Employee Benefits Technician (Trainee)

Job Objective:
To undertake Employee Benefits administration and support work as required under direction of senior colleagues and to assist with general duties within the department.

Duties & Responsibilities:
  • Maintenance of client records.
  • Preparation of electronic client files for reviews.
  • Assisting in client meetings, both in-house and at client premises.
  • Communication with clients.
  • Process client new/existing business and general client administration as required.
  • Produce recommendation letters/reports.
  • Undertake product and provider research including broking risk and insurance products.
  • Preparing necessary paperwork and forms for client meetings.
  • Communicate with product providers on case progress.
  • Compliance issues and record keeping.
  • Deal with any errors and mistakes and rectify these.
  • Understand; Dynamics CRM system, Curo, Adviser Office, Microsoft Office, and other technical software packages.
  • Good organisational and planning skills.
  • Keep a time record of work undertaken on behalf of clients.
  • Understand the advice process and the need for a commercial relationship with clients.
  • Strong communication skills and excellent analytical skills.
  • Good team player with a flexible approach.
  • Ensuring managers are kept informed of workloads.
  • Managing work to complete job in allocated time frame.
  • General office duties, e.g. filing, photocopying, etc

Knowledge, Skills & Qualifications:

It is useful to develop and make progress in relevant qualifications these could include: 
  • Certificate in Financial Services.
  • CIPD qualifications.
  • Relevant financial services qualifications; CII, PMI