Description

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