Experience

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  HFS Milbourne Financial Services Ltd

  • Guildford, Surrey, United Kingdom

  • Senior Employee Benefits Administrator

    • Feb 2017 - Dec 2019
    • Guildford, Surrey, United Kingdom

    My job included dealing with SME scheme renewals, requesting and checking renewal terms from existing policy providers and conducting market research. Data manipulation/validation, chasing insurance companies and keeping up to date with the research/renewal process. It was also my duty to deal with existing pension schemes, add Eligible joiner, issue compliant documents to members, liaise with HR & Payroll departments to ensure all schemes run smoothly. I also picked up ad-hoc queries from members and employers.

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  Arthur J. Gallagher

  • London, United Kingdom

  • Account Executive

    • Dec 2012 - Feb 2017
    • London, United Kingdom

    Dealing with scheme renewals, requesting and checking renewal terms from existing providers, and conducting market research. Data manipulation/validation, chasing insurance companies, and keeping up to date with the research/renewal process. It was also my duty to keep client records up to date on 1st software (Employer services and client management), typing up meeting notes, and chasing providers. My responsibilities also included preparing documents, reports, and packs for new joiners, leavers, checking and issuing policy documents, filing on Virtual Cabinet. Entering commission on the system and keep my time recording up to date. My largest scheme included and 16,000 members, the smallest scheme had 3 members. I looked after group risk, medical insurance policies, dental, travel, health screening, cash plan, childcare vouchers, shopping vouchers, cycle to work schemes. My experience also includes flexible benefit administration and assistance with claims in group life, group health insurance and medical insurance policies.

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  Blacktower Financial Advisers Ltd

  • New Malden

  • Employee Benefits Administrator

    • Nov 2008 - Nov 2012
    • New Malden

    The first point of contact for insurance companies, client companies, and scheme members, conducting research for new clients, and re-broking existing schemes. Dealing with scheme renewals, keeping client records up to date on 1st software (Employee services and client management), typing up meeting notes and chasing providers. My responsibilities also include preparing documents, reports, packs for new joiners, leavers, issuing policy documents, filing (Volume/Watermark) and money laundering private & corporate entities.

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  Blacktower Financial Advisers Ltd.

  • New Malden

  • Residential Mortgage Assistant

    • Jun 2007 - Oct 2008
    • New Malden

    Duties included product research for clients (mortgage and mortgage protection, using Trigold and Exchange as sourcing systems), recommendation and report writing, file compliance checking and clients liaisons. I was also responsible for keeping our lender database up to date, ensuring market changes related directly to lending policies and criteria are up to date. In addition to my duties above, I was a member of the Treating Customers Fairly (TCF) committee. As a trainee I had to do my own Fact Find to ensure sufficient client information obtained and analyze the information gathered, understand and explain our Initial Disclosure Document and terms and conditions of business to clients, undertake adequate product and market research and make informed business recommendations. Training was completed through numerous role plays with my Compliance Manager and the Manager of my department (Residential Mortgage Manager).

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  HBOS (Halifax Bank Of Scotland)

  • London, England, United Kingdom

  • Customer Adviser

    • Apr 2006 - May 2007
    • London, England, United Kingdom

    First contact for customers, general enquiries, diary management, liaising with customers, correspondence, transaction management, float holding, cash, and ATM management, counter related administration, and business generation.