Insurance Product Resume Samples

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B Grant

Bennett

Grant

7766 Mallory Inlet

Detroit

+1 (555) 659 9560

7766 Mallory Inlet

Detroit

Phone

p +1 (555) 659 9560

Experience Experience

Los Angeles, CA

Insurance Product Analyst

Los Angeles, CA

Wuckert, Dicki and Kshlerin

Los Angeles, CA

Insurance Product Analyst

Collaborate with other functional areas to develop quality standards, strategy tactics and systems for monitoring performance for all insurance transactions
Providing expert input into product development activity, supporting competitor analysis and market intelligence
Measure and communicate results; use this information to make recommendations to improve initiatives
Performs complex insurance, financial, and economic research/analysis in collaboration with product management, underwriting, claims, actuarial
Create and maintain a schedule to audit all fulfillment kits annually
Commitment to a strong culture of risk management, and compliance with regulation and AMP policy
Contribute to and lead strategies including new initiatives and development of best practices

Dallas, TX

Insurance Product Manager

Dallas, TX

Homenick, Donnelly and Weimann

Dallas, TX

Insurance Product Manager

Managing the day to day running of the insurance portfolio, incorporating relationship management and monitoring/governance of our insurance partner
Developing and implementing the strategy and tactics for insurance to ensure that growth targets are met, factoring in impacts across the retail bank
Develop and maintain all internal and client facing marketing materials (including website) to drive awareness of Insurance and Protection concepts
Maintaining existing product (including perform due diligence of Insurance partners, etc.)
Support sales team in Insurance sales activities including problem solving
Product Launch (including setting up 'end-to-end' processes)
You will apply your expertise to producing and/or improving the outputof the different services

present

New York, NY

Small Group Insurance Product Specialist

New York, NY

Wehner and Sons

present

New York, NY

Small Group Insurance Product Specialist

present

Developing technical & digital educational and training programs, including webinars for Insurance and Bank Partners
Works directly with Operations, and Marketing with support from Product Line Manager, EB Supervisors and Managing Directors
Ensures timely and accurate vetting and submission of all One Digital small group leads internally and externally generated
Oversees and manages small group override and bonus programs to ensure optimal performance, including shared override bonus agreements with Digital
Taking road shows to the field to introduce and promote the One Digital program, new products, services and opportunities
Participating in regular sales and service meetings
Providing sales activity management tools based on best practices

Education Education

Bachelor’s Degree in Mathematics

Rutgers University

Bachelor’s Degree in Mathematics

Skills Skills

Proficient in analytics and is driven by digits
Ability to communicate effectively to influence people
Ability to work across boundaries
You are a proficient user of MS Office programmes
You are able to communicate easily in French, Dutch and English both orally and in writing
You are assertive and comfortable with project management
You intend to undertake continuous professional development
You are pragmatic and you can resolve problems effectively
You communicate easily and appreciate collaboration
You are definitely results-oriented

Create a Resume in Minutes

15 Insurance Product resume templates

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Insurance Product Manager Resume Examples & Samples

Oversee the development, delivery and strategic direction of Insurance products offered through Citi’s retail distribution channel
Conduct on-going due diligence on Insurance Companies whose products are offered on Citi’s platform as well as their new and existing Insurance Products and ultimately issue a recommendation for approval/disapproval as appropriate
Responsible for all Risk, Legal, Compliance, Licensing and Regulatory matters – including management of Citi’s Life Insurance Agency
Develop and maintain all internal and client facing marketing materials (including website) to drive awareness of Insurance and Protection concepts
Work with field organization (Financial Advisors, Relationship Managers and Insurance Specialists) to drive marketing initiatives, focus and awareness
Work with 3rd party product providers, Insurance Service Center and platform vendors to drive sales and pipeline
Manage team of 2 Internal Insurance Sales Specialists
Minimum 7 years experience working in the Life Insurance space
Series 7 and Life and Health Licenses required
College Degree Required, MBA Preferred
Strong Analytical Skills
Experienced Manager of people
Strategic thinker with experience in a global organization
Strong relationship management skills and contacts at providers
Ability to operate in a complex matrix environment

VP / AVP, Insurance Product Development Resume Examples & Samples

University graduate or above in Business Management and Marketing
Professional qualificaiton in insurance i.e. FLMI, Actuary
At least 10 years of product development experience in insurance / banking industry

Insurance Product Analyst Resume Examples & Samples

3-5 years’ experience in Insurance sales or sales desk support
Strong understanding of insurance marketplace/ products & solutions required
Series 7 and Life & Health required with 180 days of beginning role
College Degree required
Ability to multitask and perform well under pressure
Excellent analytical and follow up skills
CFP® or ChFC® designation or candidacy a plus

