Insurance & Annuities Process Trainee
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Job Description
Structured overview of role & requirementsAbout This Role
Handle service issues, requests, and policy inquiries for advisors and clients concerning financial accounts.
Communicate with advisors to resolve queries and high-level problems promptly, maintaining SLA and team performance standards.
Collaborate with business partners to process work, identify process improvements, and ensure accurate request processing.
Minimum Requirements
Graduate or Post-Graduate degree in finance, commerce, business management, or operations discipline.
Strong written and verbal communication and presentation skills.
Working knowledge of Microsoft Office.
Work Experience Required: Desired 1-2 years in brokerage or financial services, although not strictly mandatory.
Ideal Candidate Profile
Experience with financial products like mutual funds, insurance, retirement services, or financial planning is advantageous.
Comfortable working in an office-based environment with in-office collaboration at least 3 days a week.
Capable of maintaining SLA metrics with no more than 10% variation from team averages and driving process improvements.