13 Oct
IDEX Consulting
Glasgow
Job description
Job description
An exciting opportunity has arisen for an experienced Senior Group Risk Technical Analyst.
Role purpose :
- Provide day to day administration support and assistance to Group Risk clients
- Managing the quotation process for Market Reviews and New Business
- Liaising with the Consultants
Responsibilities :
- Preparing business reports for Group Risk products, including renewal and new business
- Supporting key clients by effectively managing administration of existing schemes including flexible benefits
- Sending out renewal invitations and request client data
- Preparing and comparing client data
- Effectively managing administration of renewal process
- Managing quotation process for market reviews and new business prospects
- Place schemes on risk and ensuring smooth inception
- Ensuring accuracy of client invoices / accounts / policy documents prior to dispatch
- Liaising with insurers to resolve claims & membership issues
- Identify and manage medical underwriting requirements
- Keeping Consultant Team informed on ongoing queries / claims issues
- Maintaining good working knowledge of Group Risk market & products
- Attend insurer and client meetings as required
- Mentoring and supporting more junior colleagues
- Adhering to regulatory requirements at all times
- Working in accordance with GDPR / Data Protection and adhering to TCF at all times
Key Skills
- Experience of working with Group Risk products - Life, Income Protection, Critical Illness, Death in Service Pension, Flex and Business Protection, including technical and complex schemes
- Good written and verbal communication skills
- Client focus and service
- Strong workload planning and organisation skills
- Ability to build and maintain effective relationships with clients, colleagues and key providers
- Ability to communicate and co-operate effectively within a team environment
- Understanding of relevant regulatory requirements
- Proficient in principal Microsoft Office applications
Qualifications :
- GR1 qualified or working towards
▶️ Senior Group Risk Technical Analyst
🖊️ IDEX Consulting
📍 Glasgow