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Policy Servicing and Transactions Administrator – Unit Linked Operations, Guernsey

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Job Type

Permanent

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Salary Range

Unspecified

Description

Our client is a well-established international life insurance provider, offering investment and policy-based solutions to a global client base. The business operates within a highly regulated environment, with a strong focus on customer experience, operational efficiency and compliance.

Role
This is a client-facing administrative role within the Unit Linked Operations team, supporting customers with a range of policy servicing requirements. The role involves handling client instructions, maintaining accurate records and ensuring compliance with regulatory and internal standards.

Key responsibilities
• Support customers with policy servicing requests including premium changes, switches, surrenders and general queries
• Communicate professionally with clients, intermediaries and internal teams via telephone and email
• Maintain a high level of customer service, ensuring clients are kept informed throughout
• Ensure all client information is accurate and up to date
• Carry out client due diligence and KYC reviews in line with AML requirements
• Adhere to legal, audit and regulatory standards at all times
• Prioritise workload effectively and manage outstanding tasks
• Assist with operational improvements and process enhancements
• Support the delivery of projects and testing of systems where required
• Maintain accurate records and documentation in line with company procedures

Person specification
• Previous experience within a customer service or administrative role (financial services desirable)
• Strong attention to detail and accuracy
• Good time management and ability to prioritise workload
• Strong communication skills, both written and verbal
• Comfortable working across multiple systems and applications
• Understanding of AML, compliance or regulatory requirements (desirable)
• GCSE English and Maths (or equivalent)
• A proactive and organised approach

What’s in it for you?
• Opportunity to join a collaborative and professional team
• Exposure to a regulated financial services environment
• Ongoing training and support, including professional qualification opportunities
• Varied role with both customer interaction and operational responsibilities

How to apply / more information
For more information or to apply, please email your CV to: admin@blinkrecruitment.gg. Please visit www.blinkrecruitment.gg for our latest vacancies.