Source Recruitment

Policy Servicing and Transactions Senior Administrator x2 9 Months FTC

Financial Services

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Job type
Full-time
Contract type
Temporary
Location
Office
Start date
Not specified
Salary
Not specified

The Position

A temporary opportunity is available for a Senior Administrator to work within the policy servicing team, supporting customers with a wide variety of instructions.

The Responsibilities

This role involves handling policy servicing requests such as premium changes, surrenders, switches, and general client queries while ensuring a strong customer experience. The position also includes tasks related to client onboarding and trigger event reviews, adhering to AML and regulatory requirements.

Experience / Qualifications / Education

The ideal candidate will possess excellent attention to detail, strong communication skills, and the ability to manage multiple priorities efficiently. Experience in financial services, customer service, and a good working knowledge of Microsoft365 and AML practices are preferred. This role requires someone proactive, adaptable, and committed to continuous improvement, with a strong focus on delivering exceptional service across multiple

Benefits

Competitive

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