Policy Transfer Officer

**About Lombard International Assurance**

Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International’s solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

**_On 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025.
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**About Utmost Group plc**

**About Utmost International**

Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates across the UK, Europe Latin America; Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals. _#utmostOn a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed £103bn of assets under administration on behalf of approximately 210,000 policyholders.

**Your role - Are you ready for a challenge?**

Your responsibilities will be as follows:

- Initiating payments to clients and authorities, managing account closures, taking appropriate follow-up actions and ensuring timely reconciliation of daily payment 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.
- **Your profile - Have you got what it takes to become our Policy Transfer 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, any other European language is an absolute asset,Knowledge of Luxembourg AML law.**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 diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition 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. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community #utmost

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour