An exciting opportunity has arisen for an expeAn exciting opportunity has arisen for an experienced Group Risk Technical Analyst.
Remote working - you will be required to go into the Glasgow office once or twice a month
Role purpose:
To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
Responsibilities:
* Answering incoming telephone calls/ emails and responding to client enquiries
* Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
* Effectively managing administration of existing schemes including Flexible benefit schemes
* Sending out renewal invitations and request for client data
* Ensuring accuracy of client invoices prior to dispatch
* Checking accuracy of policy documents prior to dispatch
* Effectively managing administration of renewal process
* Preparing and comparing client data
* Managing the quotation process for market reviews and new business prospects
* Placing schemes on risk and ensuring smooth inception of new schemes
* Liaising with insurers to resolve claims & membership issues
* Keeping the Consultant team informed on ongoing queries/claims issues
* Providing ongoing feedback to facilitate quality process improvements
* Maintaining good working knowledge of Group Risk markets & products
* Using own initiative to assist Consultant team in pro-active manner
* Adhering to regulatory requirements at all times
* Working in accordance with GDPR/Data Protection and adhering to TCF at all times
Knowledge
* Product knowledge and experience in all relevant areas of Group Risk benefits
* Anti-Money Laundering procedures and TCF
* Experience in dealing with Flex schemes
Qualifications
* Preferably working towards or achieved GR1
Excellent salary and benefit package.
rienced Group Risk Technical Analyst.
Remote working - you will be required to go into the Glasgow office once or twice a month
Role purpose:
To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
Responsibilities:
* Answering incoming telephone calls/ emails and responding to client enquiries
* Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
* Effectively managing administration of existing schemes including Flexible benefit schemes
* Sending out renewal invitations and request for client data
* Ensuring accuracy of client invoices prior to dispatch
* Checking accuracy of policy documents prior to dispatch
* Effectively managing administration of renewal process
* Preparing and comparing client data
* Managing the quotation process for market reviews and new business prospects
* Placing schemes on risk and ensuring smooth inception of new schemes
* Liaising with insurers to resolve claims & membership issues
* Keeping the Consultant team informed on ongoing queries/claims issues
* Providing ongoing feedback to facilitate quality process improvements
* Maintaining good working knowledge of Group Risk markets & products
* Using own initiative to assist Consultant team in pro-active manner
* Adhering to regulatory requirements at all times
* Working in accordance with GDPR/Data Protection and adhering to TCF at all times
Knowledge
* Product knowledge and experience in all relevant areas of Group Risk benefits
* Anti-Money Laundering procedures and TCF
* Experience in dealing with Flex schemes
Qualifications
* Preferably working towards or achieved GR1
Excellent salary and benefit package.
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