Process client requests effectively and promptly; specialisms will vary, but tasks could include:
- regular premium collections.
- fund switches and redirections.
- ad hoc servicing items.
- part and full surrenders.
- regular income payments; and
- death claims and maturities.
Develop an in-depth understanding of the relevant products, how they are operated and the issues/challenges in relation to their run-off. The product sets are made up of:
- Defined Contribution Pension Plans
- Immediate and Deferred Annuity Plans
- Single Premium Whole of Life Plans
- Regular Premium Unit Linked Plans
Carry out Anti Money Laundering checks and collect relevant documentation from clients.
Manage all items of work that have been allocated in a timely and accurate manner.
Participate in all training sessions that the company offers.
Support and encourage teamwork and co- operation with all clients (internal and external) within the business and your team; and support the Team Leader where appropriate.
Experience of working in a life assurance company (or similar role).
Experience of projects to migrate business desirable.
Experience of administering Portfolio Bonds or Pension Products is desirable.
Strong working knowledge of Microsoft Office applications, including Word, Excel and Powerpoint
Demonstrates a proactive, enthusiastic and positive approach
Effective communicator with the ability to engage confidently with both internal and external stakeholders
Strong inter-personal skills with excellent verbal and written communication
Time management and organisational skills.
Eager to learn and share knowledge, adaptable and open-minded.
Relevant professional qualifications from the CII or CISI would be advantageous but are not essential.
Demonstrates a high level of integrity and professionalism
Isle of Man
22nd June 2026
Monument Group are an equal opportunities employer
careers@monumentregroup.com
Monument Re Limited is a Bermuda based reinsurer established to operate as an asset intensive reinsurer and acquirer in Europe. Through our strategy, Monument Re will look to assume asset based risks within its risk appetite, and efficiently operate these businesses or portfolios.
Monument Re Limited is based in Bermuda as a direct result of the standing of the Bermuda Monetary Authority and Bermuda’s achievement of full Solvency II Equivalence. Monument Re is backed by high quality shareholders which include Hannover Re, the world’s third largest reinsurer, NYSE listed Enstar, a leading P&C run-off consolidator, and E-L Financial, the parent company of Canadian life insurer Empire Life.
