Enhance client management strategies as a Specialist in Individual Insurance Development. Focus on orphan policies and collaborations to better serve clients in a supportive environment.
This role requires a university degree and 3-5 years of experience in personal insurance or similar fields. You will implement procedures for managing orphan clients, evaluate advisor licenses, and identify development opportunities. Your familiarity with life insurance and investment procedures will help strengthen client relationships.
Key Responsibilities:
• Manage orphan client files and monitor assignment
• Collaborate on compensation and contracts department tasks
• Analyze policies to uncover business opportunities
• Provide management with insightful reports
• Stay updated on insurance management rules
Requirements:
• University degree in administration or related field
• Minimum 3-5 years of experience in insurance
• Good knowledge of life insurance products an...