Job Details

Senior Client Services Administrator

Sector:Financial Services

Region : North West England

Location: Chester

Salary: neg DOE

Job Ref.: CL0703CSAAB

Job Information

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

 

The position offers exceptional holiday entitlement plus comprehensive benefits.

 

For a full job description and benefits package please contact Cameron James or apply on-line