Customer Services Administrator – New Business

Permanent
  • Post Date: January 14, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Reviewing new business applications for quality and regulatory Anti-Money laundering and Counter Terrorism Financing control purposes.
– Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures.
– Contacting Financial Advisers and Customers to request outstanding information.

Skills & Experience Required:
– A minimum of 1 years experience in Life Assurance, ideally within new business
– A good understanding of the Isle of Man Financial Services Authority’s (FSA’s) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism
– Good communication and organisational skills
– Good attention to detail skills

Phone 01624 615600