30 Oct 2019

Senior New Business Administrator

Ref 32446

A insurance specialists has an opening for a New Business Administrator whose responsibility will be to:

  • Process new business transaction requests adhering to processing requirements and controls imposed
  • Ensure adherence to Regulatory and Audit requirements, such as following the AML guide and checking CDD
  • Communicate effectively across Operational Departments, the Company's regional offices and service providers to ensure the delivery of outstanding customer service
  • Client set up on the policy admin system
  • Inputting new business applications on the policy admin system
  • Assisting with the processing of policy change of names and processing beneficiaries
  • Client static data i.e tax reports and KYC requirements, and risk assessments input
  • General office administration support across operations

The desirable candidate will have the following skills:

  •  Good Knowledge of CDD and Regulatory requirements for onboarding new clients.
  • Strong operational background in a financial environment. Will typically have spent at least 3 years in a financial services environment and may have a practical knowledge of life assurance products.
  • Experience of directing/mentoring other staff and working in a team environment.
  • Accuracy and attention to detail within defined deadline.
  • Typically A level standard with proficiency in English and Math.
  • 3 years’ experience in a financial services role 
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