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Job Purpose:
A Senior Administrator is required to join the Advisor Support team of an international Life Assurance company on a permanent basis. Based at the IoM Business Park, the role holder will act as the primary point of contact for both IFA and customer enquiries.

Key Responsibilities:
Handle 50-80 calls and enquiries on average per day whilst meeting all client expectations.
Take ownership of following all enquiries through to resolution.
Achieve a minimum pass rate of 90% in monthly call monitoring.
Recognise any complaints received within the area and refer appropriately within required timescales.

Skills & Experience:
3 years previous experience within Financial Services, ideally in a senior role within Life Assurance.
Previous experience in a similar customer or client contact role.
Excellent communication skills, comfortable dealing with company stakeholders and customers at all levels.

Hours & Benefits:
Full-time business hours; salary commensurate with relevant skills and experience; full company benefits.

Job Purpose:
Spanish speaking Administrator required to join the Customer Service New Business Team at an International Life Assurance Organisation.

Key Responsibilities:
Reviewing new business applications to ensure they are in line with the Isle of Man financial services authority guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
Ensuring that new business applications have been accepted in line with the company's internal guidelines.
Contacting Financial Advisers and Customers to request outstanding information in both English and Spanish.
Processing new business applications and translating documentation in Spanish into English.

Skills & Experience:
A minimum of 2 years financial services experience ideally in a new business or compliance role within Life Assurance.
Strong communication in both English and Spanish languages.
Excellent organisational skills and attention to detail.

Hours & Benefits:
Competitive salary and benefits package, Douglas based employer.

Job Purpose:
A Retail Sales Advisor with an enthusiasm and interest in mobile technology, is required to join the team of a leading Telecommunications provider. The role will require the provision of professional advice and support services to customers and previous experience in a retail sales role, is required.

Key Responsibilities:
Demonstrate and sell products and services for mobile and residential technical products.
Able to clearly provide information for customers to make informed decisions.
Process all orders and work within targets set by the company.
Fully competent in the use of computerised systems.

Skills & Experience:
Excellent level of personal presentation; giving a professional impression, as well as providing an efficient sales service to customers.
Previous experience in a Retail sales role, with an understanding of modern retail technology.
Able to demonstrate and sell products and services which comprise the mobile and residential services portfolio.

Hours & Benefits:
37.5 hours a week, Monday to Saturday.

Job Purpose:
Customer Service Administrator required to join leading life assurance organisation.

Key Responsibilities:
Reviewing documentation submitted for alterations to contracts.
Liaising with customers and financial advisors by telephone and in writing.
General servicing on insurance/savings contracts.

Skills & Experience:
2 years previous experience.
A good understanding of the Insurance (Anti-Money Laundering) Regulations, knowledge of the Customer Due Diligence requirements.
Ability to work with minimal supervision.

Hours & Benefits:
Douglas based employer, business hours.

Job Purpose:
Multiple Administrators required to join a project team on a 2-3 month temporary basis to undertake a FATCA & CRS data cleanse project.

Key Responsibilities:
Review Stakeholder cases and ensure correct information is present and up to date in line with regulations.
Liaise with necessary parties in regards to any policy updates.
Process any changes via in house system.
Carry out data analysis and deal with any queries from internal clients.
Ensure all servicing requirements are completed in an accurate and consistent manner and policies are adhered to.
Build and maintain professional relationships with colleagues and liaise in other areas of the business.

Skills & Experience:
Previous office administrative experience required, preferably within financial services.
Knowledge and experience working with KYC and CCD requirements.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Competitive rates of pay, full time, business hours, based in Central Douglas.

Job Purpose:
An experience Sales Executive is sought by an expanding Douglas-based Payroll & Contractor Services company, on a permanent basis. The successful applicant will be selling company products and services to warm client leads.

Key Responsibilities:
Manage your own workflow, lead pipeline, and priorities.
Manage the aftersales relationship, building ongoing relationships and identifying cross selling/referral opportunities.
Create your own leads to add to those provided, to help exceed targets.
Manage client applications from application through to payment, hand-holding throughout the entire process.
Monitor competition by gathering current marketplace information on products and pricing, recommending changes where necessary.

Skills & Experience:
2 years previous experience within a sales-focused role, with a proven track record in meeting and exceeding sales targets.
Excellent customer service and communication skills with clear experience in sales prospecting, negotiating, and closing.
Knowledge of UK contractor, tax, umbrella and limited company structures would be advantageous.

