Processing monthly data interfaces from the HR system to the pension admin system.
Performing data integrity analysis and correction of data anomalies.
● Processing pension payroll, submitting BACS payments via PTX, RTI notifications to
HMRC and assisting reconciliation of payroll.
● Online helpdesk access, providing front line telephone assistance to members with
access and functional questions. Management of member access requests.
● Setting up DC (Defined Contributions) investment elections and processing monthly contribution files.
• Processing customer payments for insurance policies.
• Managing direct debits, refunds, and adjustments for policyholders.
• Tracking overdue accounts and assisting with debt collection.
• Answering inbound calls and making outbound calls to clients.
• Addressing customer inquiries
• Handling customer complaints professionally and finding solutions.
• Escalating issues to the appropriate department when necessary.
• Logging of customer interactions