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Business Persistency and Client Outcome Support Administrator, G

2022-04-21 12:23:072022-05-27 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Customer Services
Start Date ASAP
Job Ref XS210042
Job Views 37
Description
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Business Persistency and Client Outcome Support Administrator.

Key responsibilities will include;

•Undertake customer contact in order to maximize Business Persistency and ensure that clients obtain maximum value from their policies
•Assist the Team Leader in development and implementation of Business Persistency policies and procedures, proactively identifying approaches to enhance customer retention
•Adhere to customer service standards, proactively identifying enhancements and solutions in order to actively address conduct of business risk
•Assist the Team Leader in tracking and reporting performance of the Business Persistency activities in terms of customer benefits, financial benefits and impact on business retention rates Carry out Anti-Money Laundering reviews of instructions including New Business, Encashment, Increases, Assignments and any other transactions as requested.
•Apply measures to enable increased retention as part of business processes, such as when clients are considering a full surrender of their plan.
•Proactively carry out contact to clients and intermediaries in order to reinstate dormant plans or as part of the document reviews undertake security calls.
•Ensure a continual focus on customer outcome, keeping customers informed and treating customers fairly.
•Undertake ad-hoc tasks or projects as determined by line management.

The successful candidate will have:

•Experience in the Insurance, Banking or Investment sectors/Financial Institution
•Adaptable and customer-focused, with customer service experience
•Proficiency in MS Office applications with well-established capabilities in Word and Excel

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.


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