Protection and Healthcare Administrator
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Job Type | Permanent Full Time |
Area | Surrey, UK |
Sector | Financial Services |
Salary | £26,000 |
Start Date | ASAP |
Advertiser | Lloyd Recruitment |
Telephone | 01372818299 |
Job Ref | LO 11145 |
- Description
- Protection & Healthcare Administrator
Location : Croydon
Job Purpose
The Protection & Healthcare Administrator role is key in delivering exceptional service to clients with benefits including Group Life, Income Protection and Private Medical policies.
Key Tasks and Responsibilities
Delivery of administrative services to clients within an assigned individual portfolio;
Driving renewal and rebroke processes by requesting and checking client data in advance of anniversary dates;
Requesting, collating and reviewing quotations associated to new and existing Protection and Healthcare benefits;
Checking scheme accounts prior to issue to clients, and resolving any anomalies with providers;
Ensuring clients settle premiums within timeframes set by providers;
Safeguarding clients by ensuring benefit cover remains in place for all appropriate employees at all times, and flagging any issues with consultants or management;
Controlling joiner, leaver and claims processes in line with set timescales;
Ensuring outstanding actions with clients and providers are regularly chased, with appropriate updates issued to clients and consultants;
Providing ongoing support to clients by answering queries within set service timeframes;
Maintenance of administrative systems to ensure accurate client data is held at all times;
Provision of Management Information relating to clients and processes as requested;
Building and maintaining positive working relationships with clients, internal and external teams, and attending meetings where required;
Being compliant in all activities in accordance with regulations and standards of the FCA, OFCOM, the Pensions Regulator and any other relevant regulatory bodies;
Qualifications, Experience and Skills
At least one year’s experience within a Protection and/or Healthcare-based role;
Track record of working within client servicing roles;
IT literate and experienced with Microsoft Office Suite (especially Excel, Word, Outlook and Sharepoint);
Advantageous but not essential – working towards financial diploma, particularly completion of GR1.
Personal Skills and Competencies
A professional, positive and approachable demeanour with a desire to help people;
A fantastic work ethic with the confidence and personal skills to develop relationships with colleagues and clients;
An enthusiastic approach to change and the ability to embed it successfully within others;
An exceptional eye for detail, meticulous and methodical with a high level of accuracy – even when completing tasks under pressure or to tight deadlines;
Excellent communication skills, both written and verbal, with good tone and excellent grammar;
Highly organised with the ability to multi-task and prioritise delivery within the defined quality requirements in a varied environment;
Reliable, teachable, adaptable and a keen and quick learner.
NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.