Policy Servicing & Transactions Administrator

Policy Servicing & Transactions Administrator

Job

Our client is strengthening a fast-moving operations team and is looking for an administrator who takes pride in getting the detail right. This role sits behind the scenes of customer-facing services, ensuring policy changes and transactions are processed smoothly and compliantly!

• Support the servicing of unit-linked policies, including premium changes, switches, surrenders, and client queries.
• Process customer instructions accurately and in line with service standards and deadlines.
• Communicate professionally with customers, intermediaries, and internal teams via phone and email.
• Perform KYC and due diligence reviews for individual and corporate clients, including trigger events.
• Ensure adherence to AML, audit, and regulatory requirements, escalating issues where appropriate.
• Update customer records and identify data gaps, obtaining further information when required.
• Contribute to risk and issue reporting and support operational improvement initiatives.
• Assist with testing of system updates and support projects as directed by management.

The ideal candidate will have strong attention to detail and experience in an administrative or customer service environment, ideally within financial services. You will be organised, deadline-focused, and confident communicating with a range of stakeholders. This role suits someone who is tech-savvy, eager to learn, and motivated by delivering a positive customer experience within a regulated setting.

For a full job description or further information on this role please call 711188, or email  If you wish to apply for this role, please submit your CV via the Apply Now button below.