Customer Service Administrator (2799)

Orchard Recruitment LimitedVia agency

Full TimePermanentNot specifiedFinance

Posted 15 March 2026Closes 27 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Use Copilot to draft customer emails efficiently
›Automate routine data entry with Power Automate
›Apply AI tools for faster AML checks

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

💻 TechnologyRPA for Data Entry

Automate application processing and record-keeping tasks

🤖 AI AgentAML Screening Bot

AI-driven AML checks for onboarding efficiency

💻 TechnologyCopilot-Enhanced Team

Combine AI tools with human oversight for best outcomes

⚡ Recommendation

⚡ Augment role

AI can streamline routine tasks, but human skills remain essential

Microsoft Copilot & M365

Copilot for Outlook

Draft and respond to customer emails quickly

Power Automate

Automate application processing and compliance workflows

Copilot for Excel

Track and analyse customer application data efficiently

55% Medium riskAI 68%

AI Exposure (AIOE)68%

Customer Service Representatives

O*NET 43-4051.00

Top Skills

Customer and Personal Service Administration and Management Attention to Detail

⭐ Growing🇬🇧 Visa eligible↑ 70% Claude Index

Job Description

Our Client, a large Finance Sector firm, are seeking a Customer Services Administrator (New Business) to join a friendly, well-established team. The ideal candidate for the role of Customer Services Administrator will have a minimum of 1 years' experience in Life Assurance, ideally within new business or AML. https://www.orchardrecruitment.com/job/customer-services-administrator-new-business-isle-of-man/2799 - For the full job description, to register or apply, visit: Alternatively, email us at info@orchardrecruitment.com, or call 01624 617577

Automation Risk

Automation probability55%

AI exposure (AIOE)68%

This role contains a significant proportion of routine and semi-structured tasks (e.g., data entry, record-keeping, basic AML checks) that are increasingly automatable with RPA and AI tools. However, tasks involving complex problem-solving, cross-team communication, and process improvement require human judgment and social skills, moderating the overall automation risk. GenAI and workflow automation tools can augment many daily activities, making exposure to AI augmentation high.

Task analysis

Process and input new business applications for life assurance products, ensuring all required documentation is complete.
Verify customer identity and conduct AML checks as part of onboarding.
Respond to customer inquiries via phone and email regarding new business processes and product details.
Maintain accurate records of customer interactions, applications, and compliance checks.
Liaise with internal teams to resolve application issues or escalate complex cases.
Monitor progress of applications and follow up with customers or intermediaries for outstanding information.
Ensure all processes comply with regulatory and company standards, including accurate completion of compliance checklists.
Contribute to process improvement initiatives within the customer service team.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 4112 — Customer Service Occupations

O*NET: 43-4051.00 — Customer Service Representatives

AI analysis: 15 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k

UK sector median

£58,597

UK sector mean

£86,468

£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Use Copilot to draft customer emails efficiently
›Automate routine data entry with Power Automate
›Apply AI tools for faster AML checks

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyRPA for Data Entry

Automate application processing and record-keeping tasks

🤖 AI AgentAML Screening Bot

AI-driven AML checks for onboarding efficiency

💻 TechnologyCopilot-Enhanced Team

Combine AI tools with human oversight for best outcomes

⚡ Recommendation

⚡ Augment role

AI can streamline routine tasks, but human skills remain essential

Microsoft Copilot & M365

Copilot for Outlook

Draft and respond to customer emails quickly

Power Automate

Automate application processing and compliance workflows

Copilot for Excel

Track and analyse customer application data efficiently

Key Skills

Customer and Personal ServiceAdvancedAdministration and ManagementIntermediateAttention to DetailAdvancedAnti-Money Laundering (AML)IntermediateMicrosoft OfficeIntermediateConfidentialityAdvancedActive ListeningIntermediateReport WritingIntermediateTeamworkIntermediateRegulatory ComplianceIntermediate

Knowledge Areas

Customer Relationship ManagementFinancial Services IndustryRegulatory ComplianceAnti-Money Laundering and Counter-Terrorist FinancingOffice AdministrationReporting and DocumentationBusiness Ethics and Professional Standards

O*NET Competency Skills

Active ListeningService OrientationSpeakingReading ComprehensionCritical ThinkingComplex Problem SolvingTime ManagementMonitoringNegotiationPersuasionSocial PerceptivenessWriting

Alternative Career Paths

Compliance Analyst85% match

Focuses on monitoring and ensuring adherence to regulatory requirements within financial services.

AML/KYC Specialist80% match

Specializes in anti-money laundering and customer due diligence processes.

Operations Administrator75% match

Handles broader administrative and process management tasks within financial or insurance firms.

Client Services Executive78% match

Manages ongoing client relationships and service delivery in finance or insurance.

Also Consider

Client Services Administrator Compliance Assistant AML Analyst New Business Administrator Financial Services Administrator Customer Support Specialist Operations Support Officer

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareMicrosoft AccessOracle DatabaseYardi softwareOracle PeopleSoftSAP softwareMEDITECH softwareMicrosoft Outlook

Work Activities

General work activities from O*NET

Communicating with Supervisors, Peers, or Subordinates
Working with Computers
Communicating with People Outside the Organization
Performing for or Working Directly with the Public
Processing Information
Getting Information
Updating and Using Relevant Knowledge
Organizing, Planning, and Prioritizing Work
Training and Teaching Others
Making Decisions and Solving Problems
Resolving Conflicts and Negotiating with Others
Performing Administrative Activities
Documenting/Recording Information
Coordinating the Work and Activities of Others
Interpreting the Meaning of Information for Others

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

70%

of conversations

Classic Auto. Risk

55%

Frey & Osborne

Job Zone

Census