Account Officer
il y a 2 semaines
Lombard International Group is a leading European provider of cross-border wealth, estate, and succession planning solutions. Our expertise spans over 30 years, and we offer award-winning solutions and services to our clients and their advisers.
We operate in 7 countries, serving over 15 markets across Europe. Our team of 450+ experienced wealth structuring specialists, subject-matter experts, and technical experts consists of 50 different nationalities, speaking over 30 languages.
Our CultureWe are a proud multicultural, diverse, and inclusive Group, driven by a values-based culture of performance, ambition, and curiosity. Innovation is actively encouraged, and we invest in talented teams who develop their expertise through support and training. Our people are our greatest asset.
Job SummaryWe are seeking an Account Officer - International Market to provide daily support to Partners, Clients, and Sales colleagues. The successful candidate will handle daily workload in an accurate and timely manner, meeting and exceeding Service Standards. They will also process policy transactions, service, and query resolution during the life cycle of a policy, including document management.
Key Responsibilities- Act as the primary point of contact for partner and client queries received by email, fax, post, or by telephone.
- Respond to queries in an effective, professional, and timely manner, ensuring a high level of service.
- Process policy transactions, servicing, and query resolution during the life cycle of a policy, including document management.
- Assist in processing due diligence reviews of transactions in line with corporate standards.
- Develop and maintain strong collaborative working relationships with sales consultants and partners.
- Maintain an ongoing awareness of services, review procedures, and ensure quality improvements are made as required.
- 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.
- Ability 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 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 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.
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. At Lombard International Group, we have a diverse team of over 50 nationalities. We are committed to extending equal employment opportunities to all individuals.
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