Health Care Officer
Full Time
Job Description
- Proactive and efficient administration of Healthcare schemes through direct support to Consultants and Clients with regards to Healthcare schemes. This will involve regular client, Consultant and provider contact and back office administration
- Provide a professional high quality administration service to all clients, colleagues and other third parties
- Work individually and as part of a team to deliver work in an efficient and timely manner
- To not only meet but to exceed both internal and external client expectations
- Support one or more Consultants in their efforts to:
- Maintain client loyalty and existing business retention
- Comply with all regulatory requirements
- Develop internal and external relationships to assist in providing an efficient service to clients and manage their expectations on work being undertaken, taking into account income being received and the agreed service levels to be provided
- Liaise with colleagues, other departments, clients and product providers to ensure that requirements of the business and agreed deadlines are met
- Working in a team to provide a first class administration service to both internal and external clients, and accept a shared responsibility for colleagues’ workloads to ensure that workload imbalances are managed effectively and do not impact negatively on customer service
- Work at all times in accordance with our procedures and Healthcare Sales processes, and recommend improvements in processes and procedures to deal with clients more efficiently and cost effectively
- Process new business applications and schemes in accordance with published procedures, and take a shared responsibility for ensuring that suitability report, fact find and anti-money laundering procedures are properly followed
- Dealing with clients and colleagues in writing and on the telephone in a professional manner
- Ensure all client requirements are dealt with promptly and records updated
- General day-to-day administration, ensuring all forms of post are dealt with accurately and efficiently
- Organize and manage own workload to provide a consistent, high quality service through peaks of pressure. Maintain and use effective diary systems
- Ensure work is completed accurately and to quality standards
- Priorities and take proactive responsibility for own workload in accordance with the published procedures, including taking ownership of tasks and enquiries, identifying problems and suggesting solutions
- Keep consultants and line management updated with progress towards agreed deadlines, and communicate clearly in all directions on work related matters
- Ensure all records – particularly Adviser Office software – are kept up to date reflecting current scheme/client information and a complete history of correspondence is evident for each task carried out
- Maintaining an awareness of service levels provided to the client and managing work load
- Assist with identifying where client profitability could be improved or new business opportunities for the Consultants to follow up
- Providing information to internal sources with regards to client’s when requested
- Adhere to the Company’s Training and Competency Scheme
- Undertake appropriate CPD as agreed during Performance Reviews to maintain and enhance knowledge and skills
- Ensure all work carried out and all communications with clients are in accordance with our compliance procedures and anti-money laundering procedures are followed
- Carry out duties within our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business
Required Knowledge, Skills, and Abilities
- Evidence of Continuing Professional Development
- Some Healthcare knowledge will be required although this aspect will be developed over time with training
- Keep up to date with industry changes and regulation via Compliance bulletins, technical updates
- IT literate – Microsoft Office (Excel, Word) and relevant internal systems/databases
- Familiar with Adviser Office administration systems
- Ensures that individually and as a firm we “Treat Customers Fairly”
- Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
- Demonstrable experience in Healthcare administration
- Proven Financial Services administration experience
- Strong verbal and written communication skills at all levels, both internally and externally
- High level of accuracy and attention to detail in all areas of work
- Excellent organization skills, with ability to work to tight deadlines and manage multiple tasks
- Eligible to work in the UK
Reference no: 85585