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Senior Customer Service Administrator (O911004)

Isle of Man

Assurance & Insurance

Salary DOE plus bonus and benefits package

Full time / Permanent

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Job description

Overview

Our leading Douglas-based Finance Sector Client is undergoing a time of significant growth and transformation as they integrate a recent corporate acquisition. To support these endeavours, they are seeking an experienced Senior Customer Service Administrator.

The purpose of this role is to provide a point of contact for support, technical administration assistance and general relationship management to brokers, the sales force and regional offices.

Role Profile

Reporting to the Customer Services Team Manager, the main duties for the role holder will include:

  • Review new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes
  • Ensure that new business applications have been accepted and processed in line with the company's internal guidelines & procedures
  • Contact Financial Advisers and Customers to request outstanding information
  • Establish and maintain 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

Person Profile

To ensure that this roles are carried out to the desired level, the successful candidate will need the following skills and experience:

  • A minimum of 5 years' experience within a customer services role within Investments or Life Assurance
  • A good understanding of the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism
  • Excellent communication and organisational 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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