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Sales Support Senior Administrator, Guernsey

2022-07-21 18:23:052022-08-26 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Compliance Insurance
Start Date ASAP
Job Ref XS210767
Job Views 36
Description
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Sales Support Senior Administrator.

Key responsibilities will include;

•Sales Support: Receive and review quote requests to ensure we have all required information to be able to produce a quote
•Request quote from Pricing and monitor timelines and ensure any deadlines are met
•On-boarding on new clients: Issue New business pack (including deposit invoice)
•Follow up for any outstanding information required to finalise the set up
•Register the broker on the OSC
•To ensure KPIs are adhered to: new business implementation within 20 days of on risk date
•Response to client queries within 2 business days
•To gather all information required for pricing to prepare the quote
•To ensure that quotes are issued in a timely manner and match the client’s requirements
•To ensure AML is gathered for all new business cases

The successful candidate will have:

•The ability to use initiative and contribute to the enhancement of processes & procedures to maximise efficiencies
•Ability to provide high quality customer services, professional and a client focused approach
•Flexibility and adaptability to meet client’s and business’ needs
•Good academic qualifications
•Intermediate level experience of Word, Excel and Outlook software

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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