Quantuma, Manchester, England, United Kingdom
Employee Benefits Administrator
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The role involves providing first‑class administration support to the Employee Benefits department, working together with a team of Advisers to deliver a positive professional experience for corporate clients, offering highly technical and qualified knowledge.
Key Duties
* Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.
* Be the key point of contact for corporate clients, keeping them informed during all stages of the lifecycle (new business, renewals) and available for queries.
* Issue Letters of Authority or Appointment and ensure all information is returned in a timely manner.
* Liaise with clients to obtain data required for quotation.
* Examine data to ensure it is compliant with scheme rules and client needs.
* Obtain quotations from providers at both new‑business and renewal stages.
* Collate quote results into comparisons for Advisers to sign off for recommendations.
* Analyse and format data to ensure compliance with scheme definitions and rules.
* Deal with the on‑risk and set up of new Employee Benefits Schemes, Renew or Switch schemes as directed by the Adviser team.
* Check and issue Policy Documents and Accounts.
* Process Joiners / Leavers to PMI in a timely manner.
* Provide analytics on clients for the Adviser team.
* Answer incoming call enquiries into the business in a professional manner and redirect where required.
* Check client fees, issue invoices and manage aged debt; ensure fees are recorded internally in line with processes and SLA.
Compliance
* Adhere to FCA regulations in accordance with our compliance procedures.
* With the Compliance Department, keep up to date with legislation and compliance matters.
* Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.
Relationships
* Develop and maintain good working relationships with Financial Advisers, colleagues and management to provide an efficient and effective service to the Adviser team and clients.
* Maintain an effective ongoing relationship with your bank of clients.
* Establish good ongoing working relationships with product providers.
Skills & Experience
* Experience within Employee Benefits administration.
* Proficient in Microsoft Office applications.
* Self‑motivation and organisational skills.
* A good level of numeracy and IT skills.
* A flexible approach to work.
Seniority level
Not Applicable
Employment type
Full‑time
Job function
Human Resources
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