EMPLOYEE BENEFITS ADMINISTRATOR - HYBRID - BIRMINGHAM

Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications.

YOU:

Ideally, we are looking for a candidate with experience of both Group Protection and Health & Wellbeing (such as PMI and Cash Plans) and/or Group Pensions (such as annual reviews, governance reports or employer pension uploads).
However, we will also consider candidates from IFA administrator background with some exposure to group products, and who now have a desire to further develop into Employee Benefits.
You will be an excellent communicator with a passion for delivering an outstanding level of service and the confidence to maintain and develop strong relationships with both existing and potential clients.

• Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking to completion
• Processing both Group Protection and Health & Wellbeing renewals and carrying out market reviews, using provider portals and arranging Group Pension annual review meetings
• Ensuring that client records are kept up to date and accurate.
• Lodging and producing invoices for corporate clients and chasing up aged debt when required.
• Preparing documentation, client recommendation reports and annual review correspondence.