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Policy Servicing Administrator (O910729)

Douglas, Isle of Man

Accounting & Finance

£23,000 per annum plus benefits

Full time / Permanent

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Job description


Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Policy Servicing Administrator to effectively deliver a direct service to clients and IFAs by the processing of Servicing requests within specified servicing times.

Role Profile

  • Strong Written and Verbal communication internally/externally
  • Ability to deal with clients, both internal and external by telephone, fax and e-mail
  • Assist with coaching & training team members, providing feedback to department manager
  • Assist with checking work produced by other team members
  • Identify problem areas and offer various solutions wherever possible
  • Adhere to regulatory legislation and ensure compliance requirements are met
  • Work as part of a team
  • Work to deadlines
  • Vetting, setting up and processing of Assignments & Notice of Interest
  • Vetting and processing Trust requests (placing into Trust, Additional Trustees/Retirement of Trustees requests etc.)
  • Dealing with and understanding Death claims processes
  • Checking and applying Regular premiums to the system
  • Processing more complex work items

Person Profile

  • Minimum of 2 years' experience in Financial Services
  • Detailed Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
  • Ability to compose good standard of ad hoc letters / fax
  • Considerable experience within a customer facing administration role
  • Strong 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)
  • Excellent telephone manner
  • Commitment to providing outstanding customer service
  • Knowledge of the regulatory framework (AML/KYC)
  • Ability to meet individual targets and goals with accurate results
  • GCSE (or equivalent) grade C or above English and Maths

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