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
