Insurance Professional Job Description

Insurance Professional Job Description

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Insurance professional provides technology consulting advice in one or more Insurance product areas: personal & commercial business lines, claims & reinsurance, London Markets.

Insurance Professional Duties & Responsibilities

To write an effective insurance professional job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance professional job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop and maintain effective compliance policies and procedures, compliance testing programs
You will handle insurance claims, budget planning and monitoring
Assists with the development and maintenance of policies and procedures for existing and new processes as a result of regulatory changes and business needs
Identify new business opportunities and upcoming product searches
Create presentations for sales pitches across JPMAM's investment platforms including Investment Solutions
Coordinate product teams and RFP processes for complex insurance clients
Research prospects within the insurance universe
Partner with marketing teams on new product launch initiatives
Respond to client requests and manage client communications efforts
Project manager for ad hoc strategic initiatives (International Road Shows, Product Launches, Territory Management, Morning Calls, Sales Training)

Insurance Professional Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Insurance Professional

List any licenses or certifications required by the position: CPCU

Education for Insurance Professional

Typically a job would require a certain level of education.

Employers hiring for the insurance professional job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Management, Accounting, Business/Administration, Medical, Medical Billing Specialist, Finance, Economics, Computer Science

Skills for Insurance Professional

Desired skills for insurance professional include:

Commercial Credit requirements
Commercial Insurance policies and requirements
Commercial credit requirements and documentation
Acturis desirable
But not essential
Commercial Real Estate market is extremely valuable
Commercial lines coverages and markets
Comply with all rules and regulations of the firm the various regulatory agencies
Personal lines insurance and regulations
Internet use

Desired experience for insurance professional includes:

Work closely with the GIS Strategy & Analytic team to support their timely response to client requests
Work closely with the CRM support team to record and monitor client and prospect relationships
Day to day Broker activities along with account executive/client facing support
Initiate new business activity both directly, individually and in co-ordination within the Aon network
Prepare Wording Comparisons, Working Copy Wordings, letters and reports under the direction of Manager
Communicate with markets for quotes and renewal negotiations and maintain good working relationships with the markets

Insurance Professional Examples

1

Insurance Professional Job Description

Job Description Example
Our company is looking for an insurance professional. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance professional
  • Coordinate activity amongst other Aon offices to ensure smooth coordination of all client activity
  • Responsible for marketing and developments of terms under the direction of the Manager
  • Willingness to travel as necessary (mostly USA but some U.K.)
  • Prepare and/or check communication based upon master drafts were appropriate
  • Check computations of premiums and taxes and invoices as appropriate
  • Interpret compliance-related materials and communicate information to all affected departments
  • Maintain market conduct compliance log
  • Set overall direction for the professional services organization
  • Provide strategic thought leadership to clients and to internal product and sales teams within Insurance and the global professional services practice
  • Work with customers in solving complex problems, from the Front office of Insurers to the Back office, where we support Insurers in the area of Financials (Insurance General Ledger & Investment Accounting) and Back Office (Core Administration), in addition to Risk Management (Actuarial Modeling, Analytics, and Data Management) and Healthcare
Qualifications for insurance professional
  • Experience in Manual Functional testing
  • European language skills a positive
  • Six or more years of application architecture and/or product development experience with Wealth Management Systems/ WMA
  • Life Insurance Industry Preferred
  • Ability to work with multiple clients
  • Minimum 7-10 years of relevant experience in a similar compliance role for insurance companies
2

Insurance Professional Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of insurance professional. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance professional
  • Lead the roll-out of best practices around project management, performance metrics, utilization and delivery in an organization which was centralized into one global team during the last year
  • Collaborate/partner with the broader FIS executive professional service teams across the Groups to build synergies and seize opportunities
  • Develop and/or champion initiatives that focus on bringing innovation in the form of new services, identifying opportunities for existing offerings in new markets, or generating more revenue from existing offerings and third party partnerships
  • The management liability portfolio of programs (inclusive of various D&O and E&O programs, Employment Practices Liability, Fidelity/Fraud, Cyber, Fiduciary ) represent $2.3B in limits procured, $38mm in premium spend annually and ~200 insurance contracts
  • You will support the management of the group's global insurance program
  • You will review insurance clauses in contracts
  • You will provide support to internal units
  • You will be able to demonstrates an understanding of key business drivers and ensures strategic directions are followed and the organization succeeds
  • You will be able to gathers relevant data, identifies trends and root causes, and draws logical conclusions to develop solutions
  • You will have ability to assess details and identify trends, systems and other factors as part of a single and comprehensive picture
Qualifications for insurance professional
  • An ability to manifest flexibility, adaptability, initiative and creativity
  • Highly articulate communicator who is able to convey important messages in a clear and compelling manner at all levels of the organization
  • Proven track record working with “C” suite executives and Boards, equally comfortable addressing large public audiences or senior level customers
  • Undergraduate degree with an excellent overall score
  • Additional academic qualifications (MBA or PhD) are helpful but not mandatory
  • Several years' relevant professional experience in the area of digitization and IT in insurance sector (e.g., based on projects to introduce new digital products, to digitize processes or to renew IT systems in operations, claims, settlement and/or sales) backed by solid professional understanding of core areas in the P&C and/or life insurance business
3

