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Policy Servicing & Transactions Administrator

Guernsey

Agency Listing
Finance
Investments

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! Location Guernsey , Channel Islands Duties for this role include, but are not limited to: 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. Skills / Qualifications 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.

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