Anita Ukey

Insurance Associate-Analyst (Wealth Operations)

Roles and Responsibilities

• To provide customer service to both internal and external customers.
• Ensure own work is completed to a high level of accuracy within service level agreements to achieve regulatory targets.
• Maintain and implement a personal development plan in partnership with your immediate manager.
• Identify, facilitate, and implement process improvement ideas to improve efficiency.
• Keep own knowledge up to date about servicing, processing, and compliance activities.
• Execute non-standard cases and manual work that cannot be processed on standard systems.
• Learn all the skills and knowledge covering a broad range of servicing activities across regulated products.
• Identify customer needs, provide assistance/information, and capture essential details on the system, thereby enabling other departments to fulfill the customer requirements.
• To demonstrate a positive risk, compliance, and control culture through identifying, assessing, monitoring, and managing risks and issues within the business area and ensuring timely and appropriate resolution of control weaknesses, actions, and failures.
• To achieve and maintain the required level of competency, as per the training and competency framework.
• Responsible for the day-to-day sales administration for PFP and servicing of Retirement Account customers.
• Responsible for updating details on various systems.
• Will also be responsible for sending template letters to customers and, at times, creating free-form letters to respond to customer queries.
• Handle calls to ceding companies or internal departments within the UK, if required, for some work types.

• Performed data entry of customer transaction information into the company database.
• Verified accuracy and completeness of customer documents and records.
• Resolved discrepancies in transactions by researching and reconciling data from multiple sources.
• Experience in claim adjudication and examination. Excellent understanding of policy wordings. Achieved high-quality standards, good production, and accuracy. Handled team floor queries. Experience in mortgage underwriting. Complete knowledge of the mortgage industry and loan documentation. Income calculation and complete document verification. Handling multiple activities at a time.

• I assisted customers with insurance coverage needs, including providing quotes and answering questions.
• Conducted reviews of existing policies to ensure they meet customer requirements.
• Developed detailed reports on insurance policy performance and trends
• Experience in claim adjudication and examination. Excellent understanding of policy wordings. Achieved high-quality standards, good production, and accuracy. Handle floor queries of the team.