Customer Services Quality & Technical Specialist, Permanent Job, Isle of Man

Entry Mid Level

Job Description

Customer Services Specialist required to join the Customer Services team of an international Life Assurance group, based in the south of the Island. Reporting to the Customer Services Manager the candidate will be a customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirement

The Role...
Ensuring that new business applications have been accepted and processed in line with regulatory requirements
Technical support, responding to detailed portfolio queries from internal and external clients
Delivery of training to the team to ensure knowledge of product range is in line with customer demand and new procedures and any changes are communicated and understood
Investigating and responding to any complaints, conducting root cause analysis
Establishing and maintaining strong relationships with brokers, sales and regional offices

About you...
Previous experience in Financial services experience ideally in new business
Relevant professional qualifications (e.g. the ICA Certificate of Advanced Certificate in AML) would be advantageous
Detailed knowledge of the IOM FSA’s AML/CFT Requirements and Guidance for new business, ideally for regulated investment business
Excellent planning and organisational skills
Strong communication skills

The Reward
Competitive salary and Benefits package


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