Pensions Administrator

at  Cornmarket

WHO WE ARE

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

SKILLS KNOWLEDGE REQUIRED

• Previous experience in an administrative/customer service role preferable
• Strong IT Skills with good working knowledge of the MS office suite
• Ability to adapt and learn new tasks
• Proven track record in meeting and exceeding targets
• Ability to work to tight deadlines and prioritise tasks
• Excellent communication skills both written and verbal
• A keen eye for detail
• QFA exams desirable
• Knowledge of risk control regulatory environment
• Commercial awareness

ROLE PURPOSE

We are looking for a Pensions Administrator to join our Pensions and Investment Team. The Pensions Administrator will act as an administrative support to that of our Financial Consultant Team.

ACCOUNTABILITIES OF THE ROLE

• Process incoming new business applications using our Proposal tracking System, ensuring these are complete and compliant with defined checking questions.
• Issue life new business in accordance with the terms given by the underwriter.
• General administration tasks such as data entry/logging and scanning.
• Working to meet and exceed individual and team targets for both call volume and processing of new business.
• Ensure that allocated work is processed on time, in accordance with team individual SLA’s, and to an excellent quality.
• Compiling issuing new business document packs for customers, ensuring the content is correct and appropriate.
• Communicate with Life offices, customers and financial consultants regarding the progress of applications.
• Responsible for dealing with client queries in a professional and timely manner.
• Follow set procedures guidelines, identifying when it is necessary to escalate cases for alternative handling.
• Participate in team meetings, and suggest ways in which existing processes could improve.
• To comply with risk control and regulatory requirements that are relevant to this role.
• To maintain commercial awareness relevant to this role.