Insurance Professional Job Description

Job Description Example
Our innovative and growing company is looking for an insurance professional. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance professional
  • Prepares and manages internal and external reporting of market conduct data
  • Reviews KYC documentation in accordance with established policies relating to company investments and, as needed, third party arrangements
  • Coordinates compliance related projects to ensure tasks are appropriately assigned and remain on track and in line with overall project goals and timelines
  • This position will work closely with content, production, online, and media teams to oversee the production process for all ICE, IPD, and APT courses and exams from initiation to release
  • This person will work with our Regulatory Filing and Reporting departed to assure our ICE courses meet all regulatory approvals required
  • S)he will identify areas for process improvements and work with the VSM team to assure that all ICE, IPD, and APT courses are produced in conformance with approved production workflows/processes
  • Analyze Insurance CE product effectiveness for both live and online courses and components through quantitative and qualitative measures, providing the Content, Production, and Media managers usable results to improve product quality
  • Research and stay abreast of current trends and regulation in the ICE, IPD, and NAIC Annuities marketplaces
  • Work with insurance brokers and insurers on various lines of insurance including for annual insurance renewals and claims management
  • Work with Accounts Payable and Treasury to pay premium invoices
Qualifications for insurance professional
  • Range of project experience and deep know-how of the interface between business and IT insurance, especially as regards IT support for insurance processes/products and their digitization
  • Proven track record and have had a successful career in a project management role with a conceptual focus
  • Equally comfortable working independently and in a team, have an outgoing, confident and influential personality, are extremely dedicated, and are happy to take on tasks in a variety of locations
  • Convincing and efficient communicator in German and English, including with executives at the highest levels
  • Must have or secure appropriate P&C state license(s), and maintain continuing education credits
  • Must have or secure appropriate P&C state license(s) within 45 business days of hire
4

Insurance Professional Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of insurance professional. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance professional
  • Review applications submitted by prospects and Agents/Brokers, secure required underwriting information and quote online with appropriate carrier
  • Negotiate account coverage and terms with carrier
  • Request scheduled credits/debits based on carrier guidelines
  • Quote, bind and issue policies in carrier system
  • Present quote to prospect Agent/Broker via e-mail or fax and follow up to seek bind order on account
  • Process through to Service Center correspondence requesting changes, cancellations, requests for binders and requests for certificates
  • Establish and build Agent/Broker and customer relationships via phone and/or personal sales calls
  • Research additional marketing possibilities and develop industry contacts for the purpose of soliciting new business opportunities
  • Prepare various reports and other relevant job duties as assigned by Program Leader
  • Assist the team to increase overall new business production and account retention
Qualifications for insurance professional
  • Experience working with management consulting clients a plus
  • P&C Brokers License
  • Excellent strategic thinking skills coupled with a track record of successful transformational leadership
  • Experience with selling and proven ability to grow revenue streams profitably
  • Must have or secure appropriate P&C state license(s)
  • Must have or secure appropriate P&C state license(s) and also maintain the license(s)
5

Insurance Professional Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of insurance professional. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance professional
  • Interviews, hires, trains, mentors and disciplines associates according to Human Resource policies and procedures
  • Participates in the development and revision of departmental policies and procedures
  • Partner with cross functional teams such as business operations, core product development, architecture
  • Work with clients to articulate the value proposition of IDR and Information Management Professional Services Solutions
  • Provide system architecture support for IDR Solutions in data centric delivery projects
  • Partner with Product Management to build out further capabilities to support IDR such as data platforms, process automation capabilities and standardized reporting templates
  • Partner with other product leads to build out a “round FIS Insurance” data capability
  • Drives the development of IDR data models and integration platforms for PP and PE
  • Design data migration architectures
  • Monitor & report on standards & performance targets
Qualifications for insurance professional
  • Experience with large multi-national and international clients a plus
  • Basic ability to navigate computers and applications (MS Office, Excel, Word)
  • No prospecting/cold-calling
  • Excellent training, health insurance, dental, paid vacation, 401K and much more
  • A professional work environment, comprehensive package of base plus commission
  • Property and Casualty licensing a plus, but we will assist with the licensing process for the ideal candidate

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