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Overview

Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting portfolio. To support them through this, they require a New Business Administrator to join an established team.

As a New Business Administrator you will:

• Deal with queries from clients, both internally and externally via telephone or written communication
• Produce new business and additional single premium illustrations across all products
• Accurately create and maintain client records on team workflow system throughout the pre-sale process
• Vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
• Update systems appropriately following receipt of outstanding documentation for pipeline applications
• Work to tight deadlines and ensure issue checking is prepared by the set daily deadline
• Manage flow of incoming tasks throughout the day, identifying problem areas and offer various solutions wherever possible
• Identify & log any complaints that are received and ensure the complaints procedure is followed correctly

The ideal candidate for the role of New Business Administrator will have:

• A minimum of 1 years' experience in Financial Services
• GCSE (or equivalent) grade C or above English and Maths
• Good knowledge of MS Office Suite Applications (Word, Excel, Outlook)
• Ability to draft thorough and comprehensive letters / fax
• Experience within a customer facing administration role
• Good planning and organisational skills
• Ability to work within a team or on own initiative
• Can maintain high level of accuracy and still work within agreed service standards
• Ability to work under pressure
• Excellent communication skills (written & verbal) and a good team player
• Clear understanding of Customer Service and commitment to providing outstanding customer service
• Excellent telephone manner
• Knowledge of the regulatory framework (AML/KYC)
• Ability to meet individual targets and goals with accurate results