Senior Client Services Administrator

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.

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