Our client, based in the South of the Island is seeking a Customer Services Administrator to join their Agency and Commissions team.
The Role...
The main duties for the role holder will include:
Processing instructions received from intermediaries to amend their agency details; for example – change of contact details, change of ownership, structure or directors and amendments to bank account details.
Investigating commission and investment adviser fee queries
Administering new suitable certifier applications
Dealing with enquiries by email and telephone from the Sales Team and intermediaries
Setting up online access for Agencies and answering online queries
About You...
You should ideally have the following skills and experience:
An awareness of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements
Have good organisation skills with the ability to communicate effectively both verbally and in writing
Ability to deliver accuracy and quality performance
To be able to work independently with minimal supervision within agreed objectives
The Reward...
You will receive full training, alongside:
Competitive salary
Company benefits package
Parking onsite
We’re looking for a Relationship Manager to join our client, based in the south of the island. Your focus will be on understanding client needs, promoting products and services, and generating sales and referrals.
The Role…
As a Relationship Manager, you will be responsible for building and maintaining excellent relationships with our members. Your duties will include:
Find out the needs of members, problem solve and find solutions to their needs
Identify opportunities to generate business, and cross-sell products/services
Keep members informed of new products/services/benefits
Seek feedback and communicate this internally
About You…
To excel in this role, you should have a positive mindset and excellent communication skills, and:
Previous experience in sales or relationship management is essential
Experience with Salesforce is desirable
Customer oriented and problem-solver mindset
The Reward…
In addition to being part of a dynamic team, you will be eligible for comprehensive range of company benefits
Permanent role
Our client, an international life assurance company, is seeking a Client Services Associate on permanent basis.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portuguese, Spanish or Italian language skills would be desirable
The Reward ...
You will receive a permanent contract alongside:
Competitive salary
Company benefits package
Douglas based office location
We’re looking for a Relationship Manager to join our client, based in the south of the island. Your focus will be on understanding client needs, promoting products and services, and generating sales and referrals.
The Role…
As a Relationship Manager, you will be responsible for building and maintaining excellent relationships with our members. Your duties will include:
Find out the needs of members, problem solve and find solutions to their needs
Identify opportunities to generate business, and cross-sell products/services
Keep members informed of new products/services/benefits
Seek feedback and communicate this internally
About You…
To excel in this role, you should have a positive mindset and excellent communication skills, and:
Previous experience in sales or relationship management is essential
Experience with Salesforce is desirable
Customer oriented and problem-solver mindset
The Reward…
In addition to being part of a dynamic team, you will be eligible for comprehensive range of company benefits
Permanent role
Our client, an international life assurance company, is seeking a Client Services Associate on permanent basis.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portuguese, Spanish or Italian language skills would be desirable
The Reward ...
You will receive a permanent contract alongside:
Competitive salary
Company benefits package
Douglas based office location
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