Team Co-ordinator

5 months ago


Bournemouth, United Kingdom Vitality Full time

**About The Role**:
**Team -** Intermediary Sales Quality

**Working Pattern -** Hybrid - 2 days per week in the Vitality Stockport Office. Full time hours (Part-time considered).

**Top 3 skills needed for this role**:

- Excellent communication skills with the ability to interact professionally with a diverse group
- Must be proficient in Microsoft word, excel and PowerPoint
- Self-starter able to work under pressure to tight deadlines & have good attention to detail

**What this role is all about**:

- To support the Head of Intermediated Oversight (HOIO) & Intermediated Distribution Quality Manager (IDQM) and the wider team with administration, diary management and project co-ordination
- Centralise the collation and provision of business / KPI reports
- Maintain robust standards of record keeping of oversight for Vitality Intermediated Distribution
- Maintain and manage robust standards of version control within the team and the documentation of established processes set out by the HOIO & IDQM
- Team mailbox management and escalation
- Due Diligence checks for Intermediated Sales Teams and their introducers

***Key Actions**
- Provide administrative support to Intermediated Sales Quality Team including but not limited to;
- Report filing
- Application / onboarding and off boarding checks / due diligence requirements
- Report collation for established forums such as Broker Risk, Conduct Committee & Governance Forums
- Minute taking
- Serve as a first line point of contact for business enquiries and triage these to the relevant team members
- Ensure record keeping is accurate and appropriately maintained
- Documenting of process maps and requirements as set out by the Head of Intermediated Oversight, Intermediated Distribution Quality Manager and wider oversight teams
- Report collation for Broker firms

**Essential Skills needed to fulfil this role**:

- Educated to A Level or equivalent
- One years’ experience within a regulated industry
- Minimum intermediate level working knowledge of Microsoft Excel
- Fastidious attention to detail
- Excellent verbal and written communication skills with the ability to interact professionally with a diverse group
- Diplomacy and tact in dealing with business sensitive information
- Ability to multi-task and prioritise activities
- Able to analyse and report on data
- Ability to produce accurate reports within short time periods
- Able to analyse and retain information
- Demonstrate a high attention to detail in performing tasks
- Self-starter able to work under pressure to tight deadlines
- Able to work both independently and within a team environment

**So, what’s in it for you?**
- Bonus Schemes - A bonus that regularly rewards you for your performance
- A pension of up to 12%- We will match your contributions up to 6% of your salary
- Our award-winning Vitality health insurance - With its own set of rewards and benefits
- Life Assurance - Four times annual salary

These are just some of the many perks that we offer To view the extensive range of benefits we offer, please visit our careers page. **Fantastic Benefits. Exciting rewards. Great career opportunities**
- Help you to be the healthiest you’ve ever been.
- Create an environment that embraces you as you are and enables you to be your best self.
- Give you flexibility on how, where and when you work.
- Help you advance your career by playing you to your strengths.
- Give you a voice to help our business grow and make Vitality a great place to be.
- Give you the space to try, fail and learn.
- Provide a healthy balance of challenge and support.
- Recognise and reward you with a competitive salary and amazing benefits.
- Be there for you when you need us.
- Provide opportunities for you to be a force for good in society.

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.

**About Us**:
Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.

We’ve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We’re successful because we attract, develop, and retain the best people - and because we care.
- Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

**Ready to find out if we’re the right fit for you? We can’t wait.**

**Diversity & Inclusion**

We’re committed to diversity and inclusion because it’s good for our employees, for our business, and for society. To learn more please visit our Careers page.

**Vitality’s approach to sustainability**

Vitality is a business that drives positive



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