An Administrator is required to join the Claims department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will deliver a direct service to clients and IFAs by processing claims and withdrawal requests within specified servicing times.
Deal with clients and IFAs via telephone, fax, and email.
Set up and process payments from both regular and single withdrawals.
Processing and payment of full and segment surrenders, and open surrenders.
Process death claims.
Calculate and provide Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Update amendments to client records on AIA, including address and banking details.
Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
1 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.
Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.