Ireland Job Openings
UTMOST WEALTH SOLUTIONS
Client Relationship Executive
Navan
September 6, 2024
- To process Group Risk Life & Disability renewals and servicing
- To issue client invoices including deposit and regular invoices
- To respond to client/broker queries in a timely manner
- To monitor debtors and co-ordinate debtor chasing and referral as appropriate
- To implement increased efficiencies in processes where possible
- To carry out other activities as required by the business
Process Life & Disability renewals
- To maintain SLAs for internal and external service delivery
- To ensure renewals are issued timely and accurately
- To request/provide any clarification or information from/to clients
- To co-operate with the wider team as required in relation to driving efficiencies across the team
- Reconcile client renewal accounts in order to issue final invoices including adjustments whether simplified or full admin basis
- To carry out other activities as required by the business
Quality Control
- Streamline the delivery of services to obtain maximum efficiency.
- Create template documentation in line with corporate communication standards.
- Maintain 4 eyes approach to all non-automated communications.
- Conduct regular checks on all output to ensure continued high standards are maintained.
- Identify trends and propose solutions to increase accuracy and strengthen controls.
People / Stakeholder Management
- Work collaboratively with Internal and External stakeholders
Knowledge - experience or qualifications
- Demonstrate ability to follow processes and procedure and provide feedback for improvement.
- Proven experience of working with large teams and the ability to work with demanding and tight timelines
- The ability to work under pressure and to meet tight deadlines while displaying strong attention to detail;
- Enthusiastic, organised and self-motivated
- Demonstrates strong organisational and communication
- skills;
- Good knowledge of MS-Office Suite, especially Excel.
- Financial services operational experience or technical qualification is desirable
Skills
- Excellent communication, relationship management, analysis, report writing and interpersonal skills
- Excellent planning and organising skills
- Advanced analytical and numerical skills
- Excellent attention to detail and proven accuracy
Behaviours
- The ability to work under pressure and to meet tight deadlines while displaying strong attention to detail
- Enthusiastic, organised and self-motivated
- Demonstrates a strong ability to drive excellence
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