Job Title: Associate – Health and Protection
Location: Oxford, Guildford, or London
Salary: Competitive
Job Type: Full Time, Permanent
Punter Southall Aspire (PS Aspire) is a major investment and savings business that blends a strong customer focused heritage with a modern technology-led outlook.
Uniting pensions consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.
Role Overview:
The Health and Protection (H&P) team is part of the Employee Benefits business within PS Aspire, providing Next Generation advice, products and services to employers.
The H&P team specialises in advising and placing insurance for employers and/or trustees. The service covers the provision of group health and protection products (including PMI, Life, Critical Illness, income protection and cash plans) for corporate clients, providing scheme review services; renewal and broking; administration and claims handling, as well as communications.
Following internal processes and undertaking routine tasks, the Associate, Health & Protection supports the H&P team towards meeting client and prospective client activity, and business targets.
The Associate is responsible for administering a portfolio of clients and keeping records up to date and accurate within set time frames.
Although the Associate role will be responsible for ensuring the above happens effectively, they are also expected to support the development of Punter Southall Aspire group more broadly.
Key duties:
- Proactively manage own workflow and follow processes to meet deadlines
- Obtaining, checking and preparing data from clients and providers
- Attending meetings with consultants as necessary – including minute taking
- Answering client and member queries, by email and phone – helping to resolve basic issues and improve the member experience
- Accurately raising invoices in line with procedures
- Liaising with clients, providers and consultants to ensure the smooth running of clients’ schemes
- Using internal client management systems, such as Intelligent Office and Microsoft Office products
- Recognising possible improvements in processes and suggesting these to your line manager
- Accurately completing and maintaining relevant records, including scanning and filing documents correctly
- Completing all mandatory compliance and group training
- At all times working in line with the governance and operating requirements of Punter Southall Aspire, while meeting the Financial Conduct Authority’s Treating Customers Fairly, conduct risk and compliance requirements
- Adhering to all relevant data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group
- At times, the job holder may have to undertake other activities of a similar nature
About you:
Knowledge & Experience
- Experience of working in financial services or employee benefits would be beneficial, however not essential
- Able to work with a client focused approach and develop trusting and credible partnerships with clients both face to face and via the telephone
- Able to identify and suggest solutions to problems
- Demonstrates a business acumen and able to recognise and work towards meeting the interests of both clients and Company
- Able to manage conflicting demands on time and to work to tight deadlines to meet obligations
Training, education & qualification
- Ideally educated to at least A Level or equivalent standard
- Maths and English GCSE or equivalent qualification – grade B or higher is preferable
- Willing to study towards relevant industry qualifications
Skills, abilities & personal qualities
- Strong customer service
- Confident communicator at all levels, with the ability to adapt approach depending on audience
- Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience
- A team player with a positive approach to work
- Have a broad understanding of current FCA regulations and how they apply to our clients
- Ability to work under pressure and to deadlines
- Highly self-motivated, enthusiastic, flexible and proactive approach
- Acts professionally with integrity and discretion
- Strong organisational, prioritisation and time management skills
- Shows persistence when faced with challenges or obstacles
- Strong analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution
- A high degree of accuracy and attention to detail, both written and numerical, is required in order to perform the duties of this role
Please click on the APPLY button to be directed to the company’s recruitment page.
Candidates with experience of: Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Customer Service Officer, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