Gf Insurance Product Senior Risk Manager Resume Examples & Samples

Establish an insurance risk coverage plan in conjunction with the Global Insurance Risk Head (within IPR). Be responsible for the regional implementation, requiring coordination with the regional product managers and control functions, defining expectations, goals and processes
Protect the firm's clients and franchise by partnering effectively within Global Risk Management, Compliance, Legal, Tax, etc. when resolving risk issues
Engage with regional product managers of the insurance businesses and regional control functions in evaluating product offerings and overseeing business activities and product performance
Along with the Global Insurance Risk Head (within IPR), create framework for rating of insurance products and provide inputs to more complex rating decisions as part of the IPR Product Rating Team globally
Lead the integration of insurance product approvals with IPR's product approval committees
Be a voting member on key product and governance committees including the Distribution Product Approval Committee and Regional Business Insurance Committee and demonstrate both a credible challenge to, and strong influence on covered businesses
Engage in the development, review and monitoring of risk metrics for insurance products and services across all retail channels. Develop/enhance regional business and product reporting in line with global standards
Evaluate the applicability of Citi's existing policies regarding suitability of insurance products sold to retail clients engaging key regional stakeholders. These include processes and disciplines owned by IPR which address product approval, product ratings, client assessment, suitability framework and monitoring. Work with the Global Insurance Risk Head (within IPR) and appropriate risk managers and control functions to develop/enhance policies and standards where required
Analyze regional industry trends to identify existing or emerging risks. With oversight from the Global Insurance Risk Head (within IPR), construct a view, analytics and potential solutions for management
Create a framework to monitor and evaluate ongoing financial and regulatory strength of regional insurance carriers whose products are being offered. Monitor exposures and suggest risk mitigations
10+ years of experience preferably in life insurance product development/risk management
Degree in Actuarial Science or advanced degree in Business, Finance, Law or Economics is desirable
Extensive exposure to wealth management products and expertise in specialized areas of insurance such as credit/creditor insurance
Strong communication skills - oral and written presentation; proficiency in Microsoft Office tools (Word, PowerPoint, Excel)
Strong work ethics; takes pride of ownership in all deliverables and the activities of his/her team
Intellectually curious; requires use of conceptual and innovative thinking; ability to see the "big picture" without losing attention to detail
Flexibility in though and approach; able to introduce creative solutions and enact reasonable judgment to complex issues that have no "right" answer
Attuned to macroeconomic, industry and regulatory events/trends
Quantitative and analytical capabilities; modelling capabilities
Ability to connect with people across geographies and functions and create and maintain strong relationships

Assistant Insurance Product Manager Resume Examples & Samples

Defining product vision and strategy to meet market and customer requirements leveraging the strengths of our partners products when applied to the Citi client base
Working closely with our insurance partners and internal stakeholders to build/buy/partner to achieve the product vision
Resolving competing priorities and drives acceptance and adoption of products
Assuring product aligns with the company strategy and goals
Defining the value proposition and positioning platform for the product line
Driving the execution of all product lifecycle processes for the product line including product research, competitive analysis, planning, positioning, roadmap development, requirements development, product launch and end of life; and
Development of product budgets and reporting
Tertiary qualified in a business or finance related discipline
A minimum of two years experience with Financial Services product management
A background in insurance and advice, holding RG146 qualifications (at a minimum)
Focused and dedicated to meeting the expectations and requirements of both internal and external stakeholders
Goal-oriented and provides sound business recommends based upon a mixture of analysis and stakeholder engagement
Comfortable with all levels of management and able to communicate (both orally and written) results and business ideas to the management team and our partner organisations
Analytical problem solver; able to understand interdependencies of business functions and impacts of decisions; and set priorities based on what is important
Development and management of product profitability and reporting tools

Regional Insurance & Product Risk Manager Resume Examples & Samples

Ensuring that the activities of the Insurance business are properly reflected in the overall risk appetite
Working with Customer Value Management team to achieve sustainable customer and product profitability and ensuring appropriate risk management structure, policies, processes and strategies are in place to enable and protect the business
Oversee the management and approval of Insurance Risk strategies, ensuring appropriate strategies are developed
Provide independent oversight to the insurance risk processes including capabilities, risk identification, assessment, control activities and reporting
Monitor key insurance risks through key risk metrics and oversight programs linked to risk appetite and tolerance levels
Oversee the reinsurance strategy for the management of insurance risk

