Rob Atkinson

Experience

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  Prudential Assurance

  Jun 1998 - Jun 2007

  Senior Pensions Administrator
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  JLT Employee Benefits

  Jun 2007 - Jul 2008

  Senior Pensions Administrator
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  Bayer

  Jul 2008 - Aug 2015

  Senior Pensions Administrator

  Reporting to the Pensions Administration Manager, my role is to manage new employees and auto-enrol them into our Pension Plan. I am also responsible for a number of processes, which are carried out monthly, that range from Contribution uploads, Leavers, Retirements to name a few. Review and amend procedure manuals to make sure we adere to best working practices.Provide support to third party administrators in the production of data for benefit statements.I provide support to the Trustees of the Pension Plan and ensure all information is readily available. Show less

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  PA Consulting Group

  Aug 2015 - Oct 2016

  Share Plans Analyst

  To provide administrative and analytical support to the Share Plans Manager in relation to PA’s share and cash bonus plans.To work with Finance and HR colleagues globally to ensure the smooth delivery of shares and cash bonus to employees.To generate data inputs and outputs from the share and cash bonus database, to manage plan participant sign up process and administer communications to employees and shareholders.To manage leaver processes in relation to individuals’ shares and cash bonus holdingsTo manage day to day share plan queries generated through the mailbox and phone calls. Show less

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  Mattioli Woods plc

  Nov 2016 - Jul 2022

  Client Relationship Manager - Employee Benefits

  • Supervise the CRS team ensure appropriate allocation of work and compliant service delivery.• Assist in the day to day management of the CRS team reporting to Section Head / Director• Support CRS team in their professional learning and development• Day to day running of existing and new EB clients pension and ancillary schemes liaising with clients and company contacts as required• Ensuring all business complies with company and Regulator requirements• Maintaining accurate databases of client information• Administering auto enrolment schemes for existing corporate clients• Proactively deals effectively with queries from clients, advisers, colleagues and product providers.• To ensure that work is correctly prioritised and that agreed deadlines are met.• Ensure client records are accurate and kept up to date as per the company procedures.• Ensure all dealings with colleagues and clients are carried out in a professional and courteous manner.• Maintain all standards of performance as required by the company.• Deals effectively with providers using any relevant means of communication, such as email, letter, fax or phone regarding new and existing business transactions.• Maintain a strong working relationship with all employers that you work alongside to become a key contact point. Show less

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  EBCam Employee Benefits & Independent Financial Advisors

  Jul 2022 - now

  Client Relationship Manager

  • Supervise the CRS team ensure appropriate allocation of work and compliant service delivery.• Assist in the day to day management of the CRS team reporting to Section Head / Director• Support CRS team in their professional learning and development• Day to day running of existing and new EB clients pension and ancillary schemes liaising with clients and company contacts as required• Ensuring all business complies with company and Regulator requirements• Maintaining accurate databases of client information• Administering auto enrolment schemes for existing corporate clients• Proactively deals effectively with queries from clients, advisers, colleagues and product providers.• To ensure that work is correctly prioritised and that agreed deadlines are met.• Ensure client records are accurate and kept up to date as per the company procedures.• Ensure all dealings with colleagues and clients are carried out in a professional and courteous manner.• Maintain all standards of performance as required by the company.• Deals effectively with providers using any relevant means of communication, such as email, letter, fax or phone regarding new and existing business transactions.• Maintain a strong working relationship with all employers that you work alongside to become a key contact point. Show less