Policy Administration Officer

**About Lombard International Group
Lombard International Group is a leading provider of global wealth and succession planning solutions with 30+ years’ experience. We have the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations.

It is in our nature to constantly innovate We love what we do, quickly adapt, and we are agile, as well as being committed to serve our partners and clients across the globe with Best-in-Class wealth solutions and tailored services.

The Group serves over 25 markets across Asia, Europe, Latin America and the United States, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.

European assets under administration are of €46.3 billion (as at 31 December 2022). Our global team of almost 600 employees includes more than 60 technical experts specializing in multiple jurisdictions.

Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world’s leading investment firms.

**At Lombard, it is in our nature to innovate
**We love what we do, quickly adapt, and we are agile, to bring out the very best in what we do
**Your role - Are you ready for a challenge?
The Policy Administration Officer is responsible for managing all of the following transactions: payments made to clients and authorities, reconciliation of company accounts and preparation and follow up on account closing. Responsibilities include providing a critical service to clients and protecting their assets while monitoring money movements in a controlled environment.

Your responsibilities will be as follows:

- 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 Assist the team on special projects, tasks

**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, other European language is an asset

Additional assets:

- Knowledge of Luxembourg AML laws Attention to detail

**We offer you
An exciting opportunity to build a network of contacts across the organization in a collaborative and diverse workplace. At Lombard International we have a diverse team of over 40 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy recognition and rewarding packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. The work can be challenging but Lombard International is always a great place to work. We are committed to extending equal employment opportunities to all individuals.

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