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Senior Group Risk Technical Analyst

Job description

An exciting opportunity has arisen for an experienced Senior Group Risk Technical Analyst.

Role purpose:

  • Provide day to day administration support and assistance to Group Risk clients
  • Managing the quotation process for Market Reviews and New Business
  • Liaising with the Consultants


  • Preparing business reports for Group Risk products, including renewal and new business
  • Supporting key clients by effectively managing administration of existing schemes including flexible benefits
  • Sending out renewal invitations and request client data
  • Preparing and comparing client data
  • Effectively managing administration of renewal process
  • Managing quotation process for market reviews and new business prospects
  • Place schemes on risk and ensuring smooth inception
  • Ensuring accuracy of client invoices/accounts/policy documents prior to dispatch
  • Liaising with insurers to resolve claims & membership issues
  • Identify and manage medical underwriting requirements
  • Keeping Consultant Team informed on ongoing queries /claims issues
  • Maintaining good working knowledge of Group Risk market & products
  • Attend insurer and client meetings as required
  • Mentoring and supporting more junior colleagues
  • Adhering to regulatory requirements at all times
  • Working in accordance with GDPR/Data Protection and adhering to TCF at all times

Key Skills

  • Experience of working with Group Risk products - Life, Income Protection, Critical Illness, Death in Service Pension, Flex and Business Protection, including technical and complex schemes
  • Good written and verbal communication skills
  • Client focus and service
  • Strong workload planning and organisation skills
  • Ability to build and maintain effective relationships with clients, colleagues and key providers
  • Ability to communicate and co-operate effectively within a team environment
  • Understanding of relevant regulatory requirements
  • Proficient in principal Microsoft Office applications


  • GR1 qualified or working towards

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.