Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting portfolio. To support them through this, they require a New Business Administrator to join an established team.
As a New Business Administrator you will:
Deal with queries from clients, both internally and externally via telephone or written communication
Produce new business and additional single premium illustrations across all products
Accurately create and maintain client records on team workflow system throughout the pre-sale process
Vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
Update systems appropriately following receipt of outstanding documentation for pipeline applications
Work to tight deadlines and ensure issue checking is prepared by the set daily deadline
Manage flow of incoming tasks throughout the day, identifying problem areas and offer various solutions wherever possible
Identify & log any complaints that are received and ensure the complaints procedure is followed correctly
The ideal candidate for the role of New Business Administrator will have:
A minimum of 1 years' experience in Financial Services
GCSE (or equivalent) grade C or above English and Maths
Good knowledge of MS Office Suite Applications (Word, Excel, Outlook)
Ability to draft thorough and comprehensive letters / fax
Experience within a customer facing administration role
Good planning and organisational skills
Ability to work within a team or on own initiative
Can maintain high level of accuracy and still work within agreed service standards
Ability to work under pressure
Excellent communication skills (written & verbal) and a good team player
Clear understanding of Customer Service and commitment to providing outstanding customer service
Excellent telephone manner
Knowledge of the regulatory framework (AML/KYC)
Ability to meet individual targets and goals with accurate results
