Insurance account representative Work, Jobs in Hamilton, Slk (with Salaries)

Pension Administrator
Scottish Friendly —Glasgow
- £24,500 - £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Hamilton
- £3,800 a month
- Full-time
- Sales
Quick apply
Junior Commercial Advisor
Verisure Services (UK) Limited —Hamilton
- £3,800 a month
- Full-time
Quick apply
Health & Safety Advisor
Emcor —Glasgow
- £45,000 a year
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Field Representative
Ascent Performance Group Ltd —Glasgow
- Full-time
- Microsoft Word
- Microsoft Outlook
- Financial services
- Work from home
Quick apply
11d
Claims Payee Verification Specialist (Spanish Speaker)
Gallagher —Glasgow
- Spanish
- Customer service
- English
- Employee stock purchase plan
- Life insurance
12d
Inside Sales Representative
XMA —Glasgow
- £26,000 - £30,000 a year
- Full-time
- Sales
- IT
- Employee discount
- Life insurance
10d
Accounts Assistant
SW Group —Stirling
- Full-time
- Hybrid work
Quick apply
9d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Hamilton
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Counter Sales
EECOL —Airdrie
- £23.79 - £29.74 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Annual leave
- Employee discount
5d
Accountant
Catalent —Bathgate
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
- Free parking
- Employee assistance programme
Finance Manager
GUARD Archaeology Limited —Glasgow
- £40,000 - £45,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Work from home
Quick apply
Site Reliability Engineer - 9 Month FTC
Evelyn Partners —Glasgow
- Full-time
- Hybrid work
- Oracle
- Analysis skills
- APIs
Quick apply
4d
Advanced Support Worker
Community Integrated Care —Falkirk
- £15.18 an hour
- Part-time
- Employee assistance programme
- Referral programme
Quick apply
3d
Clinical Project Analyst
Catalent —Bathgate
- Full-time
- Microsoft Excel
- Presentation skills
- Organisational skills
- Employee assistance programme
5d
SALES EXECUTIVE
Verisure Services (UK) Limited —Glasgow
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Senior Commercial Manager
BAM Nuttall —Kilsyth
- Travel
Accounts Senior
SW Group —Stirling
- Full-time
- Hybrid work
Quick apply
Senior Accountant
Catalent —Bathgate
- Full-time
- Microsoft Excel
- ERP systems
- Accounting
- Free parking
- Employee assistance programme
Principal Ecologist
Amey Ltd —Motherwell
- Temporary
- Master's degree
- Bachelor's degree
- Annual leave
Quick apply

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Pension Administrator

Scottish Friendly -
Glasgow

Quick apply

Job details

Permanent | Full-time
£24,500 - £27,000 a year

Benefits

Casual dress
Health & wellbeing programme
Cycle to work scheme
Company pension
Work from home
Private medical insurance
Employee discount
Life insurance
Sick pay

Qualifications

Pension
Customer service
Analysis skills
PAYE
Organisational skills
Payroll
Communication skills
Tax experience

Full job description

The Customer Services Representative will be responsible for processing and administering all Ex-FIL Section 32 policies on the Sonata Wealth platform, ensuring compliance with legislation, regulations, and Scottish Friendly processes and procedures. This role plays a key part in delivering exceptional service to customers and supporting their retirement journey.

Key responsibilities

· Process all servicing requests for Section 32 products, including: Change of details, Change of income, IFA requests, Account suspensions

· Prepare and process regulatory and ad-hoc customer wake-up packs as part of the retirement journey.

· Handle all “Money Out” transactions for accumulation accounts including: UFPLS, Partial UFPLS, Small Pots, Stand alone Lump Sum - some of which have Protected Tax Free Cash.

· Transfers to receiving schemes - both via Origo and Paper based

· Manage bereavement cases with sensitivity and accuracy.

· Administer flexible drawdown processes, including: Full, partial, and phased crystallisations

· Setting up regular or ad-hoc income requests

· Beneficiary drawdown upon death

· Provide general servicing of drawdown policies, including pre-sale illustrations and reviews.

· Ensure accurate and timely processing of all tasks.

· Collaborate within the team to deliver key development tasks and projects.

· Act as a source of product knowledge for other departments, particularly on Flexible Drawdown.

· Engage with colleagues across the business to gather requirements for new and existing projects.

· Manage multiple tasks effectively and meet deadlines.

· Maintain high attention to detail in all activities.

Qualifications and skills

· Strong knowledge of pension schemes, Section 32 products, and flexible drawdown requirements.

· Experience with PAYE tax requirements and payroll processes.

· Proven experience in administering pension and drawdown policies.

· Technical understanding of pension and drawdown rules and regulatory requirements.

· Excellent customer service and communication skills.

· Ability to adapt to a changing environment and take on new tasks.

· Strong organizational skills and ability to manage personal workload.

· Comfortable challenging and improving existing processes and developing new ones.

· Analytical skills to examine information and identify key details.

Scottish Friendly Values

We would like you to demonstrate the Scottish Friendly values in your role:

WE’RE IN THIS TOGETHER

· We collaborate and value each other’s opinion

· We’re a small team with a big impact

· We support each other to thrive and grow

WE CARE ABOUT OUR CUSTOMERS

· Our customers are at the heart of everything we do

· We’re committed to doing the right things for our customers

· We listen to and learn from our customers

WE KEEP MOVING FORWARD

We always see change as an opportunity

Our progress is based on careful management of our risks

We have the courage to test new ideas and learn from them

Job Types: Full-time, Permanent

Pay: £24,500.00-£27,000.00 per year

Benefits:

Casual dress
Cycle to work scheme
Employee discount
Health & wellbeing programme
Life insurance
Private medical insurance
Sick pay
Work from home

Work Location: Hybrid remote in Glasgow G2 4HJ

Quick apply

Refine Your Search

insurance account representative jobs in hamilton, slk

Pension Administrator

JUNIOR SALES ADVISOR

Junior Commercial Advisor

Health & Safety Advisor

Field Representative

Claims Payee Verification Specialist (Spanish Speaker)

Inside Sales Representative

Accounts Assistant

JUNIOR SALES CONSULTANT

Counter Sales

Accountant

Finance Manager

Site Reliability Engineer - 9 Month FTC

Advanced Support Worker

Clinical Project Analyst

SALES EXECUTIVE

Senior Commercial Manager

Accounts Senior

Senior Accountant

Principal Ecologist

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