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Client Case Management Administrator, Guernsey

2022-06-16 18:23:052022-07-22 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Insurance
Start Date ASAP
Job Ref XS210486
Job Views 30
Description
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Client Case Management Administrator.

Key responsibilities will include;

•Working as part of their dynamic case management team, support their customers with regards to their premium payments considering various options to ensure that their customers obtain maximum value opportunities from their policies by continuing to invest
•Communicate effectively and professionally with their customers, intermediaries or Regions via telephone or email communication, performing customer care aspects where required
•Perform security calls and video calls for certification of document requirements and also as a fraud prevention
•Proactively support the reinstatement of a plan that has been dormant, ensuring the correct documentation is collected from their customer and monitor the end-to-end conclusion
•In conjunction with the team, proactively identify other opportunities to enhance their customer retention (keeping our customers)
•Adhere to their current customer service standards, prioritising workload and monitoring outstanding deliverables
•Assist the Team Leader in tracking and reporting performance of the activities in terms of customer benefits, financial benefits and impact on customer retention rates
•Perform Anti-Money Laundering, due diligence and customer risk reviews on instructions received including new business, and policy servicing requirements

The successful candidate will be:

•Adaptable and customer-focused, with customer experience
•Good computer skills with capabilities in Word & Excel
•AML, CDD, Risk assessment awareness, including local regulatory requirements will be an advantage
•A positive ‘can do’ attitude to learning and work ethic

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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