The Client Services team is responsible for the onboarding and ongoing administration of all new business. The purpose of this role is to work with Employee Benefit Consultants and Pension Scheme Trustees of new Pension Risk Transfer (PRT) business and oversee the end to end scheme implementation.

The Client Services team is responsible for the onboarding and ongoing administration of all new business. The purpose of this role is to work with Employee Benefit Consultants and Pension Scheme Trustees of new Pension Risk Transfer (PRT) business and oversee the end to end scheme implementation.

Key responsibilities of this role include:

• Reconcile scheme member data and accurately & contractually record the benefits secured.
• Analyse scheme benefits and data to ensure completeness for final costing and downstream administration. Ensure that all teams within Client Services are kept aware of the scheme benefits and any technical system changes can be planned.
• Draft legal agreements that allow all benefits to be properly administered by the Client Services administration areas.
• Perform first line peer review for team members on Benefit Specifications and external emails and internal instructions.
• Take responsibility for the progress of allocated schemes, including regular reviews, ensuring prompt and appropriate response to customer communications and the provision of relevant management information.
• Meet specified internal quality and productivity levels set by the Transition Team Manager in order to achieve the throughput of new PRT business.
• Ensure customers are provided with relevant information at appropriate times throughout the life of products to enable them to manage their reasonable expectations regarding the potential future benefits available.
• Participate in Client meetings, demonstrating L&G’s capability and service.
• Support Business Development, Transaction and Transition Managers by offering advice on administration capabilities and attending site visits to gather an understanding of the quality of the data prior to transaction.

Skills

• DB Pensions Experience.
• Previous experience in the Pension Risk Transfer market preferable, with a good understanding of the way benefits are structured and administered in Defined Benefit schemes.
• Knowledge of pension’s regulations for DB schemes, including an understanding of the requirements for schemes in the course of wind-up.
• Knowledge of relevant legislation and regulatory requirements such as GDPR, money laundering, complaints, treating customers fairly and breach guidelines.
• Customer focused with both internal and external customers, including policyholders, scheme members, legislative bodies, third parties and colleagues
• Some experience of managing multiple projects and ability to prioritise and manage pressure.
• Interpersonal skills with the ability to communicate effectively at any level
• Good problem solving, analytical and numerical skills
• Proficient in all Microsoft Applications and working with pension scheme administration systems.

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days’ holiday, private medical insurance, discretionary performance related bonuses, paid overtime, a variety of share schemes, discounts at both a huge range of high street stores and our own great products. Your hard work will be rewarded when you join us.