Policy Servicing & Transactions Senior Administrator

Job Reference: 32170
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking an experienced and adaptable Senior Administrator to join their Policy Servicing and Transactions team. This full-time, permanent role is based in Guernsey and offers a dynamic working environment in the financial services industry. The successful candidate will provide administrative support primarily in relation to servicing unit-linked plans and processing client requests. The role offers excellent opportunities for personal development, with the provision of funding and support for a Chartered Insurance Institute (CII) Certificate in Insurance or similar qualification.   Job Duties: Support customers with policy servicing requirements, including premium changes, premium holidays, switches, surrenders, new business, queries, and other client instructions. Adhere to customer service standards by prioritising workloads and monitoring outstanding deliverables. Communicate effectively with customers, intermediaries, and regions via telephone and email. Assist with the production of training material and maintaining operational procedures. Conduct risk and issue reporting via the risk reporting tool. Identify opportunities to enhance policy servicing deliverables and improve efficiencies within the team. Ensure a continual focus on customer experience by keeping customers informed and treating them fairly. Adhere to legal, audit, and Anti-Money Laundering (AML) requirements, including performing client due diligence (CDD) reviews as part of the servicing event. Assist with the delivery of projects or initiatives as directed by line management. Perform reviews of individual and corporate customers as part of on-boarding or trigger events, ensuring AML, due diligence, and fraud controls are followed. Escalate data gaps and perform necessary customer contact to obtain further information or documentation. Stay informed on operational changes and compliance updates. Attend internal and external training sessions to maintain technical expertise.   Job Requirements: Strong attention to detail and excellent time management skills. Ability to work under pressure and prioritise tasks effectively. Experience in a customer service environment, ideally within the finance industry. Understanding of regulatory requirements, including AML and customer due diligence (CDD). Strong computer skills, including proficiency in Microsoft 365 and Adobe. GCSEs in English and Maths or equivalent qualifications. Knowledge of risk assessment and regulatory requirements.   What You’ll Love: Joining our client’s team provides an excellent opportunity to work in a highly regarded organisation that offers a supportive and dynamic environment. You will have access to personal development opportunities, including professional qualifications, and be part of a company that values its core principles: Wise, Exceptional, Aspiring, Lively, Trustworthy, and Human. The role provides a unique opportunity to work within the wealth management and insurance sector and contribute to the company’s continued success. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here    

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