Life Insurance Support
4 days ago
Cornmarket Group Financial Services Ltd is committed to delivering exceptional financial services to public servants and their families. Our team of experts has a deep understanding of the public sector's unique needs and offers a comprehensive range of financial products and services.
About the Role:
We are seeking a highly skilled Pension Administrator to join our Pensions and Investment Team. As an administrative support to our Financial Consultant Team, you will be responsible for processing incoming new business applications, issuing life new business, and performing general administration tasks.
Key Responsibilities:
- Process new business applications using our proposal tracking system, ensuring completeness and compliance with defined checking questions
- Issue life new business according to underwriter terms
- Perform data entry, logging, and scanning tasks as required
- Meet and exceed individual and team targets for call volume and processing of new business
- Ensure timely completion of allocated work, adhering to team and individual SLAs, and maintaining excellent quality
- Compile and issue new business document packs for customers, ensuring accuracy and relevance
- Communicate with Life offices, customers, and financial consultants regarding application progress
- Respond to client queries in a professional and timely manner
- Follow established procedures and guidelines, escalating cases when necessary
- Participate in team meetings and suggest process improvements
Requirements:
- Previous experience in an administrative or customer service role is preferred
- Strong IT skills, including good working knowledge of the MS Office suite
- Ability to adapt to new tasks and responsibilities
- Proven track record in meeting and exceeding targets
- Excellent communication and organizational skills
- A keen eye for detail
Our Benefits:
- Flexible working options as part of our Cornmarket Flex ways of working
- Investments in your professional development, including insurance qualifications and relevant professional certifications
- Annual leave and flexi leave options
- Attractive pension contribution rates
- Health insurance or wellness subsidy
- Fully paid family leave types
- Performance-based bonus/commission
- Income protection and life cover
- Discounts on financial products
- Comprehensive health and wellbeing programme
- Employee Assistance Programme
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