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Required Annuity and Life Insurance Policy Review-Associate

8.00 to 9.00 Years   Mumbai City   04 Apr, 2023
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxGeneral / Other Software
EmploymentTypeFull-time

Job Description

    You are a strategic thinker passionate about driving solutions using customer service skills. You have found the right team.As the Policy Review professional in our Annuity and Life Insurance Product and Business Development team you will spend each day defining, refining and delivering set goals for our firmJob responsibilities
    • Analyze existing annuity and life insurance book of business, partner with annuity and life insurance business development teams, sales and marketing teams and product teams to help identify business opportunities and promote business growth.
    • Work with annuity and life insurance team to understand business requirement, craft clear business stories, define short term and long term business plan around inforce book of business.
    • Define key inforce marketing opportunities and create actionable list of business opportunities, utilize analytical tools and illustration software to prepare each case with clear, actionable next steps for the sales team to act upon.
    • Assist with program and process design and implementation to streamline daily tasks. Create record of process and procedures and ensure materials are current and accurate.
    • Assist with the management of carrier/vendor relationships
    Required qualifications, capabilities, and skills
    • CA/MBA with 8+ years of experience
    • Prior Experience in annuity and life insurance distribution and customer service.
    • Proficient in Microsoft Office, Excel & PowerPoint.
    • Leadership experience is a must.
    Preferred qualifications, capabilities, and skills
    • Ability to manage priorities, excellent time management skills, comfortable multi-tasking in a fast-paced environment.
    • Excellent communication and customer service skills. Demonstrated ability to communicate, work effectively and build relationships with a variety of internal and external stakeholders/service providers.
    • Ability to work proactively and learn independently.
    ,

Keyskills :
policy reviewlife insuranceprocess designtime managementcustomer servicemicrosoft officework effectivelymanagement skillsbusiness developmentsetsalesexcelstepsdesignsoftwarebusiness

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