Third Party Oversight Co-ordinator page is loaded
Third Party Oversight Co-ordinator
Apply locations Gloucester time type Full time posted on Posted 30+ Days Ago job requisition id JR100806
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.
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