
Insurance Expert
23 hours ago
Job Summary:
A prestigious insurance broker seeks an Insurance Expert to handle policy anniversary dates, curate annual review packs, and provide professional advice on liquidity planning and insurance needs.
Key Responsibilities:
- Record and track policy anniversary dates, conducting regular reviews of insurance policies.
- Curate Annual Policy Review Packs.
- Provide high-quality advice to clients on their liquidity planning and insurance needs.
- Work closely with the policy in force team to ensure consistency and accuracy of policy information.
- Maintain compliance with regulatory requirements and industry standards.
Requirements:
- Bachelor's degree in banking and finance.
- Minimum 3 years of experience in banking and financial services.
- Strong understanding and analysis of policy statements and information.
- Excellent communication and interpersonal skills.
About This Role:
This is a challenging yet rewarding position for a highly skilled Insurance Expert. If you have a passion for delivering exceptional customer service and a keen eye for detail, we encourage you to apply.
What We Offer:
We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary and benefits package.
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