I am a Job Seeker looking for work

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 Senior Administrator to assist the Manager & Supervisor with the operations of the Welcome & New Business Teams.

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 working knowledge of systems such as 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