Policy Servicing Administrator

3 weeks ago


Douglas, United Kingdom Orchard Recruitment Ltd Full time

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 itemsThe 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 * Strong planning and organisational skills. * 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)



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