Job Opportunity
We are seeking a highly skilled Life and Pensions Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional service to our clients by managing the administration of their life insurance policies.
Key Responsibilities:
* Documentation Management: Prepare new business documentation and manage cases through to policy issuance.
* Authority Processing: Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately.
* Client Onboarding: Manage client onboarding, including Anti-Money Laundering (AML) verification and preparation of full compliance files.
* Policy Servicing: Prepare Client Summary Reports, policy summaries, and supporting documentation for advisor and client review.
* Claims Administration: Administer retirement, death, and serious illness claims through to completion.
* Record Maintenance: Maintain accurate client and company records using Business Information Systems (BIS), Customer Relationship Management (CRM) systems, and life company portals.
* Communication: Respond promptly and professionally to client and provider queries via phone, email, and in person.
* Collaboration: Collaborate closely with colleagues and advisors to enhance workflow efficiency and improve the client experience.
* Compliance: Ensure full compliance with all regulatory requirements and internal policies.
This is an excellent opportunity for a motivated and detail-oriented individual to grow their career in a dynamic and supportive environment.