Insurance Product Analyst Resume Examples & Samples

PDS and Policy document verification and maintenance
Contributions to the delivery of key Corporate Insurance projects and maintenance & enhancement activity
Address ongoing administration, sales and claim queries as required
Maintaining a relationship with the Business Marketing representative to ensure all product collateral is designed and printed within deadlines and within cost targets
Creating 'self-service' tools (eg. FAQ documents)
Coordinating product training (including accreditation) for a variety of stakeholders
Providing expert input into product development activity, supporting competitor analysis and market intelligence
Commitment to a strong culture of risk management, and compliance with regulation and AMP policy
At least 3 years' experience working in a similar role
Experience working in a regulatory environment
High level of accountability, ownership and proactive approach
Listening and influencing skills
Tertiary qualification in numeric discipline
Post graduate qualification highly desirable

Insurance Product Manager Resume Examples & Samples

Define product vision, suitability and strategy to meet markets, customers and segment requirements leveraging the strengths of our partners products when applied to the Citi client base
Work closely with our insurance partners and internal stakeholders to build/buy/partner to achieve the product vision
Work with the Head of insurance to identify and develop new business opportunities to continually grow the non-life Insurance business of Citi Australia
Resolve competing priorities and drives acceptance and adoption of products
Assure product aligns with the company strategy and goals
Define the value proposition, messaging and positioning platform for the product line
Champion and lead developing and delivering complete product launches for all new and existing non-life products, working with marketing to align all elements prior to go live
Work with insurance partners to develop and drive innovative retention and upsell activities to retain customers
Track and monitor key financial drivers – sales, revenue and margins ensuring product offerings are in line with business metrics
Lead and drive collaboration/opportunities with other business units to ensure common approaches and synergies around the value proposition of adjacent products
Maintain awareness and understanding of operational needs required to support assigned products
Lead and drive requirements for the insurance technology infrastructure to ensure the systems are in place to house insurance policies and to facilitate new external products and suppliers
Manage the execution of all product lifecycle processes for the product line including product research, competitive analysis, planning, positioning, roadmap development, requirements development, product launch and end of life
Specify business requirements for products by conducting partner reviews, visits to customers and prospects
Responsible for ensuring customer satisfaction with the end product
Works with sales staff to develop a variety of tools to assist with identifying gaps in the market and the opportunities
Commercial oversight of product results and the ability to disseminate findings to the region
Manage any activities pertaining to policy, regulatory changes, client communication that impact the insurance business
Demonstrate capacity to develop, negotiate and deliver improved insurance products and service strategies to support the delivery of business objectives
Degree in business or finance related subject is desirable
A minimum of five years' experience with Financial Services product management
A background in insurance product management and sales , holding RG146 qualifications (at a minimum)
Client centric; ensuring the products are both relevant and timely for clients, and able to resolve customer complaints quickly and efficiently
Customer focused and dedicated to meeting the expectations and requirements of both internal and external customers while balancing the priorities of the company and the product
Goal oriented and makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment
Comfortable with all levels of management and able to communicate (both orally and written) a vision and present effectively to customers, the market, and executives
Strong leadership presence; provides thought leadership for the company and the product line

Insurance Product Manager Resume Examples & Samples

Minimum Degree Graduate
Minimum 6 years banking experience
Experience in Product Management
Excellent communication and presentation skill
Creative
Proactive

Insurance Product Manager & Analyst Resume Examples & Samples

Responsible for analysis of product trends and periodic reporting requirements. Also responsible for product development, sales support, and ongoing product management of specialized product lines for SunTrust Private Wealth Management, including creating strategic partnerships with appropriate financial firms
Performs due diligence, negotiates product costs, and maintains relationships with key account managers within these firms
Performs periodic evaluation of products and services offered by partner firms to determine continued suitability
Supports advisor sales efforts by attending client meetings as a subject matter expert, providing marketing ideas, and sharing industry news and product changes
Works closely with various STIS home office Groups on procedures, supervisory responsibilities, and suitability education
Will primarily support insurance and other risk management solutions

Insurance Product Manager Resume Examples & Samples

Candidate must possess a university degree from a recognized university
Broad network in both of insurer product development and bank bancassurance industry
Sound knowledge of insurance, investment or other financial products
At least of 4 years experience in financial industry in similar function or related functions
Actuary and bancassurance background is preferred
Candidates with actuarial degree and CFA or CFP charter holders would be favorably considered

