Overview
The New Business Administrator is responsible for ensuring the timely and effective day to day processing of New Business applications for UPE and UW across the various product lines (IP, Wealth Protection, UPE Dublin) ensuring that all work items are processed in accordance with compliance obligations and within agreed service standards.
Main tasks and responsibilities
Processing Tasks
- Vetting & inputting New Business applications through to dispatching of policy documents
- Liaising with Intermediaries, Utmost Sales Team and Utmost service providers
- Delivery of tasks within agreed SLA’s
Ensure adherence to policies and procedures across the various products and business lines
- Embrace a risk aware mind-set and ensure any issues / risks are identified and brought to management attention in a timely manner.
Portray a mind-set of continuous improvement and innovative thinking.
- Bring ideas and improvements to the table and operate a can-do attitude.
- Support the roll out of strategic projects and initiatives as required.
Completion of all tasks in a manner cognisant of measures
- End to end timelines, First point resolution, removal of waste, Customer effort, Costs.
Problem Solving
- Use initiative for problem solving and identification of improvement measures.
- Identify opportunities to enhance customer experience.
Stakeholder Management
- Maintain and develop relationships with all key stakeholders such as sales, clients and intermediaries
Knowledge, Skills and Behaviours
- A deep understanding of the risk and compliance environment.
- Strong customer focus with a proven track record of implementing market-leading service improvements.
- Role holder must have a proven track record of delivering best practice in operational process and service delivery.
Skills
- Determined and focused individual with strong time management and analytical skills.
- Ability to work under pressure and to meet tight deadlines while displaying strong attention to detail.
- Ability to work in a team, to work on own initiative, to plan and organise workloads effectively to meet deadlines.
- Fluency in Italian language preferable
