Job Description

• Obtaining quotations for Group renewals and to ensure that renewals are completed by the due date and sending off proposals to insurers
• Obtaining information with regard to client’s previous benefits and providing the consultant with the information to carry out the necessary transfer analysis.
• Providing support and preparing Auto Enrolments/Workforce Assessment reports to Consultant.
• Providing the consultant with any literature on insurers products, fact-finds quotations that may be required for the meetings.
• Dealing with any queries that may arise from meetings with the client and consultant, i.e. contribution levels, change of salaries, investment funds, dealing with change of addresses etc.
• Client contact with insurers when obtaining renewal information, quotations, following up application forms and any other query that they or we may have.

Required Knowledge, Skills, and Abilities

Experience in dealing with Group schemes is essential. Strong decision-making ability. Excellent attention to detail. Ability to communicate clearly and concisely via email, phone or face to face.