
Administrative Professional
6 days ago
We are seeking a skilled professional to manage the lifecycle of policies and transactions related to our Italian portfolio.
- Process new business, top-ups, switches, surrenders, death claims, and other transactions at policy level.
- Manage policy lifecycle from onboarding to day-to-day BAU requests.
- Liaise with asset managers, custodian banks, and intermediaries to meet client expectations.
- Enter data to produce business forms, adhere to SLAs, conduct due diligence, and verify orders.
- Review and prepare procedures for documents required by custodian banks and asset managers.
- Produce transaction confirmation letters and valuation statements.
- Generate business reports for analysis as needed.
- Coordinate post arrivals and manage post shipments.
The ideal candidate will have at least 2 years' experience in operations of financial institutions, brokerage, or life insurance. Strong knowledge of Word, Excel, and PowerPoint is also required. Excellent organizational skills, self-motivation, problem-solving, and decision-making skills are essential.
Required Skills:- Proficiency in Italian and English; additional languages are a plus.
- Knowledge of financial-banking environment and its operativity.
- Attention to details, analytical skills, and critical thinking to improve current processes.
- High resilience and adaptability to change within a fast-paced environment.
This is an exciting opportunity to work with a passionate, ambitious, and truly international team of professionals in the insurance and financial sector.
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