Orchard Recruitment Ltd
New Business Administrator
Job Location
Douglas, United Kingdom
Job Description
Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting portfolio. To support them through this, they require a New Business Administrator to join an established team.
As a New Business Administrator you will:
* Deal with queries from clients, both internally and externally via telephone or written communication
* Produce new business and additional single premium illustrations across all products
* Accurately create and maintain client records on team workflow system throughout the pre-sale process
* Vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
* Update systems appropriately following receipt of outstanding documentation for pipeline applications
* Work to tight deadlines and ensure issue checking is prepared by the set daily deadline
* Manage flow of incoming tasks throughout the day, identifying problem areas and offer various solutions wherever possible
* Identify & log any complaints that are received and ensure the complaints procedure is followed correctly
The ideal candidate for the role of New Business Administrator will have:
* A minimum of 1 years' experience in Financial Services
* GCSE (or equivalent) grade C or above English and Maths
* Good knowledge of MS Office Suite Applications (Word, Excel, Outlook)
* Ability to draft thorough and comprehensive letters / fax
* Experience within a customer facing administration role
* Good planning and organisational skills
* Ability to work within a team or on own initiative
* Can maintain high level of accuracy and still work within agreed service standards
* Ability to work under pressure
* Excellent communication skills (written & verbal) and a good team player
* Clear understanding of Customer Service and commitment to providing outstanding customer service
* Excellent telephone manner
* Knowledge of the regulatory framework (AML/KYC)
* Ability to meet individual targets and goals with accurate results
Location: Douglas, GB
Posted Date: 11/22/2024
As a New Business Administrator you will:
* Deal with queries from clients, both internally and externally via telephone or written communication
* Produce new business and additional single premium illustrations across all products
* Accurately create and maintain client records on team workflow system throughout the pre-sale process
* Vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
* Update systems appropriately following receipt of outstanding documentation for pipeline applications
* Work to tight deadlines and ensure issue checking is prepared by the set daily deadline
* Manage flow of incoming tasks throughout the day, identifying problem areas and offer various solutions wherever possible
* Identify & log any complaints that are received and ensure the complaints procedure is followed correctly
The ideal candidate for the role of New Business Administrator will have:
* A minimum of 1 years' experience in Financial Services
* GCSE (or equivalent) grade C or above English and Maths
* Good knowledge of MS Office Suite Applications (Word, Excel, Outlook)
* Ability to draft thorough and comprehensive letters / fax
* Experience within a customer facing administration role
* Good planning and organisational skills
* Ability to work within a team or on own initiative
* Can maintain high level of accuracy and still work within agreed service standards
* Ability to work under pressure
* Excellent communication skills (written & verbal) and a good team player
* Clear understanding of Customer Service and commitment to providing outstanding customer service
* Excellent telephone manner
* Knowledge of the regulatory framework (AML/KYC)
* Ability to meet individual targets and goals with accurate results
Location: Douglas, GB
Posted Date: 11/22/2024
Contact Information
| Contact | Human Resources Orchard Recruitment Ltd |
|---|