Claims Administrator – FTC

  • Post Date: March 31, 2022
  • Isle of Man
Job Description

Role Description:
To effectively deliver a direct service to clients and IFAs by the processing of claims requests within specified servicing times

Role Responsibilities:
– Working consistently as part of a team
– Ensuring all work deadlines are met
– Competent in the various input requirements on our Administration system
– Receiving, understanding, validating and correctly updating amendments to client records on AIA, such as address and bank details.
– Receiving, understanding, validating, correctly setting up and payment of both Regular and Single withdrawals
– Receiving, validating and correctly processing the setting up, amendment and cancellation of regular withdrawals
– Receiving, understanding, validating, correct processing and payment of full and segment surrenders
– Receiving, understanding, validating, correct processing and payment of open surrenders where illiquid funds are held
– Calculating and providing Chargeable Gain information where applicable for Regular withdrawals, Single withdrawals and surrenders requests received
– Dealing with and understanding AML requirements

Skills & Experience Required:
– Reasonable knowledge of Microsoft Office applications (Word, Excel, Outlook)
– Ability to draft letters/fax
– Computer literate – comfortable using a wide variety of systems
– Some exposure to an office environment and basic office skills
– Good telephone manner
– 5 x GCSE (or equivalent) grade C or above, including English and Maths

Phone 01624 615600