Job Description
The purpose of this role is to independently manage an agreed portfolio of clients in relation to their insured group pension benefits.
- You will be managing a portfolio of Tier 1 & Tier 2 group pension clients in relation to their insured group pension benefits.
- Liaising with life assurance companies, clients, consultants and third parties
- Acting as first point of contact for the client in respect of their group pension queries
- Processing insured group pension annual renewals from pre-renewal to issuing final renewal documentation (Annual Member Benefit Statements & Trustee Annual Report)
- Collate TAR backup and answer audit queries (if required)
- Liaise with the WTW group risk administrator where required when processing scheme renewals / member claims
- Managing the workflow system
- Liaising with the client and insurance company on:
- Leaving Service Option Statements
- Member Fund Switches
- Monthly Contributions
- New Entrants
- Refund of Contributions (Employer and Employee)
- Transfers In (exclusive of overseas transfers)
- Transfers Out (exclusive of overseas transfers)
- Standard Retirements
- Dealing with PAOs
- Processing death claims & liaising with the group risk administrator where required
- Ensuring regulatory requirements, compliance deadlines and service level agreements are adhered to throughout daily processes
- Managing client correspondence (In and Out)
- Manage confidential information
- Adhering to all data protection requirements
- Attend client meetings / conference calls as required
- Complex consultant queries
- Training of new staff