Employee Benefits Administrator

www.topfinancialjobs.co.uk - Jobboard; Nottingham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading independent financial advice firm is seeking an Employee Benefits Administrator in Nottingham or Warwick. This role involves providing high-quality support on Group Schemes and Employee Benefit Solutions, with responsibilities including managing client communications and processing renewals. Ideal candidates will have industry knowledge and excellent communication skills.

Qualifications

• Industry knowledge of Group Risk, Group Life, PMI, and Group Pension renewals.
• Experience dealing face-to-face with clients is advantageous.

Responsibilities

• Produce Pension Governance scheme information.
• Analyze clients' circumstances, needs, and objectives.
• Manage day-to-day account activities and liaise with operational contacts.

Skills

Communication

Time Management

Prioritization

Tools

Intelligent Office

Job description

Employee Benefits Administrator
Nottingham OR Warwick
Salary up to 30,000
Hybrid working

NJR is working with one of the UK's leading independent financial advice firms, offering an exciting opportunity for an Employee Benefits Administrator to join their team based in Warwick or Nottingham. You will provide high-quality, proactive support to consultants advising on Group Schemes and Employee Benefit Solutions.

Your main responsibilities will include:

1. Producing Pension Governance scheme information
2. Analyzing clients' circumstances, needs, and objectives
3. Providing research and discussion documents
4. Creating, updating, and tracking all leads for pension referrals
5. Acting as the provider contact for client information
6. Creating client letters through mail merge and managing inbox tracking for responses
7. Obtaining quotations, key features, applications, and relevant paperwork for adviser meetings
8. Processing renewals of Employee Benefit Schemes, including checking and issuing annual accounts
9. Drafting employee/scheme member communications
10. Managing day-to-day account activities and liaising with key operational contacts at employers
11. Consulting with employers to obtain employee data and submitting it to providers for new business or renewal terms
12. Using Intelligent Office to highlight upcoming Group Risk, Group Life, PMI, and Group Pension renewals or reviews
13. Creating and maintaining accurate client and plan records on Intelligent Office
14. Ensuring all documentation and correspondence are uploaded correctly and properly named
15. Creating, managing, and completing tasks on Intelligent Office following company procedures
16. Handling incoming calls and correspondence efficiently and appropriately

The ideal candidate will have industry knowledge and experience with products such as Group Risk, Group Life, PMI, and Group Pension renewals. Excellent communication skills, both written and verbal, along with good time management and prioritization skills, are essential. Experience dealing face-to-face with clients would be advantageous.

This is a fantastic opportunity for an ambitious and experienced administrator to develop their career in the employee benefits sector.

If you are interested, please apply online or contact one of our specialist consultants quoting reference NJR15751.