Training & Servicing Specialist

Zurich Insurance Company Ltd.; Douglas; On-site; GBP 48,000 - 66,000; Full time

Benefits offered by this job

12% defined non-contributory pension

Annual company bonus

Income protection

Life cover - four times your salary

Free car parking

Private medical insurance

Job summary

Zurich on the Isle of Man is seeking a Training & Servicing Specialist to lead regulatory, operational and onboarding training across our Operations teams, while also supporting servicing activities during quieter periods. The role is ideal for someone passionate about coaching, structured learning and continuous improvement, with the flexibility to support operational teams when business needs require.

You will contribute to change initiatives and help raise training standards across the

Qualifications

• Experience in training, coaching or onboarding within an operations, servicing or financial services environment.
• Strong understanding of operational processes, controls and customer servicing activities.
• Knowledge of AML and World-Check requirements; accreditation or previous experience would be advantageous.
• Confident delivering training to individuals and groups, both virtually and face-to-face.
• Excellent communication and facilitation skills, with the ability to explain complex information clearly.
• Strong organisational and planning skills, with the ability to manage multiple priorities.

Responsibilities

• Deliver regulatory, mandatory and operational training across Operations teams.
• Design and facilitate induction programmes for new starters, providing coaching and support through to competency sign-off.
• Develop and maintain training materials, guidance documents and learning resources.
• Assess training effectiveness through feedback, performance data and quality outcomes, driving continuous improvement.
• Coordinate AML and World-Check accreditation activity, including training, assessments and refresher programmes.
• Maintain accurate training and accreditation records, ensuring compliance with regulatory and internal requirements.
• Monitor training completion and elevate gaps where appropriate.
• Partner with Team Managers, Servicing Specialists, SMEs and Compliance teams to identify training needs and support operational change.
• Deliver training for new systems, processes and business initiatives, supporting project and change activity where required.
• Use MI and trend analysis to identify capability gaps, forecast training demand and provide regular updates to stakeholders.
• Support Servicing Specialists and Operations teams with BAU activities during quieter training periods.

Skills

Training delivery

Coaching

Onboarding

AML knowledge

World-Check knowledge

Communication

Tools

MS Office

Job description

Location: Douglas, Isle of Man
Closing date for applications: 13th November 2026

The opportunity:

Do you enjoy helping others learn, grow and perform at their best? We're looking for a Training & Servicing Specialist to lead regulatory, operational and onboarding training across our Operations teams, while also supporting servicing activities during quieter training periods.

This role is ideal for someone who is passionate about coaching, structured learning and continuous improvement, with the flexibility to support operational teams when business needs require.

Key responsibilities:

Training and development:

• Deliver regulatory, mandatory and operational training across Operations teams.
• Design and facilitate induction programmes for new starters, providing coaching and support through to competency sign-off.
• Develop and maintain training materials, guidance documents and learning resources.
• Assess training effectiveness through feedback, performance data and quality outcomes, driving continuous improvement.

Compliance and accreditation:

• Coordinate AML and World-Check accreditation activity, including training, assessments and refresher programmes.
• Maintain accurate training and accreditation records, ensuring compliance with regulatory and internal requirements.
• Monitor training completion and elevate gaps where appropriate.

Stakeholder and operational support:

• Partner with Team Managers, Servicing Specialists, SMEs and Compliance teams to identify training needs and support operational change.
• Deliver training for new systems, processes and business initiatives, supporting project and change activity where required.
• Use MI and trend analysis to identify capability gaps, forecast training demand and provide regular updates to stakeholders.
• Support Servicing Specialists and Operations teams with BAU activities during quieter training periods.

Leadership and culture:

• Act as a subject matter expert for training and development within Operations.
• Promote a positive learning culture that encourages engagement, collaboration and continuous development.
• Role model Zurich's values and behaviours in everything you do.

Your skills and experience:

• Experience in training, coaching or onboarding within an operations, servicing or financial services environment.
• Strong understanding of operational processes, controls and customer servicing activities.
• Knowledge of AML and World-Check requirements; accreditation or previous experience would be advantageous.
• Confident delivering training to individuals and groups, both virtually and face-to-face.
• Excellent communication and facilitation skills, with the ability to explain complex information clearly.
• Strong organisational and planning skills, with the ability to manage multiple priorities.
• Comfortable using data and MI to identify trends and measure training effectiveness.
• Flexible, adaptable and collaborative, with a passion for developing others and supporting business performance.

At Zurich, we are committed to supporting every employee to progress in their careers and therefore encourage internal moves through a transparent posting and selection process. We also ask you to inform your current line manager about your application in the spirit of transparency.

If you are successful in securing an interview, please be aware that the recruiting manager may reach out to your current manager - this will be an informal conversation, and no historic performance ratings will be disclosed.

Our culture:

At Zurich on the Isle of Man, our sense of community is strong and we’re particularly passionate about diversity and inclusion. We want our people to bring their whole selves to the workplace and ensure everybody is made to feel welcome, regardless of their background, race, gender or sexual identity, beliefs, or culture. We are committed to treating all our applicants fairly and with respect, irrespective of their actual or assumed background, disability, or any other protected characteristic.
We have an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.

Financials

• Competitive salary.
• 12% defined non-contributory pension scheme.
• Annual company bonus.
• Income Protection.
• Life cover - four times your salary.
• Free Car Parking, including electric car charging points.

Time away

• 28 days holiday a year plus bank holidays.
• The option to buy up to an additional 20 days or sell some of your holiday.
• Three days paid volunteering.
• Up to 16 weeks' full pay for maternity, paternity and adoption leave.

Your health is important to us

• Access to Private medical insurance.
• Virtual GP appointments.
• Free flu jab.
• Access to a wealth of support from our wellbeing partners.
• Flexible working.
• Free fruit on a Weekly basis

We're making a difference

• Creating a brighter, more sustainable future underpins all that we do here in Zurich. Our modern and sustainable office is BREEAM and SAGE Plus accredited.
• Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community actively through the IOM Staff Charity Fund.