Insurance Product Specialist Resume Examples & Samples

Provide reactive strategy and product-related phone support. Serve as a primary point of contact for financial advisors contacting Raymond James Insurance Group (RJIG) for life insurance products and strategy related support
Provide balanced education on life insurance and estate planning strategies and products in a manner designed to drive sales but also consistent with the conservative nature of the firm
Assist advisors in educating clients on the benefits and risks associated with life insurance and the various planning strategies
Provide general education, product specific education and support on client cases
Meet specific objectives related to proactively contacting financial advisors to discuss the products and services available on the RJIG platform. Proactive efforts will also include, among other items, following up with advisors that have been visited by the Product Managers, have attended a Raymond James Insurance Group event, are new to Raymond James, etc
Encourage financial advisors to attend RJIG sponsored conferences and assist them in their efforts to integrate annuity products into their practice
Assist financial advisors with the process of deciding which strategies and products are appropriate for a particular client
Creates proposals and illustrations for prospects and clients to generate leads
Initiate sales campaigns, identify advisors to include in the campaign and ultimately contact advisors and create success from the campaigns
Maintain market and product knowledge of strategies available on the RJIG platform (i.e.: Fixed, Indexed and Variable life insurance & Hybrid Long-Term Care products) by working closely with Sr. Product Specialists and the Product Managers
Regularly use Advisor Relationship Management (ARM) infrastructure for documenting advisor conversations
Contribute to department wide initiatives that require team input (sales and marketing strategies, marketing campaigns, creation of marketing collateral, evaluation of effectiveness of existing resources, etc.)
Perform other duties and responsibilities as assigned
Principles of finance, banking and securities industry operations
Existing (or an ability to quickly acquire) the knowledge required to appropriately educate on life insurance and LTC strategies, including but not limited to fixed, indexed and variable universal life and hybrid long-term care products and the various strategies utilizing life insurance
Identifying the needs of customers through effective questioning and listening techniques
Preparing and delivering clear, convincing and professional sales presentations
Analyzing business processes and identifying process improvement opportunities
Represent the company in a highly professional manner
Organize, prioritize, and manage tasks and projects to complete work efficiently
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels
Develop and maintain effective working relationships with team members, product managers, internal partners, and external parties
Absorb and effectively communicate knowledge on complex strategies & product offerings
Establish clear directions and priorities and address concerns or challenging questions when they arise
Effectively market Annuity products and show resilience through the sales process
Bachelor's Degree in business, finance or a related discipline and existing (or an ability to quickly acquire) the product and strategy knowledge required to appropriately educate on the strategies and products offered on the RJIG platform or one to three years experience

Insurance Product Specialist Resume Examples & Samples

This role will spend the majority of their time holding appointments with clients over the phone. The specialist will have appointments scheduled for them by the AAC’s regional teams and is responsible for increasing the AAC’s overall insurance sales results. The insurance specialist will contact clients and teams within assigned regional territory to drive sales by proactively identifying long term care, life, and disability insurance opportunities through the financial planning process
Responsible for training and providing sales coaching to advisors
Develop rapport and drive a needs based discussion to engage clients in an effort to understand their insurance needs. Solutions include the education of features and benefits of the product/strategy; ensuring that recommendations are based on the best interest of the client resulting in the sale and/or service as agreed to by the client
Use software, including proprietary programs, to research advisor business, log activity, run hypothetical scenarios, and submit and track business. Prepare and process paperwork from product sales
Research and knowledge of competitive products and industry trends that may impact company or product positioning
Develop and maintain relationships with internal and external business partners. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date
Bachelor’s Degree or equivalent experience
3 to 5 years relevant experience required
Proven ability to generate results with clients
Past direct selling of financial products and services
Proven ability to establish rapport and credibility quickly with clients, advisors, sales leaders and other business partners
Effective presentation skills utilizing virtual sales tools such as WebEx, webinars or teleconferencing
Must be able to become licensed in all 50 states
Life and Health Insurance
Current FINRA Series 6, State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
Experience with Salesforce.com
CFP, CRPC, or CLU designation
Training/wholesaling/coaching experience
Comprehensive financial planning experience

Senior Annuity / Insurance Product Manager Resume Examples & Samples

Facilitate the development of and maintenance of a DOL compliant annuity product Platform
Evaluate an annuity advisory program, including platform changes and enhancements
Manage all marketing materials, compliance reviews and approvals
Conduct fund evaluations and annual reviews
Establish processes and procedures around wholesaler rules of the road especially as it relates to model changes within the DOL
Coordinate functional team to implement products with emphasis on training
Present new concepts on national calls and road shows
Manage product changes and enhancements
Manage relationships, including marketing programs, with annuity carrier partners
Serve as subject matter expert for investment specialists, planners and internal smart desk
Assist Senior product manager in continued development of product strategy and various other task
Bachelor's degree with 5+ years of annuity product management and/or annuity key account management experience. Strong variable annuity experience is a must
Advisory and mutual fund background a plus
Related experience in relationship management, sales, operations or customer service is a plus
Strong project management, communications, and leadership skills
Ability to transition from conceptual to practical application
Strong relationship development and negotiating skills
Proven record in problem solving and business innovation
Ability to thrive in fast paced environments
Proven ability to identify new opportunities for growth
Demonstrates strong verbal, written and interpersonal skills
Life & Health Licenses
Series 7 and 6 required
Series 24 preferred

