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- Provide day to day administration support and assistance to Group Risk clients
- Managing the quotation process for Market Reviews and New Business
- Liaising with the Consultants
- Always adhering to Broadstone compliance processes.
- Preparing business reports for Group Risk products, including renewal and new business
- Supporting key clients by effectively managing administration of existing schemes including flexible benefits
- Sending out renewal invitations and request client data
- Preparing and comparing client data
- Effectively managing administration of renewal process
- Managing quotation process for market reviews and new business prospects
- Place schemes on risk and ensuring smooth inception
- Ensuring accuracy of client invoices/accounts/policy documents prior to dispatch
- Liaising with insurers to resolve claims & membership issues
- Identify and manage medical underwriting requirements
- Keeping Consultant Team informed on ongoing queries /claims issues
- Using own initiative to assist Consultant Team in pro-active manner
- Providing ongoing feedback to facilitate quality process improvements
- Answering incoming telephone calls/emails and responding to client enquiries
- Ensuring attention to detail in all aspects of role
- Maintaining good working knowledge of Group Risk market & products
- Attend insurer and client meetings as required
- Mentoring and supporting more junior colleagues
- Adhering to regulatory requirements at all times
- Working in accordance with GDPR/Data Protection and adhering to TCF at all times
- Other ad hoc tasks as required
- Experience of working with Group Risk products - Life, Income Protection, Critical Illness, Death in Service Pension, Flex and Business Protection, including technical and complex schemes
- Ability to work to consistently high standards of accuracy and attention to detail
- High level of analytical and numeracy
- Good written and verbal communication skills
- Client focus and service
- Strong workload planning and organisation skills
- Ability to build and maintain effective relationships with clients, colleagues and key providers
- Ability to communicate and co-operate effectively within a team environment
- Understanding of relevant regulatory requirements
- Proficient in principal Microsoft Office applications
- GR1
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
- Achieve a good standard of ethical behaviour, do the right thing at all times.
- Comply with all relevant professional standards.
- Comply with the FCA's requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.
Senior Technical Analyst - Glasgow, United Kingdom - Broadstone
Description
The vacancy
Role Purpose
Key Accountabilities
Technical Knowledge and Professional Qualifications
Key Skills
Recommended Professional Qualifications
Overarching Obligations