Senior Operations & New Business Specialist

Transamerica Life (Bermuda) Ltd.; Hamilton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance company in Scotland is seeking a dedicated Operations Support professional. The role involves managing customer service transactions, ensuring compliance with company policies, and driving process improvements. Candidates should possess a bachelor's degree and have 2–3 years of relevant experience in insurance operations. Proficiency in Microsoft Office and strong organizational skills are essential. This position offers a collaborative work environment with opportunities to work on special projects.

Qualifications

• Minimum 2–3 years of relevant experience in insurance operations, finance, or administrative support.
• Knowledge of life insurance products, especially Universal Life and Term Life products.
• Ability to work independently and responsibly.

Responsibilities

• Provide quality, prompt service to customers and business partners.
• Ensure application forms and documents are captured accurately.
• Perform KYC/AML and Due Diligence Review on new business submissions.

Skills

Strong organizational skills

Proficiency in Microsoft Office

Good problem solving & analytical skills

Time management

Education

Bachelor’s degree in Business Administration, Finance, Insurance, or a related field

Job description

A leading insurance company in Scotland is seeking a dedicated Operations Support professional. The role involves managing customer service transactions, ensuring compliance with company policies, and driving process improvements. Candidates should possess a bachelor's degree and have 2–3 years of relevant experience in insurance operations. Proficiency in Microsoft Office and strong organizational skills are essential. This position offers a collaborative work environment with opportunities to work on special projects.