Policy Administration Officer (m/f). Luxemburgo

Your role -  Are you ready for a challenge?

The Policy Administration Officer is responsible for managing all of the following client transactions: Withdrawals, Surrenders and Death claims. 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.

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