Job Description

 Excellent written and verbal communication both internally &

externally

 Ability to deal with queries from clients, both internally and

externally via telephone or written communication.

 Ability to produce new business and additional single premium

illustrations across all products

 Thorough understanding of the underwriting, special deal, source

of wealth and territory decision processes

 Strong understanding of our application forms and KYC/AML

requirements

 Adhering to regulatory legislation and ensuring compliance

requirements are met

 Accurately creates and maintains client records on team workflow

system throughout the pre-sale process

 Ability to vet a new application identifying any additional

requirements for all products and client types (individuals, trusts,

pensions and corporate clients)

 Updates systems appropriately following receipt of outstanding