- Competitive salary with benefits
- Hybrid working
- Experience of working in an office environment / Administration
Some of the responsibilities include :
- Processing of client, provider and adviser queries by email, letter and phone.
- Send relevant benefit invites and action any additions – notifying company of any changes to payroll.
- Maintain the company database, updating and action new joiners and leavers.
- Explain transfer process and send LOA.
- Arrange call with adviser if suitable and available to client based on company service agreement.
- Generating transfer paperwork and issuing to employee.
- Processing of Group Personal Pension monthly contributions.
- Communicate with existing and former clients, providers and advisers via e-mail, letter and phone.
- Correspond with advisers and employers to arrange employer meeting days.
- Generate meeting day paperwork/diary entries for adviser.
- Support employers/employees’ beneficiaries in benefit death claims for Pension/Life/Income
- Protection.
- Support employers/employees with any Private Medical Insurance claims/issues.
- Supporting employees with the auto-enrolment process, explaining the regulations and statutory
- amounts as chosen by the employer and helping action any opt outs.
- Obtain, check and issue invoices (PMI, GLA, GIP, Cash Plan & Dental). -
- Sending communications to employees regarding salary sacrifice, AE rate changes, claiming back
- Assisting with any relating queries around higher rate tax.