Pensions Case Handler

3 weeks ago


india Deloitte - Recruitment Full time
Job Description

This is a remote position.

THE ROLE

 

We are currently looking for a Case Handler to work in a result orientated, quality-controlled environment, where being able to work with a high level of accuracy to prescribed processes and strict deadlines is essential. You will be working as part of a high-quality team helping a major financial service provider as part of a Pensions Review Project.

 


YOU WILL:
  • Review data and evidence gathered in line with the scope of the customer complaint to assess suitability/ eligibility
  •  Identify evidential gaps and request required information
  • Where required, liaise with relevant 3rd parties via phone
  • Calculate compensation due to eligible customers using prescribe calculation tools, in line with process, procedures and COMP rules
  • Produce required response and outcome letter
  •  Work with a claims management workflow system
  • Ensure data protection remains a focus

 

EXPERIENCE / SKILLS REQUIRED:

Essential

  • Minimum 6 months’ case handling experience, working Defined Benefit transfer claims
  • Experience of dealing with customers in a regulated environment (Pensions preferable)
  • Skilled in applying detailed and documented processes to individual claim scenarios.
  •  Ability to demonstrate decision-making using a holistic approach
  •  PC skills (Word and Excel)
  • Strong literacy / numeracy
  • Excellent attention to detail and accuracy
  • Ability to work to demanding deadlines (workflow & time management)
  • Ability to attain and maintain specified quality and production targets
  • Ability to work independently & as part of a rapidly changing team
  • Demonstrate an ability to work with honesty, integrity and trustworthiness
  • Maintain high standards of professionalism and competence
  • Good communication skills
  • Good letter writing skills
  • Good telephony skills
#Li-remote


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