Insurance Product Analyst (M/F)

Your next challenge:  

  • To provide support to the account managers in the context of BIL's insurance brokerage activity and non-brokerage activity, mainly in relation to investment products (dedicated funds, FAS, or others), by accompanying them to meetings if necessary
  • To provide insurance expertise to assist sales staff in finding solutions and setting up files in the context of non-brokerage
  • To ensure, in collaboration with the rest of the team, the processing of mail (paper and electronic) and the handling of telephone calls (internal and external)
  • To support the front office and responding to various requests, carrying out the necessary research or contacting companies as required
  • To be compliant with processes and regulatory obligations (IDD, AML, etc.) and ensure the proper execution of transactions: subscriptions, additional payments, arbitrations, repurchases, and non-financial operations, etc., both when receiving client instructions and when monitoring their execution by the companies
  • To encode and track transactions in our internal tool (for brokerage) as well as electronic archiving
  • To develop tailor-made solutions in collaboration with the other departments of the bank by providing insurance expertise on our various core markets
  • Actively participate in the training plan for sub-brokers and sales staff (as a trainer or organiser in conjunction with the companies or other departments of the bank) depending on the areas of expertise required
  • To seek ways to constantly improve and develop both in our internal processes and in our follow-up with insurers
  • To maintain excellent relations with our insurance partners as well as a high level of quality in the files transmitted to them
  • To be the contact point for our partner insurance companies in the context of ongoing operations and business development, by organising and coordinating follow-up committees
  • Participate in certain projects
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