Cfsi-gcg Insurance Product & Distribution Head Resume Examples & Samples

University degree or above, MBA/Master a plus
Minimum 10 years in financial/insurance industry, wealth management a plus
Must be detail-oriented, proactive, and in good team work spirit
Sales driven and able to motivate and coach effectively
Possess excellent service and working attitude, ability to work under pressure and multi-tasks
High Integrity and outstanding leadership and management skills

Insurance Product Placement Resume Examples & Samples

Responsible for supporting product management/development of credit risk insurance product and assisting in the origination of new transactions and portfolio management on behalf of SMBC Americas Division. GTFD Insurance Placement is responsible for credit risk insurance placement on behalf of all the marketing units within the SMBC Americas Division
Structure transactions with insurance for risk mitigation purposes and negotiate insurance policy/premium with broker/underwriter
Support the execution process for new transactions through oversight of deal teams, collaboration across internal product/Relationship Management teams and coordination with external counterparts. -
Knowledge of corporate finance and the function of commercial banks, particularly as such functions pertain to the mobilization of capital to support investments, the funding of transaction flows, profitability of loans and credit risk and mitigation
Knowledge of international and domestic commercial lending and the structuring of complex, short/medium/long-term credits
Knowledge of various rules and procedures for credit risk insurance product to be arranged and execute the transactions
The position requires 2-5 years of professional work experience, which should include experience structuring fixed income products, experience reviewing and negotiating legal documents, experience in Latin America, experience pricing fixed income products and its derivatives
The individual should be comfortable making presentations to senior officials in the bank and to top management of clients. The individual should be comfortable discussing economic and financial topics and should be knowledgeable of current topics that affect the economy and the outlook for each industry in which clients are in
Master’s Degree preferred
Origination: Ability to network internally to support the origination of a transaction by leveraging the private insurance cover. Agencies, attorneys and other lenders to identify new business opportunities, to develop such opportunities into tangible sources of revenue through the promotion of various product types
Loan Structuring and Execution: ability to negotiate and structure complex structures using insurance products. Ability to manage internal compliance, legal, tax requirements
Communication: Ability to communicate effectively through both verbal and written means, particularly as it pertains to working with a wide array of stakeholders including internal marketing/legal/tax/planning/syndications department, insurance brokers, insurance companies/underwriters, external legal counsel, and external tax counsel
Candidates should have good attention to detail, ability to multi-task, and be a self-starter
Flexible, adaptable to different environments and cultures
The individual should have strong quantitative skills. Attention to detail is paramount for the position. The individual and should be proficient creating models in Excel, and using Bloomberg
Knowledge of regulations, tax, compliance, legal aspects on private insurance market
Understanding of Trade Finance in Latin America is a plus

Insurance Product Manager Resume Examples & Samples

Product Development (including review and initiate product features)
Product Launch (including setting up 'end-to-end' processes)
Product approvals and filing to regulators
Maintain knowledge of Insurance product competitive dynamics in the market
Maintaining existing product (including perform due diligence of Insurance partners, etc.)
Set up strategy and initiatives to increase sales
Ensure all related policies (internally and regulatory) are implemented
Support sales team in Insurance sales activities including problem solving
Collaborate with the field sales teams to review processes and continue finding ways to enhance competitiveness
5 - 7 years of business experience with a demonstrated track record of business decision making and leadership
Strong problem-solving, quantitative and analytical skills
Strong business relationship skill including collaboration, influencing, building strategic partnership and contract negotiations
Leadership, communication and project management skills
Demonstrated creativity and innovation

Insurance Product Manager Resume Examples & Samples

Supporting the definition and ensuring implementation of the long term CVP, meeting both the customer and bank needs
Developing and implementing the strategy and tactics for insurance to ensure that growth targets are met, factoring in impacts across the retail bank
Managing the day to day running of the insurance portfolio, incorporating relationship management and monitoring/governance of our insurance partner
Liaising with and presenting to senior and executive management on the short and long term recommendations being made to enhance the insurance proposition and grow the insurance business to ensure its success
Ensuring customer satisfaction is maintained within the portfolio
Good understanding of mortgage products and how to optimise insurance triggers
Experience in managing product profitability whilst delivering on customer needs
Strong demonstrable experience in all facets of managing and negotiating with very senior stakeholders (c-level included)
Fluency in all Microsoft Offices – particularly advanced Excel skills

