Data and Operations Executive
2018-08-14 10:12
OSIS
海协网
Job Posting End Date: 08/26
We are Unum (pronounced you-num) and we’re one of the UK’s leading financial protection insurers; that means we sell Income Protection, Critical Illness cover and Life Insurance. You may not have heard of us before, so you probably don’t know that we’ve been around for over forty years and insure more people under our Income Protection products than Aviva, Legal and General, or Canada Life – companies you’re more likely to have heard of. We are working towards becoming the Employee Benefits provider of choice for working Britain.
General Summary
To provide new and existing customers with an excellent on-boarding and renewal experience, whilst delivering accuracy, attention to detail and exceptional customer service.
Key Accountabilities
We are Unum (pronounced you-num) and we’re one of the UK’s leading financial protection insurers; that means we sell Income Protection, Critical Illness cover and Life Insurance. You may not have heard of us before, so you probably don’t know that we’ve been around for over forty years and insure more people under our Income Protection products than Aviva, Legal and General, or Canada Life – companies you’re more likely to have heard of. We are working towards becoming the Employee Benefits provider of choice for working Britain.
General Summary
To provide new and existing customers with an excellent on-boarding and renewal experience, whilst delivering accuracy, attention to detail and exceptional customer service.
Key Accountabilities
- Liaise in a professional manner with internal and external clients/brokers using the most appropriate medium, e.g. telephone, email and letters etc.
- Build and maintain effective relationships with all clients/brokers.
- Follow procedures and guidelines to ensure client’s service standards are achieved in accordance with SLA and FCA requirements.
- Manage and prioritise own workflow to maintain quality of service
- Operates within own area of accountability, escalating issues and seeking guidance when required.
- Understand and apply all legal, regulatory, information security and compliance requirements recording and escalate breaches.
- Upload monthly data files accurately, reconciling the member data
- Raise invoices for all clients – flexible benefit, company paid and voluntary
- Generate and send members packs (by post and email) to all clients at renewal and for new joiners.
- Maintain and develop own technical knowledge and expertise.
- Commit to own personal development.
- Adhere to Health & Safety policies.
- Each member of staff has a responsibility to adhere to the Unum Dental business policies and procedures. In particular to ensure operational controls are carried out in accordance with laid down procedures, to ensure the ongoing mitigation of business risk. In this regard regular training should be agreed with the departmental manager / team leader.
- Ensure the continued protection of Unum’s information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer.
- Understand how Conduct Risk, Treating Customers Fairly (TCF) Risk Management and Solvency II systems of Governance relate to both the role and the divisional activities and highlight any opportunities for improvement.
- Comply with Unum’s Code of Conduct and other Company Policies and Procedures as appropriate to the role.