Senior Client Services Administrator - Neston, United Kingdom - Cameron James

Description

Our clients are a highly regarded Wealth Management and employee benefits global business. From humble beginnings in the 1980's now employing over 70 members.

They require a Senior Client Servicing Administrator for their office close to Chester.

Requirements of the role:

• New business applications (following cases through to issue and payment)
• Claims processing
• Day to day queries from scheme members, employers and/or HR
• Referring any issues/technical queries to Client Relationship Manager (CRM)
• Process and record changes to members personal details
• Checking and issue of policy documents to scheme members
• Processing scheme leavers and joiners
• Issue of annual statements to scheme members
• Upload monthly GPP premiums on product provider systems
• Process group scheme renewals, including requesting and checking quotes and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
• Preparation and issue of invoices to employer
• Liaising with product providers, clients and CRMs as necessary
• Ensure that new and existing records, both computerised and manual, are kept up to date
• Set up clients on online benefits portal
• Manage and update online benefits portal with new joiners and member changes

There are long term career progression opportunities as well as ongoing qualifications and incentives.