Life Manager - LPS
The role involves providing administrative support for contracts distributed in LPS within the Life LPS Back-Office department, working with a dynamic team.
Main responsibilities include managing customer and intermediary needs, compliance analysis, coordinating operations between different internal departments, managing contracts and amendments, and participating in operational improvement processes.
The role also involves training junior back-office staff and participating in closing work in collaboration with the accounting and actuarial departments.
Description
- Gather, identify and formalize customer and intermediary requirements;
- Carry out compliance analysis and verify acceptance or membership conditions in accordance with current standards and anti-money laundering procedures;
- Coordinate actions to set up new subscriptions and other operations, in compliance with internal procedures and deadlines;
- Issue and generate contracts;
- Manage surrenders, arbitrages and contract modifications;
- Process complex operations;
- Check and send documents to customers and partners;
- Take telephone calls from customers and partners on current operations;
- Participate in closing work in collaboration with accounting and actuarial departments;
- Participate in initiatives to adapt and develop operational processes;
- Train junior back-office staff.
Profile
- Minimum education : BAC +3 in economics, management or finance, or equivalent;
- 5 years' experience in a similar position, preferably in the financial or insurance sector;
- Fluent in written and spoken French and English; knowledge of other languages appreciated;
- Exemplary organization, rigor and reliability;
- Good commercial sense and telephone skills;
- Critical, results-oriented and proactive;
- Discretion and customer focus;
- Ability to work independently;
- Team spirit, availability and flexibility;
- Good command of the Office pack.
Offer
Our client offers a permanent contract.
Life Manager - LPS
The role involves providing administrative support for contracts distributed in LPS within the Life LPS Back-Office department, working with a dynamic team. ...
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