Job Reference: 35143
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking a Policy Servicing and Transactions Administrator for a client-facing administrative role that supports customers with their policy requirements. The successful candidate will need to communicate effectively over the phone and craft clear email communications. A good level of computer literacy is essential, as the operations teams use a number of systems and applications to fulfil their responsibilities. The role requires a keen eye for detail to ensure client information is accurate and compliance with legal, audit, and AML requirements is maintained. Job Duties: Support customers regarding their policy servicing requirements, such as premium changes, premium holidays, switches, surrenders, new business, queries, and other client instructions. Adhere to current customer service standards, prioritising workload and monitoring outstanding deliverables. Communicate effectively and professionally with customers, intermediaries, or regions via telephone and email. Assist in producing training material to maintain operational procedures. Conduct risk and issue reporting using the risk reporting tool. Proactively identify opportunities to enhance policy servicing deliverables and efficiencies. Maintain a continual focus on customer experience, ensuring customers are kept informed and treated fairly. Ensure compliance with legal, audit, and AML requirements, performing reviews of client due diligence as part of the servicing event and undertaking video/security calls where necessary. Assist with the delivery of projects or initiatives as directed by line management. Conduct reviews of individual and corporate customers during onboarding or trigger events, determining risk profiles as part of the 4-eye principle and due diligence requirements. Ensure adherence to AML/due diligence/fraud controls and requirements. Update customer profiles as needed and escalate data gaps to appropriate teams. Make customer contact where relevant to obtain additional information or documentation and store evidence of reviews performed according to defined procedures. Consider operational alignment requirements across all Unit Linked Operations teams and support testing of updated systems and procedures. Stay informed of operational changes and compliance updates and attend internal and external training sessions to maintain a high level of technical expertise. Professional qualifications will be supported. Job Requirements: Strong attention to detail. Excellent time management and prioritisation techniques. Results-focused and deadline-driven. Strong mindset for continuous improvement. Ability to establish strong relationships at all levels and across multiple regions. Excellent communication skills. Ideally, experience within the finance industry at administrator level. GCSE English and Maths. Understanding of regulatory requirements. Experience in a customer services environment. Knowledge of AML. Tech-savvy with experience in Microsoft 365 and Adobe. What You’ll Love:​​​​​​​This role offers a unique opportunity to play a key part in enhancing customer experience within a dynamic team. You will work in a collaborative environment with pathways for professional development and training to advance your skills in administration and client interactions. The organisation prioritises employee growth, providing a supportive atmosphere to evolve in your career. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

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