Employee Benefits Accounts Manager at Hereford Group

About the job

HEREFORD CORPORATE SERVICES ACCOUNTS MANAGER

• Employee Benefits Administrator

FINANCIAL

• New Scheme Implementations
• Assist with Member Data and Benefit Summaries for New Business Quotations.
• Check and submit installation documents tunderwriters/administrators on time.
• Monitor and manage the installation process within provider SLA.
• Provide employer with detailed breakdown of costs and contribution rates tset up their payroll.
• Schedule Employer HR Admin Training for billing, claims and all other admin processes.
• Liaise with employer tensure that first payroll schedule matches installation costs and data.
• Scheme Enhancements/Amendments
• Assist with Member Data and Benefit Summaries for Enhancements Quotations.
• Process and manage scheme enhancements and amendments.
• Check and submit documents tunderwriters/administrators on time.
• Monitor and manage the amendment process within provider SLA.
• Provide employer with detailed breakdown of costs and contribution rates tset up their payroll.
• Provide employer with detailed breakdown of costs and contribution rates tchange their payroll.
• Liaise with employer tensure that next payroll schedule matches amendment costs and data.

Annual Reviews

• Process and submit annual reviews tunderwriters/administrators on time.
• Provide employer with detailed breakdown of new costs tchange their payroll.
• Liaise with employer tensure that next payroll schedule matches revised costs.
• Withdrawal and Retirement Claims
• Submit leads for scheme withdrawals tconsultants every month.

CUSTOMER SERVICE:

• Liaising directly with nominated person from each client as required and building a mutually satisfying working relationship.
• Liaising with the appointed consultant/s on each scheme and building a mutually satisfying working relationships.
• Liaison between clients, intermediaries and fund administrators.
• Assist clients with monthly schedules and statements.
• Process monthly billing if authorised tdsby clients.
• Maintain contracted service levels for all administrative tasks.
• Manage and follow-up action items and tasks.
• Client query resolution and follow up.
• Member query resolution and follow up.
• Member assistance with respect tall claims and documents
• Contacting of members and member beneficiaries.
• Assist beneficiaries with respect tdeath claims and documents
• Assist employers with the process for payments of disability claims
• Assist employers with the necessary inftensure that their payroll is set up correctly in terms of scheme contributions and premiums.
• Respond tall queries within 24 hours.
• Arrange and attend Trustee and Mancmeetings when required
• Arrange and attend ad-hoc admin meeting with clients when required
• Arrange and attend ad-hoc meeting with fund consultants when required
• Make telephonic calls twithdrawing members and relaying product choices that may have. Further tthis tracking such calls and information dispensed.

INTERNAL BUSINESS PROCESSES:

• Manage claims and update claims tracker on HCS database.
• Manage addition of members.
• Manage Withdrawal and Retirement Claims.
• Manage Death and Disability Claims.
• Update and maintain HCS client database.
• Reconcile and balance monthly statements.
• Ensure that detailed records are kept for all transactions and maintain client files.
• Management of all action items from meetings, clients, members and service providers.
• Ensure that all compliance requirements are adhered tat all times.
• Contribute tthe overall effectiveness of HCS as a team.
• Generate and send monthly statement of accounts teach company.
• Put measures in place tensure effective Credit Control for contributions and premiums.
• Ensuring that statements and membership details are correct on a monthly basis.
• Adhere tthe administrator “buddy system” and ensure that your team member is copied on all matters.
• Report ta designated member of your staff sthat should I not be in the office tanswer a query, they will know exactly where tfind the information.
• Ensure that time frames as per service provider agreement tbe adhered to.
• Escalations tservice providers when required.
• Ensure that your manager is copied on all escalations tservice providers.
• Ensure that the fund consultants are informed of any potential problems or as and when required.
• All administration tbe attended twithin a 24hr period.
• Must be able twork from home if unable twork from the office (during working hours).
• Annual Reviews / Trustee Packs
• Keep track of dates and generate documents for Scheme Renewals
• Compile or obtain relevant reports in prescribed formats or as required.
• Ensure that contents are accurate and up tdate.
• Adhere tprescribed templates and formats.
• Complete and distribute packs on time.
• The installation of workflow processes tenable weekly reporting on:
• Fund additions
• Withdrawals
• Death Claims
• Disability Claims
• Retirement Claims
• New Schemes
• Scheme Terminations
• Scheme Enhancements
• Section 14 Transfers
• Update and provide relevant reporting on request

AD-HOC PROJECTS:

• Quotations
• Section 14 transfers
• Rule booklets
• Member communications
• Update Hereford Client Database