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. Your profile – Have you got what it takes to become our Account Officer? - 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. This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.*
Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.
Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement
