Senior Customer Services Administrator – Agency & Commissions

Job Description

Duties include:
Processing new terms of business applications for intermediaries
Undertaking regular reviews of existing intermediary relationships to ensure they continue to meet the Conduct of Business Code requirements
Regular communication by telephone and email with brokers and Sales Team
Processing suitable certifier applications
Carrying out agency amendments and processing payments

Skills and experience:
A minimum of 5 years financial services experience
An awareness of intermediary terms of business applications
An understanding of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance
Awareness of the Isle of Man Financial Services Authority Conduct of Business Code for Long Term Insurance
Experience of processing UK and International payments
An understanding of corporate legal structures would be beneficial
Ability to deliver against deadlines and excellent organisational skills
Ability to deliver accuracy and quality performance
Strong communication skills
Able to operate with minimal supervision