Third Party Oversight Co-ordinator

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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REF-220 600

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