Our client is seeking a Policy Servicing and Transactions Administrator for a client-facing administrative role that supports customers with their policy requirements. The successful candidate will need to communicate effectively over the phone and craft clear email communications. A good level of computer literacy is essential, as the operations teams use a number of systems and applications to fulfil their responsibilities. The role requires a keen eye for detail to ensure client information is accurate and compliance with legal, audit, and AML requirements is maintained.
Job Duties:
- Support customers regarding their policy servicing requirements, such as premium changes, premium holidays, switches, surrenders, new business, queries, and other client instructions.
- Adhere to current customer service standards, prioritising workload and monitoring outstanding deliverables.
- Communicate effectively and professionally with customers, intermediaries, or regions via telephone and email.
- Assist in producing training material to maintain operational procedures.
- Conduct risk and issue reporting using the risk reporting tool.
- Proactively identify opportunities to enhance policy servicing deliverables and efficiencies.
- Maintain a continual focus on customer experience, ensuring customers are kept informed and treated fairly.
- Ensure compliance with legal, audit, and AML requirements, performing reviews of client due diligence as part of the servicing event and undertaking video/security calls where necessary.
- Assist with the delivery of projects or initiatives as directed by line management.
- Conduct reviews of individual and corporate customers during onboarding or trigger events, determining risk profiles as part of the 4-eye principle and due diligence requirements.
- Ensure adherence to AML/due diligence/fraud controls and requirements.
- Update customer profiles as needed and escalate data gaps to appropriate teams.
- Make customer contact where relevant to obtain additional information or documentation and store evidence of reviews performed according to defined procedures.
- Consider operational alignment requirements across all Unit Linked Operations teams and support testing of updated systems and procedures.
- Stay informed of operational changes and compliance updates and attend internal and external training sessions to maintain a high level of technical expertise.
- Professional qualifications will be supported.
Job Requirements:
- Strong attention to detail.
- Excellent time management and prioritisation techniques.
- Results-focused and deadline-driven.
- Strong mindset for continuous improvement.
- Ability to establish strong relationships at all levels and across multiple regions.
- Excellent communication skills.
- Ideally, experience within the finance industry at administrator level.
- GCSE English and Maths.
- Understanding of regulatory requirements.
- Experience in a customer services environment.
- Knowledge of AML.
- Tech-savvy with experience in Microsoft 365 and Adobe.
What You’ll Love:
This role offers a unique opportunity to play a key part in enhancing customer experience within a dynamic team. You will work in a collaborative environment with pathways for professional development and training to advance your skills in administration and client interactions. The organisation prioritises employee growth, providing a supportive atmosphere to evolve in your career.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
