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Third-Party Oversight Coordinator
2 months ago
Position Overview:
The Third-Party Oversight Coordinator is integral in supporting the Third-Party Oversight Manager in overseeing the management processes of Appointed Representatives (ARs), Introducer Appointed Representatives (IARs), and various third-party distribution partnerships.
Key Responsibilities:
Administrative Assistance:
Maintain precise and current records, documentation, and databases for all third-party entities.
Organize and schedule site visits, meetings, and training sessions.
Prepare and distribute meeting agendas, minutes, and other pertinent materials.
Assist in the creation of reports, presentations, and other documentation as needed.
Oversight and Monitoring Assistance:
Support the collection and analysis of data related to complaints, online reviews, customer feedback, quality assurance, and customer outcome metrics.
Monitor and track training completion data for AR personnel.
Assist in preparing AR oversight packages for governance discussions.
Communication and Coordination:
Serve as a liaison between the Third-Party Oversight Manager and third-party entities, ensuring effective communication and coordination.
Organize and schedule check-in calls and regulatory update sessions for Approved Persons.
Assist in distributing regulatory updates, policies, and procedures to third-party entities.
Project and Task Management:
Support the Third-Party Oversight Manager in managing projects and initiatives related to third-party oversight.
Maintain project timelines, task lists, and follow up on outstanding items.
Assist in coordinating and implementing new processes or systems related to third-party oversight.
Continuous Improvement:
Identify opportunities for process enhancement and streamlining within the third-party oversight function.
Propose and implement changes to improve efficiency and effectiveness.
Provide feedback and recommendations to the Third-Party Oversight Manager based on observations and insights.
Qualifications:
Significant experience in the insurance broking industry, or lesser experience supported by professional insurance qualifications.
Strong stakeholder management skills.
Attention to detail and people management capabilities.
Well-developed report writing, verbal and written communication, and presentation skills.
Proficiency in MS Office (Word, Excel, Outlook).
Strong organizational and time management skills.
Effective written and verbal communication abilities.
Ability to influence and engage stakeholders.
Experience in Account Executive-led business and volume telesales environments is advantageous, as is familiarity with marketing materials (Desirable).
Understanding of the insurance placement process (Desirable).
Additional Information:
In addition to a competitive salary, we offer a range of benefits including a generous holiday allowance, death in service benefit, company pension scheme, and comprehensive maternity and paternity leave packages.
Our flexible benefits package allows you to customize your overall benefits.
We provide a benefits portal with discounts on technology, cinemas, restaurants, travel, and more.
We also offer a first-class employee benefits and welfare package, including financial management support, cycle to work scheme, counselling support, health screening, and various other wellness initiatives.
Our commitment to learning and development includes professional study options and apprenticeships available to all employees.
We are dedicated to improving our environmental impact responsibly and actively support community fundraising initiatives.
We pride ourselves on our growth and success, recognized through various industry awards. If you are looking to work for a company that prioritizes its people, we encourage you to explore opportunities with us.
We are an equal opportunities employer, committed to fostering a diverse and inclusive workforce.
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