Client Services Administrator – Malta

The CSV (Client Services) Administrator will be responsible for:

Dealing with general day-to-day administration of the department via telephone, correspondence and email etc.

Build and maintain a rapport thru means of electronic mail with the clients ensuring that all queries are dealt with in an efficient manner.

 

Such queries may include but are not limited to:

 

·         Change of addresses

·         Valuations

·         Premium holidays

·         Payment and/or overdue enquiries

·         Fund performance and contribution history

·         Surrender/withdrawal requests

·         Transfer of clients

·         Premium increase/decrease

·         Liaise with Institutes in obtaining relevant documentation

·         Chase for outstanding documents whilst sending to appropriate personnel

·         Liaise with Life Business Administration with regards to the receipt and distribution of correspondence

·         Liaise with various internal administration departments depending on the query and/or task at hand

·         Managing consultant’s diaries

·         Utilise access to Generali and Skandia software facilitating the issuing of policy illustrations

·         Dealing with all the administrative duties concerned with incoming and outgoing mail which will include for example sorting, scanning, distributing and filing.

·         Maintaining the upkeep of  the client record database

·         Train any new recruits as and when required

·         The support of other colleagues’ within the department as and when required

·         Handle and manage any ad-hoc projects that may crop up as and when requested by the management

If you are interested or know of someone that could be, kindly forward your CV in a word format to Eli Foley on eli@spotonconnections.com  or call on +356 27 204 518 for further information.

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