Senior Administrator - Claims
Isle of Man
Permanent
Our client seeks a Customer Services Senior Administrator to join their claims team.
Key Responsibilities:
- Review surrender/withdrawal forms from existing customers, including supporting documents such as AML and trust deeds.
- Process withdrawal information on systems with a high degree of accuracy and in accordance with product rules.
- Effectively communicate with advisers and sales team regarding the status of withdrawals and the required information/documents
- Peer check work items to confirm all in order. If so raise or authorise investment instructions for dealing team.
- Authorise payments in line with customers instructions.
Key Skills and Experience:
- Detail focussed, can work with a high degree of accuracy.
- Good communication skills (written and verbal).
- Strong numerical skills.
- Experience of offshore bonds or other financial products desirable..
