Senior Customer Service - Agencies&Commissions (12mnths) (Douglas)
Description:

Customer Services – Agency & Commissions Senior Administrator

The role would suit a high performing person, with an understanding of Conduct of Business Code, suitable certifer due diligence and regulatory requirements.

The main duties for the role holder will include:

  • Regular communication by telephone and email with brokers and the Sales Team
  • Processing suitable certifier applications
  • Carrying out agency amendments
  • Investigating Broker debts
  • Commission statement requests
  • Commission queries

Typical Knowledge and Experience:

  • A minimum of 5 years financial services experience
  • An awareness of intermediary terms of business applications
  • A understanding of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance
  • Awareness of the Isle of Man Financial Services Authority Conduct of Business Code for Long Term Insurance.
  • An understanding of corporate legal structures would be beneficial
  • Ability to deliver against deadlines and excellent organisational skills
  • Ability to deliver accuracy and quality performance
  • Strong communication skills
  • To be able to operate with minimal supervision

 

 

 


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