Pre-Review Administrator (INDIG) Orpington, England
| Salary: | GBP20000 - GBP25000 per annum |
Job Title: Administrator – Pre Review Team
Reports To: Pre Review Team Leader
Role Summary: General administration duties relating to the process of gathering Pension information. Dealing with clients and Insurance Companies on the telephone and electronically in a professional manner. Managing and prioritising workload.
We are currently looking to support our client with the following vacancy and can offer a temp to perm package based on the successful completion of a 12 week temp probation period prior to being offered a permanent placement with our client. The office is a great and vibrant place to work and offers many brilliant benefits and incentives to their employees.
Duties and Responsibilities
• Daily management and prioritising of your workloads and diaries.
• Sending request letters to Pension Schemes for a breakdown of information on clients Final Salary, Personal and Workplace Pensions
• Regular chasing of the Pension Schemes to provide the above information either by phone or email.
• Labelling up of the Pension Information once received to determine what is received and what is outstanding and adjusting the relevant chasers.
• Gathering and documenting Workplace and additional Pension Scheme information
• Monitoring of the teams daily emails
• Scanning of the daily post and attaching to clients files
• Liaising with the Review and Quotes & Suits team over outstanding information
• Basic understanding of Complaints
• Comply with all security and confidentiality policies
Skills and Knowledge:
• Good time management skills and ability to multi-task and prioritise work.
• Attention to detail and problem-solving skills
• Good written and verbal communication skills
• General knowledge of pensions
Be able to:
• Use excel spreadsheets
• Use Microsoft Word
• Use Salesforce database
• Use Information Technology
Key Performance Indicators
• Service Standards
• Quality
• Treating Customers Fairly
Offering competitive rates and a quick start if the suitable candidate is found.
INDIG