Policy Servicing Administrator


Details:
  • Salary: £24,000 - 26,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Douglas Isle of Man
  • Date: 1 week ago
Description:

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme 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.

The Policy Servicing Administrator will:

* 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

* 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

The ideal candidate for the role of Policy Servicing Administrator will have:

* A minimum of 2 years' experience in the Financial Services sector

* Detailed Knowledge of Microsoft Office Applications (Word, Excel, Outlook)

* Strong planning and organisational skills

* Considerable experience within a customer facing administration role

* Strong planning and organisational skills.

* Able 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)

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