Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
To be an integral part of the Titan Corporate Benefits Client Support Team, providing exceptional service by ensuring all customers are handled professionally and efficiently. This includes the precise processing of new Group Risk and Healthcare schemes and the review and market assessment of existing schemes.
Responsibilities
- Scheme Management:
- Support Corporate Consultants in preparing new Group Risk and Healthcare schemes and maintaining existing ones, ensuring they meet all requirements.
- Collate and manage data while liaising closely with Providers, Employers, and Payroll Companies.
- Assist Corporate Consultants with completing Governance on an annual basis for both Group Risk and Healthcare schemes.
- Service Delivery:
- Deliver a customer-focused, target-driven service to clients and internal stakeholders within agreed SLAs.
- Respond promptly and efficiently to all telephone and email enquiries from clients and providers.
- Healthcare Scheme Support:
- Assist with the implementation and maintenance of Healthcare schemes, including Private Medical Insurance (PMI), Dental, and Wellness programs.
- Support governance and compliance requirements specific to Healthcare offerings.
- Liaise with healthcare providers for updates, renewals, and addressing scheme queries.
- Group Risk Scheme Support:
- Assist with the implementation and maintenance of Group Risk schemes, including Group Income Protection, Group Life Insurance and other risk benefits.
- Support governance and compliance requirements specific to Group Risk offerings.
- Liaise with group risk providers for claims, renewals and addressing scheme queries.
- File and System Management:
- Maintain accurate and timely updates to electronic client files in IO, adhering to established standards and processes.
- Ensure income is invoiced, recorded, and matched accurately within the system.
- Chase outstanding debts and liaise closely with the Finance team.
- Compliance and Regulation:
- Ensure all regulatory obligations and dependent processes are adhered to.
- Comply with compliance policies and keep updated on relevant legislative or product changes within the marketplace.
- Stakeholder Engagement:
- Build effective, collaborative relationships with both internal and external stakeholders.
- Interact frequently with advisers and client support teams to deliver excellent customer service.
- Liaise with product providers as necessary, following up as often as required.
- Development and Additional Tasks:
- Engage in training and development opportunities as applicable.
- Perform ad hoc tasks as required, prioritizing TCF (Treating Customers Fairly) and the needs of the business.
Requirements
- 3+ years experience in corporate benefits administration, particularly in Group Risk and Healthcare insurance.
- Familiarity with IT systems that support Group Risk and Healthcare services.
- Proficiency in Microsoft Word, Excel, and database management.
- Strong written and verbal communication skills.
- Good decision-making capabilities.
- Analytical mindset with excellent attention to detail.
Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days)- Office Christmas close (3-days)- Life Assurance- Health cash plan- Hybrid working- Discretionary performance related bonus- Employee Assistance Programme- Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
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