Third Party Oversight Co-ordinator page is loaded
Third Party Oversight Co-ordinator
Job Title: Third-Party Oversight Co-ordinator
Location: Office Based in Gloucester
Salary: £25,000
Contract Type: Full time permanent
The Third-Party Oversight Co-ordinator plays a crucial role in assisting the Third-Party Oversight Manager in managing the oversight process of Appointed Representatives (ARs), Introducer Appointed Representatives (IARs), and other third-party distribution relationships. This position provides administrative and operational support to ensure efficient and effective oversight activities.
Responsibilities:
1. Administrative Support:
o Maintain accurate and up-to-date records, documentation, and databases for all third-party entities.
o Coordinate and schedule site visits, meetings, and training sessions.
o Prepare and distribute meeting agendas, minutes, and other relevant materials.
o Assist in the preparation of reports, presentations, and other documentation as required.
2. Oversight and Monitoring Support:
o Assist in the collection and analysis of data related to complaints, online reviews, customer feedback, QA and customer outcome metrics.
o Support the coordination and execution of mystery shopping exercises within AR premises.
o Monitor and track training completion data for AR colleagues.
o Assist in the preparation of AR oversight packs for governance forums.
3. Communication and Coordination:
o Act as a liaison between the Third-Party Oversight Manager and third-party entities, facilitating effective communication and coordination.
o Coordinate and schedule Approved Person check-in calls and regulatory update sessions.
o Assist in the dissemination of regulatory updates, policies, and procedures to third-party entities.
4. Project and Task Management:
o Support the Third-Party Oversight Manager in managing projects and initiatives related to third-party oversight.
o Maintain project timelines, task lists, and follow-up on outstanding items.
o Assist in the coordination and implementation of new processes or systems related to third-party oversight.
5. Continuous Improvement:
o Identify opportunities for process improvement and streamlining within the third-party oversight function.
o Suggest and implement changes to enhance efficiency and effectiveness.
o Provide feedback and recommendations to the Third-Party Oversight Manager based on observations and insights.
Skills & Experience:
* Considerable experience gained directly within the insurance broking industry, or lesser experience supported by professional insurance qualifications.
* Strong stakeholder management.
* Attention to detail.
* People management.
* Well-developed report writing, verbal and written communication and presentation skills.
* Familiarity and competency using MS Office (Word, Excel, Outlook).
* Strong organisational and time management skills.
* Good written and verbal communication.
* Ability to influence.
* Experience of Account Executive led business as well as volume telesales environments would be an advantage, as would working with marketing material (Desirable).
* Understanding of the insurance placement process (Desirable).
Why Join Us?
* Competitive salary and benefits package.
* Flexible working and holiday options.
* Pension, enhanced parental leave, and life insurance.
* Discounts on technology, travel, and leisure.
* Learning and development opportunities.
* Volunteering and charity support days.
Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.
About Us
We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.
#J-18808-Ljbffr