Policy Servicing Administrator

  • Post Date: May 8, 2024
  • Apply Before: June 30, 2024
Job Description

Our client is currently seeking a new Policy Servicing Administrator to join the Policy Servicing team, delivering excellent Customer Service and processing requests within deadlines.

Role Responsibilities

– Handle queries directly from clients, both internal and external by telephone, fax and e-mail

– 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

– Complete 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

Skills & Experience Required

– Minimum of 2 years’ experience in Financial Services.

– Detailed Knowledge of Microsoft Office Applications (Word, Excel, Outlook)

– Ability to compose good standard of ad hoc letters / fax

– Considerable experience within a customer facing administration role

– Strong 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.

– Excellent communication skills (written & verbal)

Salary & Benefits

The salary for this role is negotiable, dependent upon experience and a full benefits package is included.