Job Title: Technical Administrator – Review Team

Reports To: Team Leader Technical Review

Role Summary: Technical administration duties relating to the process of Reviewing Pensions. Dealing with complex enquiries with Insurance Companies on the telephone or electronically in a professional manner. Managing and prioritising workload.

Duties and Responsibilities:

• Complete Pension Reviews for Defined Contribution and Defined Benefit schemes (including hybrid schemes)
• Complete TVAS reports
• Complete Abridged TVAS reports
• Highlight missing information from scheme information
• Accurately request missing information
• Carry out complex discussions with pension scheme administrators
• Accurately amend/rework TVAS’s when requested
• Comply with all security and confidentiality policies
• Basic understanding of Complaints

Skills and Knowledge:

• Good time management skills and ability to multi-task and prioritise work.
• Attention to detail and problem-solving skills
• Good written and verbal communication skills
• Good knowledge of pensions
• Good mathematical skills
• Basic understanding of quotes

Be able to:

• Use excel spreadsheets
• Use Microsoft Word
• Use Salesforce database
• Use TVAS Software
• Use Information Technology
• Work effectively as a part of a team

Key Performance Indicators:

• Service Standards
• Quality
• Treating Customers Fairly