Our clients are a highly regarded Wealth Management and employee benefits global business. From humble beginnings in the 1980’s now employing over 70 members.
They require a Senior Client Servicing Administrator for their office close to Chester.
Requirements of the role:
* New business applications (following cases through to issue and payment)
* Claims processing
* Day to day queries from scheme members, employers and/or HR
* Referring any issues/technical queries to Client Relationship Manager (CRM)
* Process and record changes to members personal details
* Checking and issue of policy documents to scheme members
* Processing scheme leavers and joiners
* Issue of annual statements to scheme members
* Upload monthly GPP premiums on product provider systems
* Process group scheme renewals, including requesting and checking quotes and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
* Preparation and issue of invoices to employer
* Liaising with product providers, clients and CRMs as necessary
* Ensure that new and existing records, both computerised and manual, are kept up to date
* Set up clients on online benefits portal
* Manage and update online benefits portal with new joiners and member changes
There are long term career progression opportunities as well as ongoing qualifications and incentives.<...