Senior Customer Services Administrator - Third Party Servicing (Douglas)


Senior Customer Services Administrator


Our client has a vacancy within the Third Party Servicing team in Customer Services.


This position is primarily responsible for a range of client servicing duties for their Third Party relationships.


The main duties are:-


  • Processing (reviewing and vetting) Client instructions, including handling premiums, withdrawals and surrenders.
  • General servicing duties, including assignments, change of address, change of agent, change of name etc.
  • Appointment/removal of Discretionary Managers.
  • Dealing with Trusts, including policies transferring into a trust etc.
  • Dealing with queries and requests from third party providers.
  • Contribute towards the production and improvement of processes within a newly structured team handling all aspects of third party servicing.



May include: -


  • New Business Application Processing.
  • Checking and authorisation of work processed by other administrators.



The successful candidate will have:-


  • A minimum of 5 years experience servicing administration/payments within Finance or Life Assurance.
  • Excellent understanding and proven experience of Anti Money Laundering requirements.
  • New business processing experience would be advantageous.
  • Attention to detail - this is key to this role
  • A good knowledge of Microsoft Office. 
  • Excellent written communication skills.
  • Excellent problem solving skills
  • Enthusiastic team player with strong communication skills and also the ability to work on their own initiative
  • Ability to plan & organise work to meet deadlines.


This is a diverse and challenging role for someone who can take their existing knowledge and skills and apply it to a diverse range of tasks with minimal supervision.




Request a call-back about this role using the form below.