Hours & Benefits:
Very competitive salary with an company attractive commission structure and company benefits; full time business hours.

Job Purpose:
Technical Administrator required on a permanent basis for an international life organisation to support the Customer Service Centre, Relationship Management, Regional Offices and Sales Consultants.

Key Responsibilities:
Carry out Root Cause Analysis and Problem Solving as required and highlighted by quality data from a variety of sources such as the Quality Tool, Error Log, and Complaints etc.
Use in-depth technical knowledge to develop 'first line of defence' mechanisms to support risk framework or Financial Control Initiative (FCI).
Guide others through the management of complex queries through imparting knowledge.
Conduct technical skills coaching with team members as required in partnership with the Work Place Coaches.
Responsible for the definition of current business processes through the use of User Guides, Process Guides, Control documentation and any other supporting documents ensuring their accuracy. You may be required to audit against these documents.
Accurate and efficient completion of administrative tasks in the relevant area. This may, from time to time, include the allocation of work to colleagues.
Handle any process or system related referrals. Completion of problem solving activities, and making key decisions and recommendations where required.
Complete checking, authorisation and random sampling as required ensuring all customer, regulatory and internal control.
Ensure that opportunities for process and service improvements are captured and progressed.
Champion and lead a culture of customer service excellence and continuous improvement.

Skills & Experience:
A minimum of 2 years experience within a similar role within the Financial Services Industry.
Good Anti-Money Laundering knowledge/experience.
Good basic computer skills and experience using Microsoft Office applications
Life Administration systems such as AS400.

Hours & Benefits:
Office hours.
Market rate salary and company benefits.

Job Purpose:
Welcome Team Administrator required to deliver an exceptional customer service experience to financial advisers looking to place business within an international life organisation.

Key Responsibilities:
Deal with financial advisers and sales branches via telephone, fax and e-mail.
Identify potential problem areas and offer solutions or alternatives wherever possible.
Produce new business and additional single premium quotations across all products.

Skills & Experience:
Minimum of 1 years' experience in Financial Services, within a customer facing administration role.
Good understanding of AML / KYC requirements.
knowledge of Microsoft Office Applications (Word, Excel, Outlook).
Ability to draft thorough and comprehensive letters / fax.

Hours & Benefits:
Business hours.
Salary dependent on experience.

Job Purpose:
A Client Services Administrator is sought by an expanding Douglas-based Payroll and Contractor Services organisation, in a permanent capacity. The role holder will be accountable for email and telephone enquiries from a large client base, and undertaking administrative tasks.

Key Responsibilities:
Dealing promptly and efficiently with telephone and email client enquiries.
Following up with contractors directly regarding timesheets.
Maintaining and updating company systems and records with comprehensive notes.
Assisting with various ad-hoc tasks and projects to ensure the smooth running of the Client Services Team.

Skills & Experience:
A previous track record in providing excellent customer service is essential.
Strong IT skills, particularly in MS Office applications.
Minimum of 5 GCSEs at grade C or above, including English and Maths.
Must be a good team player, with an enthusiastic “can-do” attitude.

Hours & Benefits:
Full time hours based on a 37.5 hour working week; competitive salary and company benefits.

Job Purpose:
Administrator required to join a project team of an International Life Assurance Organisation on a long term contract basis. The role holder will be responsible for supporting all activities surrounding the identifying and contacting of all High Value and new clients for the purpose of obtaining and recording the correct country of tax residence information.

Key Responsibilities:
Support the completion of client file reviews.
Identification of key indictors based on the findings within the file reviews .
Written communications to clients using templated emails and letters.
Updating the business systems with responses from clients.
Logging, controlling and monitoring the client responses through excel and the business work flow system.
Responding to client queries referred on from the HelpPoint team.
Providing regular progress updates.
Following the agreed chase process as defined by the project.
Provide our colleagues with support and assistance when required to respond to client queries

Skills & Experience:
Preferably a minimum of 1 years relevant office based experience.
Minimum 5 GCSE's or equivalent, including Maths and English.
Good organisational and time management skills with an emphasis on quality and the ability to work to deadlines.
Ability to work on own as well as part of a team.

Hours & Benefits:
Competitive rates of pay, full time- business hours, parking on site.

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