Small Group Insurance Product Specialist Resume Examples & Samples

Oversee, manage and ensure in a seamless manner the transition of Phase 1 and Phase 2 Huntington Insurance clients to One Digital that maximizes customer retention and minimizes friction/problems with key stakeholders (customers; bank partners; Digital; among others)
Liaise with One Digital's Sales Desk Team, Market Solutions Team, Small Business Select Team and Enterprise Team and Huntington Insurance/Bank partners across the footprint to ensure ongoing service expectations are met and revenue, retention and OCR goals are achieved
Oversees and manages small group override and bonus programs to ensure optimal performance, including shared override bonus agreements with Digital
Participates in performance management and the overall small group production and retention goals established for the One Digital program
Contribute to the development and execute the roll out of the One Digital program to Huntington bank and insurance colleagues
Works with Sr. Managing Director of Sales, Managing Directors, Product Manager, EB Sales Consultants and Bank Partners to promote the value, benefits, features and brand attributes of One Digital to bank and insurance partners throughout the footprint as well as to the marketplace and community to help support the organizations' reputation, mission and all sales and retention efforts to include
Devising, promoting and executing sales practices (including materials) with partners and prospects; referral processes; incentives; metrics to monitor success and identify improvement opportunities; as well as leveraging best practices learned from One Digital, peer/non-competitive agencies, and the over 25 Huntington Insurance team
Providing sales activity management tools based on best practices
Participating in regular sales and service meetings
Developing technical & digital educational and training programs, including webinars for Insurance and Bank Partners
Taking road shows to the field to introduce and promote the One Digital program, new products, services and opportunities
Ensures timely and accurate vetting and submission of all One Digital small group leads internally and externally generated
Manages the relationship between One Digital and colleagues and coordinates the exchange of information and communicates the importance of accountability to internal and external business partners
Maintains and reports on timely and accurate recordings of sales activities and clients interactions in the One Digital CRM system and Sagitta as appropriate on a regular and consistent basis, no less than quarterly
Facilitates the initial and ongoing One Digital education and training effort for new and existing bank and insurance colleagues to achieve measurable results
Works directly with Operations, and Marketing with support from Product Line Manager, EB Supervisors and Managing Directors
Oversees and manages the performance of established Service Level Agreements per the One Digital Agreement and troubleshoots resolution of issues
Provides support to the Product Line Manager by developing the product line in all efforts to increase small group sales through the One Digital channel as well as
Works with the Product Line Manager to develop the overall strategy for small group line of business to include adaptations to meet regional differences
Bachelor's Degree or equivalent experience of having at least 7 or more years of sales, sales marketing, or related employee benefits industry experience
5 years or more of sales, sales management, marketing, or related employee benefits industry experience required
Health, Accident & Life Insurance licensed, or become licensed within first 6-months of hire

Ipb-wm Insurance Product Manager Resume Examples & Samples

In addition to a graduate degree, you should have at least 4-6 years of experience insurance product management
Meticulous with strong analytical skills, you should possess good communication skills
Possess relevant experience in regulatory requirements, system functions and process flows
Strong project management skills to engage with various stakeholders in ensuring seamless delivery of digitization and system enhancement initiatives
You must be a strong team player with initiative and drive. Your ability to work in a fast-paced and dynamic environment will be greatly valued

Insurance Product Analyst Resume Examples & Samples

Develop and Maintain Product Specs
Develop and maintain Set up documentation and complete all updates
Complete and Maintain Artemis Setup of product (carrier, concept, version, rate sets, etc.)
Review fulfillment and recommend when new PVEs need to be built versus using existing versions
Complete M1 Set up of the products and offers
Maintain and update BCI Access Table (Customer Service number by PVE and Client ID)
Product System Maintenance of all products
Complete all Policy ID requests from bank and CU ops managers
Complete Coverage Amount Requests
Update product information in Product Library and on SalesForce.com
Create and maintain a schedule to audit all fulfillment kits annually
Assist as needed in carrier audit processes including creation and proofing of required documentation
Build, Attach, and Audit message codes as needed
Maintain Insurance Product Set Up manual. Recommend changes to process when needed
Maintain Insurance Product Request screens in Salesforce.com
Other duties as assigned by supervisor
Three years of relevant work experience
Strong computer skills, including experience with Excel, Word, Outlook

