Insurance & Annuities Process Trainee
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Protocol Intelligence
Data-driven signals on your job's competitivenessKnown brand, metro location, generalist entry-level operations role.
Process skills transferable but product-specific insurance/annuities knowledge increases domain sensitivity.
Explicit 1-2 years desired plus finance exposure and communication requirements, but no strict certifications.
Job Description
Structured overview of role & requirementsAbout This Role
Manage service issues, requests, and account information for advisors and clients, resolving queries and high-level problems efficiently.
Ensure SLA compliance with less than 10% deviation from team average and collaborate with partners to process work and identify process improvements.
Utilize computer applications to research issues, handle account service requests, and communicate with advisors regarding missing or additional information.
Minimum Requirements
Graduate or Post-Graduate degree in finance, commerce, business management, or operations discipline.
Strong written and verbal communication skills and proficiency in Microsoft Office.
Exposure to financial products such as mutual funds, insurance, retirement services, or financial planning is preferred but not mandatory.
Work Experience Required: 1-2 years preferred in brokerage or financial services; not explicitly stated as mandatory.
Ideal Candidate Profile
Prior experience in financial services brokerage or related product support roles with knowledge of process adherence and SLA management.
Detail-oriented operator capable of collaborating across teams and managing client-advisor communication efficiently under SLA targets.
Comfortable working in a hybrid office model with defined in-office presence (minimum 3 days/week) and working hours from 8:00 AM to 4:30 PM.