Policy Servicing Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8117

LIVE

We have a great new opportunity for a Policy Servicing Administrator to join a leading provider of insurance-based wealth solutions in Guernsey.

 

Key duties will include:

  • Processing of new business applications, in line with servicing standards, ensuring appropriate legal / AML requirements are met
  • Support client welcome and online service centre registration as part of the on-boarding process
  • Processing of Policy Servicing transactional requirements, ensuring adherence to service standards and that appropriate legal / AML requirements are met
  • Processing of Intermediary change requests and Discretionary Switch Authorities received from Client or Intermediary, performing up front instruction validation on receipt
  • Monitor and report new business and transactional pipeline

 

More information about this role is available upon request – contact the team today for further details.



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