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Policy Servicing Administrator, Guernsey

2022-05-05 18:23:062022-07-01 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Customer ServicesCompliance Trainee roles
Start Date ASAP
Job Ref XS210159
Job Views 22
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Policy Servicing Administrator. This role is also open to A Level school leavers or graduates.

Key responsibilities will include;

•Processing of new business applications, in line with servicing standards, ensuring appropriate legal / AML requirements are met;
•Support client welcome and online service centre registration as part of the on-boarding process;
•Processing of Policy Servicing transactional requirements, ensuring adherence to service standards and that appropriate legal / AML requirements are met;
•Processing of Intermediary change requests and Discretionary Switch Authorities received from Client or Intermediary, performing up front instruction validation on receipt;
•Monitor and report new business and transactional pipeline;
•Support reconciliation and timely clear-down of relevant policy control accounts;
•Perform Client Risk Assessments and undertake enhanced due diligence checks, using certain applications
•Process accurate client static data input;

The successful candidate will be:

•A dynamic individual wanting a new challenge within the Finance sector and looking to develop Insurance experience, as well as those with existing administrative and customer servicing experience;
•A good proficiency in English and Maths
•Good computer skills with capabilities in Word & Excel
•Able to work under time pressure
•AML, CDD, Risk assessment awareness, including local regulatory requirements will be an advantage

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

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