Customer Services Quality and Technical Specialist

  • Job Reference: MF994
  • Date Posted: 11 September 2023
  • Recruiter: McKenzie Fox
  • Location: Castletown
  • Salary: On Application
  • Sector: Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email:
  • Telephone: 01624 698900

Job Description


We have an exciting opportunity available to join our client’s growing Customer Services team.

This role would suit a high-performing new business/customer service expert with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.

The purpose of the role is to provide a point of contact for regulatory, technical administration assistance and general relationship management to brokers and the sales force, as well as the ongoing assessment of administration quality standards.


Ensuring that new business applications have been accepted and processed in line with regulatory requirements and internal guidelines and procedures.

Provision of technical support and responding to detailed portfolio queries from internal and external clients.

Delivery of training to the team to ensure knowledge of product range is in line with customer demand and new procedures and any changes are communicated and understood.

Investigating and responding to any complaints, conducting root cause analysis.

Establishing and maintaining strong relationships with brokers, sales and regional offices.


Experience in new business within financial services.

Relevant professional qualifications would be advantageous (ICA Certificate in AML) etc.

Detailed knowledge of AML/CFT requirements.

Excellent planning and organisational skills.

Strong communication skills.

Able to listen, communicate and challenge effectively at all levels of business.

To discuss this role further, please email your CV to or call us on 01624 698900 quoting reference MF994.