
Insurance Policy Advisor
1 week ago
This role is a key part of our client's success.
We are looking for an individual to work closely with their policy in force team to ensure consistency and accuracy of policy information.
- Record and track policy anniversary dates and conduct regular reviews of insurance policies.
- Curate Annual Policy Review Packs.
- Provide professional advice on liquidity planning and insurance needs.
The ideal candidate will have a strong understanding and analysis of policy statements and information.
Negotiation skills are also essential in this role.
Requirements- Bachelor's degree in banking and finance.
- Minimum 3 years of work experience in banking and financial services.
- Excellent communication and interpersonal skills.
- Able To Multitask
Negotiation
Financial Planning - Interpersonal Skills
- Cold Calling
- Administration
- Needs Analysis
- Compliance
- Attention to Detail
- Networking
- Life Insurance
- Analytical Problem Solving
- Team Player
- Regulatory Requirements
- Business Development
- Financial Services
- Customer Service Experience
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