Description:
A Life Services Administrator's primary responsibility it is to ensure that incoming new business proposals are checked and processed in accordance with set procedures, acting as an administrative support to our Financial Consultant team. Life Services Administrators are also responsible for handling queries and processing instructions from our new and existing clients in a manner which is efficient, effective, and compliant and with the ethos 'Customer First' in mind.
What We Can Offer You?
- Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
- Annual leave (increases based on service)
- Flexi leave (option to take additional annual leave)
- Attractive flexible pension contribution rates
- Health insurance or wellness subsidy
- Fully paid family leave types (maternity/paternity/surrogacy)
- Performance based bonus/commission
- Income protection
- Life cover
- Discounts on financial products
- Comprehensive health wellbeing programme
- Employee Assistance Programme
- Active Sports Social Club
- Flexi Time (Longer week days and half day on a Friday)
Accountabilities Of The Role
- Process incoming new business applications using our proposal tracking system, ensuring these are complete and compliant with defined checking questions
- Issue life new business in accordance with the terms given by the underwriter
- Provide information to customers regarding their eligibility, cover/benefits, premiums, and options associated with same in a professional and timely manner
- Process incoming correspondence and documentation effectively and efficiently within service level agreements
- General administration tasks such as data entry, logging and scanning
- Work to meet and exceed both individual and team targets for both call volume and processing of new business
- Deal with client queries and requests in a professional and timely manner
- Follow set procedures and guidelines, identifying when it is necessary to escalate cases for alternative handling or manager’s advice
- Communicate with Life offices, customers and financial consultants regarding the progress of applications
- Comply with risk control and regulatory requirements that are relevant to this role
- Maintain commercial awareness relevant to this role
Skills Knowledge Required
- Previous experience in an administrative or customer service role preferable
- Strong communication skills- listening, verbal and written
- Strong IT Skills with a good working knowledge of the MS office suite
- Ability to adapt to and learn new tasks
- Proven track record in meeting and exceeding targets
- High level of motivation for processing large volumes in line with routine procedure
- Ability to work to tight deadlines and prioritise tasks
- A keen eye for detail
- QFA exams desirable but not essential
- Knowledge of risk control regulatory environment
- Commercial awareness