Pensions and insurance clerks and assistants

This essential administrative role provides support for the administration of pension schemes or insurance policies. They are crucial for ensuring accurate record-keeping, processing claims, and assisting clients with their inquiries.

Key responsibilities involve processing applications, updating client records, and handling correspondence related to pension funds or insurance policies. They assist with claims processing, calculate payments, and ensure data accuracy. A core function is adhering to strict financial regulations and data protection laws, maintaining confidentiality, and providing clear information to policyholders or scheme members.

They also collaborate closely with pension/insurance managers, actuaries, and clients to resolve queries and ensure seamless administration. Ultimately, they are accountable for accurate administrative support in pension and insurance operations, directly contributing to client satisfaction and regulatory compliance.