The Role:
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)
Further information:
As well as a competitive salary we offer the following benefits -
- Competitive holiday allowance with the annual option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Very generous maternity and paternity leave packages
- A flexible benefits package which allows you to add additional benefits to your overall package
- Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
- Referral schemes
- Discounted rates on PIB products
- We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
- We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
- PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
- Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
- PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint.
We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
REF-216 022