Insurance Product Manager Resume Examples & Samples

Work with vendors to discuss insurance product opportunity and research the industry to find new product offerings that would be beneficial to clients. Involved from start to finish in the early stage discussion of new products to the launch and support of the product
Work directly with Financial Consultants to review case analysis and discuss appropriate insurance product options for clients. Train and educate Financial Consultants on the various product offerings available to promote and actively drive sales across the firm
Perform due diligence on product lines, create sales reports and sales flow analysis to track success of various insurance products and business lines. Perform due diligence on product lines, create sales reports and sales flow analysis to track success of various insurance products and business lines

Gcg-insurance Product Manager Resume Examples & Samples

Responsible for looking after the product suite which and enhancing the products and process
Enhancing existing products
Removing redundant products
Launching new/enhanced products
Ensure the necessary infrastructure/processes/systems are mapped out and agreed upon internally and externally
Manage working relationships with life insurance business partners
Liaising for new/enhanced products
Working out the day-to-day operations
Creating and analyzing management reports
Responsible for all Bancassurance management reports to be created
Support department request for ad hoc reports
Any other ad hoc requests from Management
At least 2 years experience in the insurance industry, preferably with experience in retail banking environment or bancassurance
Ability to work well with key stakeholders, i.e. sales channels operations, marketing, etc
Analytical, strong appreciation of processes, and detail oriented

Insurance Product Manager Resume Examples & Samples

You will be responsible for the performanceand development of the product portfoliofor BNP Paribas Cardif Belgium
Together with other departments, you will set up the projectsneeded to suit the offer to the market and enhance service provisionas regards internal and external brokers and partners
You will hold interviewswith insurance partners, and carry out surveysand competitive benchmarkson existing products and the perception of their commercial value
You will develop a roadmapwith the different services to illustrate product evolution and prepare a projectaccordingly and you will handle commercial analysisand monitoringwith the EPP service
You will analyse the commercial penetrationof the various products and seek product evolutionsto consolidate BNP Paribas Cardif's market position
You will examine customer portfoliosand decide on segmentation criteria to help find suitable prospects
You will look among the partners and brokers for opportunitiesto enhance key productsand reinforce BNP Paribas Cardif's market footprint
You will reporton the performance of the various products
You will apply your expertise to producing and/or improving the outputof the different services
You will ensure respect for agreementswith the various internal teams and external partners
You will comply with the different procedures for internal control, privacyand conformity
You hold a Bachelor/Master ( Economics, Marketing, Business Management)
You are able to communicate easily in French, Dutch and English both orally and in writing
You are assertive and comfortable with project management
You are pragmatic and you can resolve problems effectively
You are self-motivating and know how to take initiatives
You communicate easily and appreciate collaboration
You are definitely results-oriented
Your commercial skills allow you to satisfy customers by offering optimum solutions for all stakeholders
You demonstrate flexibility and strength under stress
You are a proficient user of MS Office programmes
You intend to undertake continuous professional development

Insurance Product Administration Analyst Int Resume Examples & Samples

Review insurance product installations file for accuracy and clarify/resolve any issues with internal/external departments. Includes understanding the complex language in the insurance certificates/policies to properly set up forms and benefits in the Branch Network
Accountable for the execution of established projects and to ensure delivery of project scope on time while meeting or exceeding quality standards and customer expectations. Includes, but not limited to
Review forms developed for installation to ensure accuracy and provide approval as OneMain Solutions representative. This includes word for word proofing and reviewing all tagged variables in forms for proper set up in all impacted systems
Review/route for review Quality Assurance (QA) testing and provide approval as OneMain Solutions representative
*This role has the ability to sit in either Evansville, IN or Fort Worth, TX ***
2 to 5 years in Insurance related field
Project Management background
Strong PC skills including Microsoft Office Excel, Word and Power Point
Requires a high level of responsibility in managing programs and business relationships
Ability to show judgement and initiative to accomplish job duties
Ability to prioritize and organize effectively

Insurance Product Manager Resume Examples & Samples

· Candidate must possess a university degree from a recognized university
Good sense of numbers; detailed and discipline oriented
Candidate must possess good communication skills, excellent analytical skills, positive attitude and is highly self-driven
Sound knowledge of insurance, investment or other financial products with broad network in insurance/ Bancassurance industry
At least 6-8 years’ experience in banking/ insurance/ financial industry in similar function functions. Planning/ strategy/ business development background is preferred

