- Posted 21 May 2024
- Salary£25000.00 - £30000.00 per annum + Excellent benefits package
- LocationGlasgow
- Job type Permanent
- DisciplineFinancial Services
- Expiry 29 August 2024
- Reference38821_1716283684
Group Risk Technical Analyst
Job description
An exciting opportunity has arisen for an expeAn exciting opportunity has arisen for an experienced Group Risk Technical Analyst.
Remote working - you will be required to go into the Glasgow office once or twice a month
Role purpose:
To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
Responsibilities:
- Answering incoming telephone calls/ emails and responding to client enquiries
- Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
- Effectively managing administration of existing schemes including Flexible benefit schemes
- Sending out renewal invitations and request for client data
- Ensuring accuracy of client invoices prior to dispatch
- Checking accuracy of policy documents prior to dispatch
- Effectively managing administration of renewal process
- Preparing and comparing client data
- Managing the quotation process for market reviews and new business prospects
- Placing schemes on risk and ensuring smooth inception of new schemes
- Liaising with insurers to resolve claims & membership issues
- Keeping the Consultant team informed on ongoing queries/claims issues
- Providing ongoing feedback to facilitate quality process improvements
- Maintaining good working knowledge of Group Risk markets & products
- Using own initiative to assist Consultant team in pro-active manner
- Adhering to regulatory requirements at all times
- Working in accordance with GDPR/Data Protection and adhering to TCF at all times
Knowledge - Product knowledge and experience in all relevant areas of Group Risk benefits
- Anti-Money Laundering procedures and TCF
- Experience in dealing with Flex schemes
Qualifications - Preferably working towards or achieved GR1
Excellent salary and benefit package.
rienced Group Risk Technical Analyst.
Remote working - you will be required to go into the Glasgow office once or twice a month
Role purpose:
To provide support and assistance in the acquisition of new business and existing client retention in the most efficient and cost effective manner, within the laid down procedures.
Responsibilities: - Answering incoming telephone calls/ emails and responding to client enquiries
- Preparing business reports for Group Life, Group Income Protection & Group Critical Illness, including renewal and new business
- Effectively managing administration of existing schemes including Flexible benefit schemes
- Sending out renewal invitations and request for client data
- Ensuring accuracy of client invoices prior to dispatch
- Checking accuracy of policy documents prior to dispatch
- Effectively managing administration of renewal process
- Preparing and comparing client data
- Managing the quotation process for market reviews and new business prospects
- Placing schemes on risk and ensuring smooth inception of new schemes
- Liaising with insurers to resolve claims & membership issues
- Keeping the Consultant team informed on ongoing queries/claims issues
- Providing ongoing feedback to facilitate quality process improvements
- Maintaining good working knowledge of Group Risk markets & products
- Using own initiative to assist Consultant team in pro-active manner
- Adhering to regulatory requirements at all times
- Working in accordance with GDPR/Data Protection and adhering to TCF at all times
Knowledge - Product knowledge and experience in all relevant areas of Group Risk benefits
- Anti-Money Laundering procedures and TCF
- Experience in dealing with Flex schemes
Qualifications - Preferably working towards or achieved GR1
Excellent salary and benefit package.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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