabilities
3. Preparing business reports for Private Medical Insurance & supplementary healthcare products, including renewal and new business
4. Effectively managing administration of existing schemes including membership additions, deletions and general amendments
5. Answering incoming telephone calls / emails and responding to client enquiries
6. Ensuring accuracy of client invoices prior to dispatch
7. Effectively managing administration of renewal process
8. Preparing and updating Group Secretary Reports
9. Managing quotation process for market reviews and new business prospects
10. Ensuring smooth inception of new schemes
11. Liaising with insurers to resolve claims & membership issues
12. Keeping Sales Team informed on ongoing queries /claims issues
13. Providing ongoing feedback to facilitate quality process improvements
14. Ensuring attention to detail in all aspects of role
15. Maintaining good working knowledge of healthcare market & products
16. Using own initiative to assist Sales Team in pro-active manner
17. Adhering to regulatory requirements at all times
18. Working in accordance with Data Protection and adhering to TCF at all times
19. Other ad hoc tasks as required
Technical Knowledge and Professional Qualifications
Key Skills
20. Analytical and numeracy ability
21. Accuracy and attention to detail
22. Communication both written and oral
23. Client focus and service
24. Strong planning & organising
25. Relationship building
26. Team player
27. Microsoft Office applications
Knowledge
28. Product knowledge and experience in all relevant areas of healthcare benefits
29. All relevant practices and disciplines relating to healthcare benefits
30. Anti-Money Laundering procedures – identifying and reporting suspicious transactions /activities
31. Current and future financial legislation and regulation and their developments
32. Full understanding of the procedures relating to the different categories of business and ensure they conform to regulatory and the Firm’s standards
Recommended
33. Preferred IF7
Overarching Obligations
34. Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
35. Achieve a good standard of ethical behaviour, do the right thing at all times.
36. Comply with all relevant professional standards.
37. Comply with the FCA’s requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.