Policy Serving Administrator
Job Ref: LF
28599
This is an excellent opportunity to join a client-focused and detail-driven team as a Policy Servicing Administrator. Supporting the Unit Linked Operations function, this role will involve servicing client policies, maintaining accurate client data, and ensuring adherence to AML and regulatory obligations.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Processing a range of client policy updates, including changes to addresses, beneficiaries and names.
Communicating professionally with clients, intermediaries and internal teams via email and phone.
Ensuring client data is accurately input and outstanding actions are monitored and prioritised.
Assisting with procedural documentation and training materials to support operational consistency.
Completing KYC and AML checks, including reviews of individual and corporate customers.
Identifying and escalating data gaps, and contacting customers for additional information when required.
Logging risk and issue events and ensuring adherence to audit, legal and compliance requirements.
Participating in system testing and supporting operational alignment across teams.
Attending training sessions and keeping up to date with compliance and procedural updates.