Associate Project Specialist, Broker Accreditation Team
at XL Catlin
Wrocław, dolnośląskie, Poland -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 04 Feb, 2025 | Not Specified | 05 Nov, 2024 | N/A | Microsoft Outlook,It,Thinking Skills,Ethnicity,Arguments,Excel,English,Powerpoint | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
DISCOVER YOUR OPPORTUNITY
What will your essential responsibilities include?
- Execute and monitor projects related to the Broker Accreditation processes. Develop project plans, timelines, and milestones.
- Identify inefficiencies in the Broker Accreditation processes and propose improvements. Collaborate with stakeholders to implement process enhancements.
- Coordinate creation and updates of the standard operating procedures (SOPs) as needed.
- Act as a liaison between the Broker Accreditation department and internal/external stakeholders.
- Provide regular updates on project progress to management and team members.
- Stay informed about industry regulations and accreditation standards. Ensure that all accreditation processes adhere to regulatory requirements.
- Collaborate with other functions, including technology, data, financial, procurement, risk and control partners to ensure end to end processes are fit for purpose, reasonable, functioning and followed.
- Work as part of the team, ensuring Brokers are approved as per the process for that country, seeking assistance from Legal for terms of business agreement (TOBA) /regulatory issues, matters relating to TOBA wordings and Country Managers for process queries.
- Work as part of the team in the day-to-day maintenance of Broker records ensuring the highest data quality is achieved.
- Work as a team in the Production of Broker Risk Reviews
- Preparing the data part of the report for the Manager to present at various Committees.
- Maintaining the BAT knowledge database in OneNote.
- Allocating emails into the BAT mailbox responding to the straightforward and more complicated requests and ad hoc queries either by direct email, phone call or through the BAT mailbox.
- Initiates CI initiatives and co-ordinates projects. Able to motivate others to work on innovations.
- Excellent customer service skills and is a role model for others in communicating with stakeholders.
- Train new starters clearly and accurately on existing processes.
You will report to the local Senior Manager, Broker Accreditation Team
SHARE your talent
SHARE YOUR TALENT
We’re looking for someone who has these abilities and skills:
- Experience in projects
- University degree
- Experience on the similar role
- First class report writing skills (ability to develop and present ideas and reasoned arguments clearly and concisely to various audiences)
- Computer literate including Microsoft Outlook, Word, Excel, PowerPoint and other commonly used software
- Fluency in English (both spoken and written) is a must
- Inquisitive mind with analytical and critical thinking skills
- Good organizational skills and excellent attention to detail
- Excellent people skills; communicative and open to new difficulties
Responsibilities:
- Execute and monitor projects related to the Broker Accreditation processes. Develop project plans, timelines, and milestones.
- Identify inefficiencies in the Broker Accreditation processes and propose improvements. Collaborate with stakeholders to implement process enhancements.
- Coordinate creation and updates of the standard operating procedures (SOPs) as needed.
- Act as a liaison between the Broker Accreditation department and internal/external stakeholders.
- Provide regular updates on project progress to management and team members.
- Stay informed about industry regulations and accreditation standards. Ensure that all accreditation processes adhere to regulatory requirements.
- Collaborate with other functions, including technology, data, financial, procurement, risk and control partners to ensure end to end processes are fit for purpose, reasonable, functioning and followed.
- Work as part of the team, ensuring Brokers are approved as per the process for that country, seeking assistance from Legal for terms of business agreement (TOBA) /regulatory issues, matters relating to TOBA wordings and Country Managers for process queries.
- Work as part of the team in the day-to-day maintenance of Broker records ensuring the highest data quality is achieved.
- Work as a team in the Production of Broker Risk Reviews
- Preparing the data part of the report for the Manager to present at various Committees.
- Maintaining the BAT knowledge database in OneNote.
- Allocating emails into the BAT mailbox responding to the straightforward and more complicated requests and ad hoc queries either by direct email, phone call or through the BAT mailbox.
- Initiates CI initiatives and co-ordinates projects. Able to motivate others to work on innovations.
- Excellent customer service skills and is a role model for others in communicating with stakeholders.
- Train new starters clearly and accurately on existing processes
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
IT Software - Other
Finance
Graduate
Proficient
1
Wrocław, dolnośląskie, Poland