Policy Servicing Administration Officer
il y a 6 jours
**About Lombard International Group
Lombard International Group (‘the Group’) is the leading European provider of cross-border wealth, estate and succession planning solutions, based on Luxembourg unit-linked life insurance. Our 30+ years’ experience combined with our award-winning solutions and services are highly sought after and valued by our clients and their advisers. What truly matters to them is being able to protect, preserve, and pass on their wealth for future generations.
We are a proud multicultural, diverse, and inclusive Group, driven by a values-based culture of performance, ambition and curiosity, where innovation is not just supported but actively encouraged. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset
Lombard International Group operates through two divisions:
**Insurance carrier: Lombard International Assurance S.A.**
Headquartered in Luxembourg, Lombard International Assurance S.A. is an insurance carrier specialising in manufacturing unit-linked life insurance solutions. These solutions are distributed by various regulated intermediaries, including private banks, family offices, asset managers, independent wealth and financial advisers, wealth and insurance brokers, professional advisory firms and other advisers active in the private wealth sector.
**Distribution Companies**
The Group has a number of wholly owned investment and insurance distribution businesses who market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.
**Your role - Are you ready for a challenge?
The Policy Servicing Administration Officer is responsible for prompt management of all incoming servicing tasks and for carrying out a variety of administrative and clerical tasks.
Your responsibilities will be as follows:
- Act as the person of contact for the internal Partner and Client Services colleagues for the administration and coordination of cross market policy servicing;
- Take the necessary action to respond in an effective, professional and timely manner to the queries received from Partner and Client Services colleagues consistently ensuring a high level of service;
- Perform accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
- Assist in processing the due diligence review of transactions in line with corporate standards;
- Develop and maintain a strong working relationship with all counterparties;
- Take the initiative to exchange proactively with Partner and Client Services colleagues to render even more efficient the Policy Servicing process.
- Maintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required;
- Contribute actively to the development of high-quality Policy Servicing methods to ensure consistency and uniformity;Accompany and give on the job trainings to new joiners within the Partner and Client Servicing department in order to ensure the integration of the company’s high set standards on Policy Servicing processing and system use.
**Your profile - Have you got what it takes to become our Position Title?
- University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services
- A minimum of 2 years of experience working within the financial/insurance sector;
- Aware of developments within the financial/insurance sector in general and competent in dealing with queries relating to funds and financial instruments;
- You enjoy working in a challenging, fast paced environment and look for the opportunity to excel in all aspects of your role;
- Take personal pride in delivering high quality service to internal and external clients;
- Strong prioritisation skills and flexible, reliable and responsible in challenging situations;
- A team player with excellent interpersonal and communication skills, verbal as well as written;
- Ability to work independently while keen to work as part of a team and assist colleagues;
- Ability to demonstrate a high level of initiative and problem-solving capabilities;
- Willing to make the extra effort as required;Fluent in English is an absolute must, any other European Language, preferably Italian, Spanish, Portuguese, Swedish, French, Dutchis an asset.
**We offer you
Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diver
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