PWP Servicing Administrator

Utmost Group; Navan; On-site; EUR 35,000 - 55,000; Full time

Job summary

Utmost Group is seeking a PWP Servicing Administrator in Ireland to manage day-to-day processing for UPE and Wealth Protection products across IP, Wealth Protection and UPE Dublin. You will ensure compliance with group policies, regulatory requirements and SLA targets while placing the customer at the centre of your work.

You will monitor volumes, raise issues promptly, and contribute to continuous improvement, coaching junior staff and supporting strategic projects as needed.

Qualifications

• Knowledge of financial services operations is a plus.
• Attention to AML and data protection guidelines is expected.
• Ability to work with multiple stakeholders including sales, clients and intermediaries.

Responsibilities

• Ensure timely processing of day-to-day activity for UPE and UW across product lines.
• Maintain service standards and compliance with group policies.
• Provide excellent policyholder administration and client service.
• Highlight and report any SLA breaches and escalations to management.
• Support onboarding of new starters and share knowledge within the team.

Job description

The PWP Servicing Administrator is responsible for ensuring the timely and effective day to day processing of activity 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.

• Ensure excellent policyholder administration and service performance with respect of the Utmost business.
• Ensure all day-to-day processing complies with group policies and regulatory requirements.
• Put customer at forefront of your efforts.
• Ensure prompt reporting to management of instances where SLAs are not met.
• Monitor your individual volumes and ensure any issues are raised.
• Be aware and flag if other team members have any issues with volumes. Adopt a customer centric approach and treat all customers in a professional and acceptable manner. A role model in demonstrating the behaviours and culture across the organisation.
• Lead by example, to motivate and assist with implementing and driving change bringing change ideas and innovative thinking to the forefront of your day to day.
• Assist in coaching and developing Identify opportunities that add value.
• Ensure processing of own tasks within agreed SLA.
• Be open to take on new tasks when required.
• 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.
• Complete all tasks in a manner cognisant of the following measures: End to end timelines, First point resolution, removal of waste, Customer effort, Costs.
• Use initiative for problem solving and identification of improvement measures.
• Support the roll out of strategic projects and initiatives as required.
• Support new starters and junior members in training and share knowledge throughout the team.
• Become familiar with team volumes, metrics and reporting on MI.
• Identify where further support is required for junior members.
• Maintain and develop relationships with all key stakeholders such as sales, clients and intermediaries.
• Demonstrate a positive “can do” attitude, volunteer and own tasks through to completion. Challenge and support your manager and peers to ensure the organisation is consistently delivering the best service both efficiently and ethically. individuals.
• Live the values. Demonstrate a positive attitude to all customers and peers, internal and external. Ensure familiarity and strict adherence to latest AML protocols across the processes.
• Early identification and logging of all risk events, feeding into associated learning plan from same
• Embrace a mind-set which focuses on Fraud & Risk prevention.
• Work in line with Data Protection guidelines and ensure adherence to same. Exhibit commercial awareness in everything you do, understanding and appreciating the financial risks associated with day-to-day tasks and ensuring such risk assessment drives your prioritisations and efforts.

Utmost Group is an equal opportunities employer.

Before you give us your personal information it is important that you know what your data protection rights are and how and why we use your personal information. This is set out in the Utmost International Staff Data Privacy Notice which is always available on our staff intranet or you can ask us for a copy.

Where Agency assistance is required, Utmost Ireland will engage directly with suppliers. Unsolicited CVs / profiles supplied to Utmost Ireland will not be accepted for the role.