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Overview

Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting technology portfolio. To support them through this, they require a Business Administrator to assist the Manager & Supervisor with the operations of the Welcome & New Business Teams, to effectively deliver a direct service to clients, both internal and_external by the processing of all requests within specified servicing times.

Job Role

• Excellent written and verbal communication both internally & externally
• Ability to deal with queries from clients, both internally and externally via telephone or written communication.
• Ability to produce new business and additional single premium illustrations across all products
• Thorough understanding of the underwriting, special deal, source of wealth and territory decision processes
• Strong understanding of our application forms and KYC/AML requirements
• Adhering to regulatory legislation and ensuring compliance requirements are met
• Accurately creates and maintains client records on team workflow system throughout the pre-sale process
• Ability to vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
• Updates systems appropriately following receipt of outstanding documentation for pipeline applications
• Working to tight deadlines and ensuring issue checking is prepared by 3pm
• Capable of working to tight deadlines & displays good time management skills by monitoring and managing flow of incoming tasks throughout the day
• Identify problem areas and offer various solutions wherever possible
• Identify & log any Complaints / VODs that are received. Ensuring the complaints procedure is followed correctly

Person Profile

• A good knowledge of Utmost product range, charging structures and procedures.
• A good working knowledge of company systems including Microsoft office, AIA, ICE, APACHE, WORM, CARE LOGGER
• Excellent telephone manner
• Excellent communication skills both written and verbal
• Ability to work under pressure.
• Commitment to providing outstanding customer service