Account Officer
Il y a 4 mois
**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?
- Provide daily support to Partners, Clients and Sales colleagues;
- Handle daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards;
- Accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
- Proactively follow up and monitor all transactions and queries received from both internal and external parties;
- Manage risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk;
- Respect the planning established by your line manager in relation to business activities;
- Follow instructions and process information accurately and in a timely manner;
- Prioritise multiple tasks while remaining calm and positive under pressure;Maintain an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
Your responsibilities will be as follows:
- 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 collaborative working relationship with our sales consultants and all partnersMaintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required.
- **Your profile - Have you got what it takes to become our Account Officer - International Market?
- University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services in the insurance sector
- 3+ 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 productsFluent in English
**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 collaborat
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