Policy Servicing Administrator

3 weeks ago


Isle of Man, 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 items
The 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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