Policy Servicing & Transactions Administrator

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable recruitment agency in the UK is hiring a Policy Servicing & Transactions Administrator. This role involves supporting the servicing of unit-linked policies, processing customer instructions, and ensuring compliance with regulatory requirements. The ideal candidate should have a strong attention to detail and experience in a customer service or administrative role, preferably within financial services. The position requires good communication skills and a proactive approach to improving service delivery.

Qualifications

• Experience in an administrative or customer service environment, ideally within financial services.
• Strong attention to detail.
• Confident in communicating with stakeholders.

Responsibilities

• Support servicing of unit-linked policies and customer queries.
• Process customer instructions accurately.
• Communicate professionally with customers and teams.
• Perform KYC and due diligence reviews.
• Ensure adherence to AML and regulatory requirements.
• Update customer records and identify data gaps.
• Contribute to risk and issue reporting.

Skills

Attention to detail

Customer service experience

Organisational skills

Communication skills

Tech-savvy

Job description

Policy Servicing & Transactions Administrator

Job Ref: LF40794

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!

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.

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