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Customer Services Senior Administrator (O910169)

Douglas, Isle of Man

Assurance & Insurance

£22,000 - £26,000 per annum

Full time / Permanent

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Job description

Overview

Our Client is a large Financial Services company based in Douglas. They are currently seeking an experienced team member to join their Customer Services team. Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements and a keen eye for detail.

Role Profile

The purpose of the role is to provide a point of contact for support, technical administration assistance and general relationship management to the company's brokers and sales force. The main duties for the role holder will include:

  • Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes
  • Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures
  • Contacting Financial Advisers and Customers to request outstanding information
  • Client set up on Customer Relations Management (CRM) system and the company's Platform
  • Data capture and recording management information data
  • Providing support and assistance to the sales force and brokers on processes and operational procedures
  • Establishing and maintaining strong relationships with brokers, sales and regional offices in order to identify their needs and work out how the company can best meet their requirements
  • Working with other departments in executing corporate projects and plans

Person Profile

  • A minimum of 5 years' experience within a new business role within Investments or Life Assurance
  • Strong communication and organisational skills
  • Excellent oral and written communication skills
  • Excellent report-writing and analytical skills
  • Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
  • Ability to deliver against deadlines
  • Ability to deliver accuracy and quality performance
  • Strong attention to detail skills

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