LIFE ASSURANCE
CLIENT SERVICES SENIOR ASSOCIATE
REF 2027
A leading provider of savings and investment solutions, based in the heart of Douglas, are seeking to recruit a passionate, motivated Client Services Senior Associate.
The main responsibilities of the role will include:
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Dealing with queries from clients via telephone or written communication
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Identifying and logging any complaints received and ensuring procedures are followed
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Ensuring the accurate completion of administrative tasks provided
The ideal candidate will have acquired/be able to demonstrate:
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Previous experience in handling calls with both clients and independent financial advisors
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Exceptional analytical and investigative skills
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Excellent communication and organisational skills
CLIENT SERVICES ASSOCIATE
REF 2026
A leading provider of savings and investment solutions, based in the heart of Douglas, are seeking to recruit a enthusiastic, motivated Client Services Associate.
The main responsibilities of the role will include:
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Support ongoing reviews and updating procedures within the team and department
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Completing administrative tasks provided
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Taking ownership of customer and advisor queries from receipt until expectations are satisfied
The ideal candidate will have acquired/be able to demonstrate:
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Previous experience in handling calls with both clients and independent financial advisors
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Exceptional analytical and investigative skills
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Excellent communication and organisational skills
CUSTOMER SERVICES ADMINISTRATOR
REF 2018
A well-established provider of investment, savings and protection solutions based on the outskirts of Douglas are seeking to recruit a enthusiastic, proactive Customer Services Administrator.
The main responsibilities of the role will include:
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Processing instructions received from intermediaries to amend their agency details
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Investigating commission and investment advisor fee queries
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Administering new suitable certifier applications
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Setting up online access for Agencies and answering online queries
The ideal candidate will have acquired/be able to demonstrate:
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An awareness of the Insurance (Anti-Money Laundering) Regulations 2008
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Knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance, would be beneficial
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An awareness of different UK and International payment methods
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Excellent communication and organisational skills
PART-QUALIFIED ACTUARIAL TRAINEE
REF 2008
A well-established provider of investment, savings and protection solutions based on the outskirts of Douglas are seeking to recruit a enthusiastic, motivated Part-Qualified Actuarial Trainee.
The main responsibilities of the role will include:
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Taking an active role in internal and external reporting
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Assisting with the development and maintenance of actuarial liability models
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Providing actuarial support to product development and pricing exercises
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Providing actuarial support to project work as required
The ideal candidate will have acquired/be able to demonstrate:
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Up to five years of experience working for a life assurance company, ideally on the Isle of Man
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Be a student member of the Institute and Faculty of Actuaries (or equivalent body) and be progressing well
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Very strong analytical skills with a proven track record of attention to technical details
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Knowledge of regulatory reporting, with experience of the Isle of Man Risk-Based Capital regime being beneficial
SENIOR CUSTOMER SERVICES ADMINISTRATOR - NEW BUSINESS
REF 2001
A well-established provider of investment, savings and protection solutions based on the outskirts of Douglas are seeking to recruit an experienced, diligent Sener Customer Service Administrator.
The main duties of the role will include:
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Reviewing new business applications
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Ensuring new business applications have been accepted and processed in line with internal guidelines
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Establishing and maintaining relationships with brokers, sales and regional offices
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Dealing with responses by phone and email for outstanding new application requirements
The ideal candidate will have acquired/be able to demonstrate:
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Minimum 3 years financial services experience ideally in a new business role within Life Assurance
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Good understanding of the FSA's Insurance (Anti-Money Laundering) Regulations
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Excellent communication skills
CUSTOMER SERVICES QUALITY & TECHNICAL SPECIALIST
REF 1870
A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit a motivated, ambitious Customer Services Quality & Technical Specialist.
The responsibilities of the role will include:
*Accepting and processing new business applications
*Providing technical support and responding to queries from internal and external clients
*Delivering training to team members
*Establishing and maintaining relationships with brokers, sales and regional offices
The ideal Candidate will have acquired/be able to demonstrate:
*A minimum of five years' financial services experience ideally in new business
*Relevant professional qualifications would be adventageous
*Strong communication skills
GRADUATE ACTUARIAL TRAINEE
REF 1866
A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit a motivated, ambitious Graduate Actuarial Trainee.
The responsibilities of the role will include:
*Assisting in the production of valuations
*Supporting internal financial reporting
*Assisting with the development and maintenance of actuarial liability models
*Providing actuarial support to product development and pricing exercises
*Providing actuarial support to project work as and when required
The ideal Candidate will have acquired/be able to demonstrate:
*Be educated to honours degree level in a mathematical (or related) subject
*Meet the requirements needed to join the Institute and Faculty of Actuaries as a student member (or equivalent body), or already be a member of such an organisation
*Very strong analytical skills and an attention to technical detail
*Excellent inter-personal skills