Key Account Specialist
il y a 4 jours
About Lombard International Group
Lombard International Group is a leading provider of cross-border wealth, estate and succession planning solutions based in Luxembourg. With over 30 years of experience, the company has developed award-winning solutions and services that are highly sought after by clients and their advisers. The company's focus is on protecting, preserving, and passing on wealth for future generations.
The group has an internationally diversified footprint serving over 15 markets across Europe, with a presence in 7 countries. The dynamic international team consists of over 450 experienced wealth structuring specialists from 50 different nationalities, speaking over 30 languages.
As a multicultural, diverse, and inclusive organization, Lombard International Group operates through two divisions: Insurance carrier and Distribution Companies.
The insurance carrier division, Lombard International Assurance S.A., is headquartered in Luxembourg and specializes in manufacturing unit-linked life insurance solutions distributed by various regulated intermediaries.
The distribution companies market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.
To learn more about Lombard International Group, please visit www.lombardinternational.com.
Your Role- 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 ongoing awareness of service, propose suggested improvements to your line manager, and ensure quality improvements are made, as agreed.
- Act as the person of contact for any partner and client queries received by email, fax, post, or by telephone
- Take the necessary action to respond in an effective, professional, and timely manner to the queries received by telephone, email, or post from several partners, clients, or sales 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 collaborative working relationship with our sales consultants and all 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
- 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
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