Our client is looking for a Corporate Benefits Administrator to join their growing team. The successful individual will provide a full comprehensive administration support to Consultants and Advisors, administering group risk and medical insurances.

The ideal candidate will work from home with 1 day a quarter to go the head office in Birmingham.

Key accountabilities include

• Renewal andbroking of group schemes
  • Liaising with product providers, obtaining quotes and negotiating preferred terms
  • Input plan details into client database
  • Prepare relevant documentation and suitability reports
• Client documentation and diary entries
  • Scan all documents and emails provided into the client database
  • Add activity entries and workflows
• Compliance
  • Check all anti money laundering information is current and relevant checks have taken place (e.g. Companies House search)
  • Check documents and agreements are signed and dated
• Client/Advisor/provider requests
  • Obtain illustrations, application forms, key and supporting documentation
• New business submission
  • Submit applications on time
  • Track new business and current position, updating Planner accordingly
• Other duties
  • Accurate activity management through client database

Person specification

Knowledge

• Experience in pension, group risk, medical and other corporate benefits administration
• Excellent technical and legislative understanding of DC pensions, group risk and group PMI
• Knowledge of wellbeing principles and associated benefits
• Understanding of online benefits and technology

Experience

• Minimum 3 years' experience working in a financial services administration role
• Experience in group risk, medical, pensions and employee benefits

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