Life Insurance Officer
Point of escalation for insurance companies and internal operations teamsResponsible for the monitoring , reporting and advocating continuous improvementContractual documentation: follow up of account documentationAccount opening: managing all the processes to open accounts (master and sub-...
Description
- Point of escalation for insurance companies and internal operations teams
- Responsible for the monitoring , reporting and advocating continuous improvement
- Contractual documentation: follow up of account documentation
- Account opening: managing all the processes to open accounts (master and sub- accounts)
- Ensuring controls at every stage of the opening account: Regulatory controls, Management and custody fees..
- Regulation : maintaining awareness of regulatory developments (PRIIP’S, EMIR, etc.) and update procedures
- Prepare the PRIIP’s Files required by Insurance Companies
- Comply with all applicable legal, regulatory and internal Compliance requirements
- Maintain appropriate knowledge to ensure to be fully qualified to undertake the role
Your profile
- Degree in Business Management or economics
- Minimum 5 years previous relevant work experience within an insurance company in a commercial
- Client service orientation, ability to work under tight deadlines; excellent communication skills
- Autonomy, organization & ability to multi-task
- Knowledge of European Life Insurance environment (Legal, Tax, Regulatory) and products
- Team player and result-oriented
- G2, CRM, DocuPrint, LA Retrieve, Microsoft Office, Connaissance client, Docflow, LA Scanner
- English and French; any other language is a bonus