commercial support & policy administrator (m/f) in Luxembourg Centre

posted
contact
Hélène ARAGO, Randstad Luxembourg, Randstad Luxembourg
temporary
apply now

job details

posted
location
luxembourg centre, centre
sector
Finance
job type
temporary
reference number
19991
contact
Hélène ARAGO, Randstad Luxembourg, Randstad Luxembourg
apply now

job description

We are currently looking for one of our client for a one year contract a :

 

Commercial Support & Policy Administrator (m/f)

 

 

 

 

Your Role:

·      Assist the Relationship Managers with the follow up of client files and in all commercial relationships with clients, Intermediaries, Banks and Asset Managers;

·      Act as point of entry for clients by mailing, e-mail, phone. Record their requests and inform the Relationship Managers;

·      Provide a good service to our visiting clients, welcome and inform them on their files;

·      Create set of subscription forms for all markets as well as specific ones for special cases to send to the external partners;

·      Follow-up, update all financial and administrative events such as partial/total surrender, switch, change of holders...

·      Ensure internally the 1st line of defense primarily responsible for risk management and compliance in the Commercial Support Team, performing the following activities:

§  Ensure quality control on the proposal/instructions received by the clients, the ID documentation and on the information filled in the CCQ-RAF by the Intermediaries/RM, corroborate with researches;

§  Perform origin of fund checks also on incoming fund/securities transfers related to initial premium;

§  Follow up of file missing/incomplete documentation;

§  Support the review of client risk classification;

§  Contribute to the establishment and update of check-lists;

§  Ensure that all procedures in place are respected (and assist in the improvement of existing ones);

·      Issue, control and send all annual policies statements for clients;

·      Participate in the management system testing: set-up, follow up and control of functional test;

·      Give assistance to the Teamleader on delivering monthly new figures on new business/ and figures of surrenders and pipeline;

·      Support the team by ensuring a back-up and share knowledge with peers;

·      Cooperate with the other departments.

 

Your profile: 

§  0-3 years experience or more in a similar role, ideally within the insurance sector;

§  Good knowledge of KYC principles;

§  Mother tongue Italian, proficiency in English, and  French are mandatory;

§  A hands on attitude with a good team spirit;

§  Excellent result and customer orientation.