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

Required Knowledge, Skills, and Abilities

• QFA qualified
• Experience of pensions is essential, ideally in a brokerage
• Excellent PC skills - Microsoft Packages
• Be able to work with all levels of personnel
• Excellent communication skills (written & verbal)
• Ability to priorities and work under time pressures
• Good attention to detail