16 Mar 2023

Policy Servicing and Business Support Administrator

Ref 32446

A leading provider of wealth services, has an opening for a Policy Servicing and Business Support Administrator to join their dynamic team. 

The role holder will be responsible for the processing all of the policy servicing requirements, which includes conducting investigations, pricing calculations, reporting, and monitoring outstanding deliverables. Further support to assist with the production of the training material and operational procedures, to drive and support additional training requirements.

The desirable candidate will have the following skills:

  • Communicate effectively and professionally with customers
  • Good experience with Excel, Word and Outlook
  • AML / CDD / Risk awareness (advantageous)
  • Excellent oral, presentation and written communication skills

Support to undertake the CII certificate to enable personal development and awareness of Insurance products and processes, is being offered with this role. 

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