Job 6 van 33

APPLY



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:

Administrative Support:
  • Maintain accurate and up-to-date records, documentation, and databases for all third-party entities
  • Coordinate and schedule site visits, meetings, and training sessions
  • Prepare and distribute meeting agendas, minutes, and other relevant materials
  • Assist in the preparation of reports, presentations, and other documentation as required
Oversight and Monitoring Support:
  • Assist in the collection and analysis of data related to complaints, online reviews, customer feedback, QA and customer outcome metrics.
  • Support the coordination and execution of mystery shopping exercises within AR premises.
  • Monitor and track training completion data for AR colleagues.
  • Assist in the preparation of AR oversight packs for governance forums.
Communication and Coordination:
  • Act as a liaison between the Third-Party Oversight Manager and third-party entities, facilitating effective communication and coordination.
  • Coordinate and schedule Approved Person check-in calls and regulatory update sessions.
  • Assist in the dissemination of 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 the coordination and implementation of new processes or systems related to third-party oversight.
Continuous Improvement:
  • Identify opportunities for process improvement and streamlining within the third-party oversight function.
  • Suggest and implement changes to enhance efficiency and effectiveness.
  • 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.

REF-(Apply online only)

APPLY

More jobs of your search