Policy Servicing Administrator (O912129)
Douglas
Assurance & Insurance
Salary DOE plus benefits package
Full time / Permanent
Job description
Overview
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
- 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)