Nick Mcbride Email & Phone Number

Livingston, Gb

West Lothian, Scotland, United Kingdom

Livingston, West Lothian, United Kingdom

Edinburgh, Scotland

Manage, Administer and Renew portfolio's of Company Paid group PMI schemes in line with procedures and check accuracy of accounts provided by insurers.Own and assist in the management of group Private Medical Insurance renewals and midterm reports requesting terms and claims details from the insurer, requesting competitor quotations as required and prepare renewal proposals.Prepare and issue Market Reports and summaries for submission to clients.Collate Group Secretary Reports from insurers on a monthly basis and forward to clients.Deal with and action telephone queries and correspondence relating to specific portfolio of accounts. Ensure all follow up actions are monitored appropriately and expectations of all parties are managed accordingly.Carry out face to face visits with clients as and when required.Manage own work load to ensure service level agreements, company standards and policies and procedures are met.Excellent relationship building skills with clients, insurers and colleagues helping to ensure good customer service and retention of clients.Assist in developing and increasing a portfolio of accounts by identifying cross selling opportunities.Report, record and manage any customers identified as 'At Risk' and work to resolve any complaints or issues with service operating in a Treating Customers Fairly manner at all times, highlighting any issues or conflicts.

Edinburgh, Scotland

Retirement Controls - ServicingIndividual Pensions - ClaimsPrimarily responsible for processing Personal Pension plan claims applications and associated documentation and providing comprehensive support, information and advice to IFAs. Additionally involved in producing detailed valuations and routine servicing of policies. Great attention to detail and making a point of getting things right first time required.Routinely required to respond to rapidly-changing priorities and a demanding workload, targets and deadlines, whilst remaining task-focused and supportive of my colleaugues. This position carried a broad and challenging remit encompassing the responsibilities of: -Pensions AdministrationProviding a courteous, responsive and informative first point of contact on personal pensions for IFAs and other departments.Processing personal pension applications.Protecting the confidentially of private and business-sensitive information.Actively promoting the use of Aegon’s on-line services to IFA’s, Authorised 3rd party and clients to reduce turn-a-round times.

Edinburgh, Scotland

I worked in pensions for 9 years with Standard Life.Starting out in Group Pensions moving onto Individual Personal Pensions and then working within the SIPP dept for 4 years and gaining extensive knowledge of Self Invested Personal Pensions.Primarily responsible for processing Self Invested Personal Pension plan applications and associated documentation and providing comprehensive support, information and advice to IFAs. I was additionally involved in rewriting of policies where there had been a problem or error within some part of the plan. This can take a great deal of investigation and careful communication among all parties involved.Routinely required to respond to rapidly-changing priorities and a demanding workload, targets and deadlines, whilst remaining task-focused and supportive of my colleaugues. This position carried a broad and challenging remit encompassing the responsibilities of: -Pensions Administration:-Providing a courteous, responsive and informative first point of contact on personal pensions for IFAs and other departments.Processing personal pension applications.Protecting the confidentially of private and business-sensitive information.Projects:-New products, systems and documentation testing and validation.Training of new, junior or less experienced staff in pensions administration.