Italian Operations Specialist

6 days ago


Dublin, Dublin City, Ireland Octium Life Full time
Italian Operations Specialist

We are seeking an experienced Italian Operations Specialist to join our Client Services & Administration Team in Dublin, Ireland.

This role is focused on daily business operations and transactions related to the Italian portfolio. The successful candidate will be responsible for executing the day-to-day operational requirements of the business.

Main Responsibilities:
  • Process new business, top-ups, switches, surrenders, and death claims at policy level.
  • Manage policy lifecycle from onboarding to day-to-day BAU requests related to the Italian portfolio.
  • Liaise with Asset Managers, Custodian Banks, and Intermediaries to ensure client expectations are met.
  • Enter data to produce business forms and adhere to SLAs when managing transactions.
  • Conduct due-diligence steps along all transactions received according to Compliance guidelines.
  • Verify and send orders to stakeholders and execute payment instructions.
  • Review and prepare procedures for documents required by Custodian Banks and Asset Managers.
  • Produce and send transaction confirmation letters and valuation statements to clients and Intermediaries.
  • Produce and use business reports for business analysis when required.
  • Coordinate post arrivals and manage post shipments with post services.
  • Assist in projects for new tool implementations and user acceptance testing purposes.


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