Customer Service 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 Customer Service Administrator to join an established team. The Customer Service Administrator will effectively deliver excellent customer service to clients and IFAs by the processing of telephone calls, email and Webchat requests within specified servicing times. Duties will include:

  • Deal with internal and external customers professionally, concisely and accurately via telephone, fax and e-mail
  • Identify problem areas and offer various solutions wherever possible
  • Adhere to regulatory legislation and ensuring compliance requirements are met and to the Service Level Agreements in place
  • Ability to process individual policyholder/trustee Extranet registrations
  • Produce in force illustrations when required and chargeable event calculations
  • Fully support and participate in any campaigns including generation of leads
The ideal candidate for the role of Customer Service Administrator will have:
  • A minimum of 1 years experience in a Financial Services business
  • Good working knowledge of Microsoft Office applications (Word, Excel, Outlook)
  • Ability to draft letters/fax
  • Experience within a customer facing administration role
  • Good planning and organisational skills
  • Ability 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
  • Strong communication skills (written & verbal)
  • Good team player
  • Clear understanding of Customer Service
  • Commitment to providing outstanding customer service
  • Good telephone manner


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