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Administrator, Pensions and Life Insurance

  • Job reference DST/TP/57366/12067
  • Job type All
  • Sector Administration and Operations, Life & Pensions/Insurance
  • Location Basildon
This vacancy has now expired.

A fantastic opportunity to join one of the fastest growing and largest employers in Essex!

This role is part of our Pensions and Life Insurance team and is an excellent starting point in the financial administration world.

The team are responsible for providing an effective & efficient service.

You will receive training on a variety of processes completed by different business areas.

You will develop professional internal and external relationships.

You will be joining a great team environment where you will not only develop your skills but also friendships that will last a lifetime. We hold internal incentives to reward work on a weekly/monthly basis, as well as lots of external social events such as football, bowling, meals and end of the month (pay day) team nights out.


  • Competitive annual salary
  • 20 Days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 9% pension scheme (6% non-contributory & 3% self contribution)
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme
  • Employee discount scheme
  • DST Sports and Social membership
  • On site canteen
  • Free on-sire parking
  • Close to both the A127 and A13

Hours:- Working shift patterns between 9am and 9pm

Main Responsibilities

  • Process all administrational requirements for our UK clients and their Policy holders
  • Work to meet challenging Service Level Agreements in a busy environment whilst maintaining quality standards
  • Deal with correspondence (email or written) in a professional and efficient manner. Responses must be of a consistently high standard.
  • Contribute to the promotion of a friendly and professional image to customers and colleagues.
  • Contact customers by e-mail or letter to resolve queries / obtain information
  • Manage workload and work queues in a timely and accurate manner
  • Prioritise tasks to meet external and internal deadlines and service standards.
  • Take ownership of all customer queries or issues. Emphasis on getting things "right first time"
  • Build strong relationships with key customers, colleagues, intermediaries and other external contacts.
  • Maintain an understanding and awareness on key aspects of life insurance Pension legislation, compliance and the market.
  • Process a range of servicing transactions across a number of life insurance and Pension products
  • Check the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld.
  • Ensure a thorough understanding of our clients' products in order to provide an excellent service to policy owners and financial advisers
  • Ensure a complete understanding of our processes and procedures as well as regulatory requirements
  • Identify issues which may have an impact on service delivery and quality, and flag these to Operations Management.
  • Provide a quality, professional, accurate and efficient service.
  • Ensure that procedures and checklists are updated in a timely manner, where applicable.
  • Accurately record any breaches of policy and procedures that occur within the team. Update and manage incidents as directed by Operations Management
  • Senior Policy Associates may be required to work on additional projects and tasks as agreed with their Line Manager, including User Acceptance Testing (UAT)

Ideal Candidate

  • Reading, writing and verbal language skills
  • Excellent administration, planning and organizational skills
  • Commitment to providing excellent Customer Service
  • Methodical individual with experience of working to strict deadlines
  • Team player
  • Motivated and driven individual
  • Excellent communication skills, both written and verbal, with the confidence to engage with internal colleagues and external clients
  • Strong attention to detail
  • Commitment to provide ongoing quality
  • Ability to interact positively within your department and the wider group
  • Ability to follow procedures and suggest enhancements to service offering
  • Advanced level of excel, word and power point an advantage
  • Ability to work as part of a team or act independently where required
  • Flexible and willing to adapt and develop within the role
  • Ability to provide support and be involved in ongoing projects and initiatives within the Team
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