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Policy Administration Officer (m/f). Luxemburgo
Empleo en Luxemburgo de director de banca personalizada/directora de banca personalizada
Clasificación del trabajo: Profesionales científicos e intelectuales › Especialistas en organización de la administración pública y de empresas › Especialistas en finanzas › Asesores financieros y en inversiones › planificador financiero/planificadora financiera › director de banca personalizada/directora de banca personalizada.
Traducción de la profesión: Akademische Berufe › Betriebswirte und vergleichbare akademische Berufe › Akademische und vergleichbare Fachkräfte im Bereich Finanzen › Finanz- und Anlageberater.
Descripción de la oferta de trabajo:
Your role – Are you ready for a challenge?
The Policy Administration Officer is accountable for:
Analysing client's needs, establishing appropriate actions and prompt recording of day-to-day client requests
Ensuring accuracy and quality in all aspects of the role including correspondence, system updates, process and procedure implementation
Collecting and recording of all required information/documents
Monitoring ongoing transactions until completion
Complying with procedures, controls, industry rules and regulations
Conducting due diligence reviews in line with corporate standards
Dealing with complaints swiftly and accurately to help achieve customer satisfaction as well as service standards
Acting as a point of contact for any query in regards to policy administration
Meeting Service Level Agreements and deadlines
Upholding Quality standards
Taking ownership for assigned or designated internal projects or initiatives related to Policy Administration
Taking ownership for keeping up-to-date on all technical aspects of the job/products, procedures, compliance and legal issues.
Your profile – Have you got what it takes to become our Policy Administration Officer?
University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services/ Policy Administration in the insurance sector
2+ years' experience in Finance or Insurance
Strong team player with excellent organisational and analytical skills
Be able to clearly and comprehensively outline complex issues both verbally and in writing
Multi-task efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all your duties
Strong prioritisation skills, flexible, reliable and responsible in challenging situations
Decisive and capable of working independently
Strong client service focus, solutions oriented and capable of ensuring a high service level to clients
Ability to work in a regulated environment and to respect the external and internal guidelines
Ability to maintain performance and positive relationships in stressful/challenging situations
Agility and pragmatism in a complex and changing environment
Aware of developments within the financial/insurance sector in general and competent in dealing with transfer requests and financial instruments
Good command of MS office products
Fluent in English, any other European language is an absolute asset
Knowledge of Luxembourg AML law
País del trabajo: Luxemburgo.
Número de puestos: 1.
Nivel educativo: Grado o nivel equivalente.
Experiencia: 2 años.
Empleador: LOMBARD INTERNATIONAL ASSURANCE S.A..
Instrucciones para solicitar:
Oferta de trabajo obtenida del portal Eures, con fecha 16 de Junio de 2024, y con identificador de la vacante:PES_LU_721979.
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