Senior Administrator Policy Servicing

Our client is seeking a Senior Customer Service Administrator within the Policy Servicing department to assist the Policy Servicing Supervisor in delivering a high-quality service to both clients and Independent Financial Advisors (IFAs). The role involves processing all requests within specified service times and ensuring compliance with regulatory requirements. The Senior Customer Service Administrator will support the supervisor in monitoring workflow, mentoring new team members, and developing improved controls and procedures. Candidates should possess strong written and verbal communication skills and demonstrate a proactive approach to problem-solving. This full-time position is based in the Isle of Man and requires a commitment to maintaining high standards of service and accuracy. The successful candidate will play a vital role in helping to uphold the department's quality and efficiency.

Job Duties:

• Assist the Policy Servicing Supervisor with day-to-day operations in the department.
• Process client and IFA requests in a timely manner.
• Identify and provide solutions to problem areas as they arise.
• Adhere to regulatory and compliance requirements.
• Support and mentor new team members, fostering their development.
• Check work produced by team members to ensure accuracy.
• Liaise with technical areas regarding complex issues and update process notes.
• Maintain and review departmental procedure notes regularly.
• Address and resolve complaints while following established procedures.
• Contribute to the achievement of service standards and departmental objectives.

Job Requirements:

• Minimum of 2 years’ experience in Financial Services.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Experience in a customer-facing administration role.
• Understanding of Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements is preferred.
• Excellent planning and organisational skills.
• Ability to work well within a team or independently.
• Strong attention to detail and accuracy.
• Ability to work under pressure and meet tight deadlines.
• Positive attitude with a willingness to learn and adapt.
• Exceptional communication skills, both written and verbal.
• Commitment to providing outstanding customer service.

What You’ll Love:

​​​​​​​This role offers the opportunity to contribute to the maintenance and enhancement of a reputable service in the financial sector. Working in a collaborative environment, you will have the chance to develop your skills in administration and customer service while engaging in ongoing professional development. The organisation values your growth and provides ample opportunities for training, career advancement, and personal development.

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