Administrator Remote
Equiniti
Full Time
Remote
10.56 - 12.04 GBP Today
Job description
Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. We have 1,700 clients, make £160 billion worth of payments through our systems every year, hold records for 70 million shareholders, look after pension schemes for 8 million pension scheme members, and provide services which touch 28 million customers. Over a third of the UK population has dealt with Equiniti at some point during their lives.
Equiniti is a company that has been built with strong values at the very core of our offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovation are therefore at the heart of everything we do. We employ c.5000 people in the UK, India, Poland and the US.
Department Information
We are an Award winning, vibrant, hardworking, customer focused division that deal with new business for Canada Life’s innovative Guaranteed Annuity and Retirement Account products. We pride ourselves on delivering first class customer service and deal directly with both advisors and customers. We work to strict SLA’s and provide Canada Life with an exceptional level of service.
Role Summary
The post holder will provide an efficient, accurate and friendly service to all customer groups across the Canada Life product range focusing on the Retirement Account products. The services cover a wide range of activities including direct customer contact, new and existing business processing, agency administration, preparation of bespoke customer illustrations and general enquiries. The post holder will understand and ensure compliance with Pension legislation and regulatory requirements.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
- Processing of illustrations, applications, policy alterations and general enquiries from Customers and Advisers, analysing and vetting the information provided to ensure it complies with legislation, internal policies & procedures, identifying outstanding requirements, obtaining and applying funds and liaising with Advisers.
- Liaise with Customers & Advisers through various channels to ensure we are providing regular and accurate timely updates.
- To identify task and correspondence type’s setting up the appropriate action to ensure we complete the task within its allocated timeframe, including General Practitioner reports, chasing ceding schemes and managing tax treatment of our customer within our RTI system.
- Identifying & escalating any risks to the customer or the business to your line manager with possible solutions to mitigate these risks/issues, including health & safety.
- Providing direct or overflow support to the Frontline Team across a range of queries and products as required by the business.
- Provide support to Advisers who have produced an illustration via an online portal or who wish us to undertake a Telephone Interview with the customer to obtain medical data to support the provision of a best rate bespoke illustration
- Understand our product offering in the context of the industry as a whole and talk confidently to our customers, whilst differentiating between regulatory and system constraints.
- Undertaking quality checking & sampling and be able to give constructive feedback to your peers as required.
- Developing and maintaining current knowledge of the functionality, operation and application of internal systems sufficient to efficiently and effectively complete work assignments.
The post holder will be required to work 37.5 hours a week and participate in a shift rota between the hours of 8am-6pm Monday – Friday.
Skills, Knowledge & Experience
The successful candidate will demonstrate the following experience, skills and behaviours:
Experience:
- Demonstrable experience of working in a customer service focused environment.
- Demonstrable experience of dealing effectively with challenging and concerned customers.
- Demonstrable experience of producing information and documents to a high standard of presentation with a high level of accuracy.
- Demonstrable experience of working effectively as part of a team.
- Demonstrable experience of working in a fast paced office environment.
Skills:
- Basic IT skills, with experience of using Microsoft Word, Excel and Outlook.
- Effective planning and organisational skills.
- Effective numeracy and data analysing skills.
Behaviours:
- Ability to demonstrate effective interpersonal skills, develop and sustain relationships with a wide range of individuals and within groups.
Qualifications:
- GCSE grade C or above, or equivalent, in Maths and English
EQ Benefits
Being a permanent member of the team at EQ you will rewarded by our company benefits, these are just a few of what is on offer:
- 28 days annual leave + bank holidays
- Flexible benefit which you can use to ‘purchase’ additional benefits which include, private health insurance, travel insurance, gym memberships and many more you can chose from, or get it paid your flexible benefit amount on top of your annual salary
- Life assurance x 4 of your annual salary
- Opportunity to join a great pension scheme
- Staff engagement - Opportunities to receive recognition and rewards.
- Great learning support
Note : ‘This is a hybrid working role and you will be required to split your weekly hours between our office and home, all of your IT equipment will be provided’
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We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