Cfsi-gcg-cards Insurance Product Manager Resume Examples & Samples

Responsible for looking after the product suite and enhancing the products and end-to-end processes for the DMTM channel
Management of existing insurance products sold thru the channel
Launching new/enhanced insurance products in coordination with the Insurance partner/s
Product approvals
Manage working relationships with insurance business partners
Manage the day-to-day operations and compliance requirements for both in-house and third party service providers
Responsible creation/maintenance and analyzing all Bancassurance management reports
Complaints and Claims coordination with Insurance Partners and Internal and External stakeholders
Bachelor’s Degree holder with at least 3-5 years working experience in the insurance industry, preferably with experience in retail banking environment or bancassurance and third party telemarketing channel management
Experience in product management for life or non-life insurance
Excellent product knowledge for a wide range of life or non-life insurance products
Excellent working knowledge in MS-Office, especially MS-Excel
Ability to work well with key stakeholders, ie sales channels operations, marketing, etc
Analytical, detail-oriented with strong appreciation of processes and challenging status quo
Thrive in a fast-paced environment

Life & Disability Insurance Product Specialist Resume Examples & Samples

Juris Doctor and 5 or more years of experience in the Claims or Litigation area
AIC, SCLA and/o CPCU designation
Ability to multi-task, collaborate, and adapt to a changing environment
Organization and time management skills

Product Analyst, Insurance Product Management Resume Examples & Samples

Completion of thorough product, financial, and operational analyses on all key metrics and the interpretation of the information to identify gaps
Preparing reports on findings and recommendations for Club Insurance Executives and Product Management
Responsible for the planning, delivery, and implementation of product development and systems projects along with other functional business units. This will require leadership, direction, and integration of multiple project activities across functional groups/divisions, influencing people and results within and outside of the organization
Four-year college degree in marketing, business, management, finance, mathematics or equivalent combination of education and work experience required
Minimum of one to two years of cumulative prior experience in one or more key insurance operations, such as Actuarial, Claims, Insurance Sales, Insurance Service or Underwriting is preferred
Candidates must have demonstrated ability to compile, analyze and interpret statistical data along with the ability to communicate clearly and effectively – both verbally and in writing
Strong organizational, planning and problem resolution skills required
Proven ability to think strategically
Ability to design and create the tools needed for analysis and implementation are expected of this position
Experience with Excel, Access, and SQL preferred

Insurance Product Manager Resume Examples & Samples

At least 3 years experience in the insurance industry, preferably with experience in retail banking environment or bancassurance services
Experience in product management for life insurance
Experience in working with insurance companies
Excellent product knowledge of a wide range of life insurance products
Ability to work effectively in a cohesive, team environment as well as independently
Excellent verbal and written communication skills including the ability to facilitate cross-department discussions

Insurance Product Management Director Resume Examples & Samples

.Requires a BA/BS degree; 5-8 years of product management experience; or any combination of education and experience, which would provide an equivalent background
Demonstrated results in three or more of the following areas required: Product Development, Market Strategy, Project Management or Risk Management
MBA preferred

Insurance Product Analyst Resume Examples & Samples

Support innovative solutions and systems for Encompass’s strategic use of comparative raters to accomplish business objectives
Participate on teams, gather relevant facts and organize work effort in support of strategies to ensure the integration and execution of comparative rater strategy
Understand and contribute to the achievement of short and long-term strategies to achieve market share growth and profitability targets on a countrywide basis leveraging quantitative and qualitative data
Contribute to and lead strategies including new initiatives and development of best practices
Perform analysis using available industry data to inform underwriting, deployment, pricing, and marketing strategies
Conduct analysis and create communications to ensure appropriate development, and execution of strategy
Support coordinated efforts across the organization to facilitate the implementation of initiatives
Measure and communicate results; use this information to make recommendations to improve initiatives
Create documents, procedures and communications to facilitate internal education of comparative raters to support execution of comparative rater strategy
In-depth knowledge of insurance industry and trends
Understands the business of Insurance in order to improve outreach to other Allstate brands
Coach and mentor associates to ensure appropriate skill and personal development
3-5 years of related experience; college degree preferred
Insurance and/or pricing knowledge and experience in P&C industry
Experience with SQL
Strong proficiency in Microsoft Office suite
High-level organizational and project management skills in order to handle multiple concurrent assignments in a timely manner and to monitor processes throughout a team or department
Strong decision-making and problem-solving skills
Strong attention to detail; can analyze data and review analysis from others and identify and resolve data issues of basic to moderate complexity
Comparative rating experience a plus

Credit Insurance Product Manager Resume Examples & Samples

Posses atleast 5 years working experience in financial services, preferably in banking environment or insurance company with exposure in general or life insurance
Strong interpersonal skills (extrovert nature is preferred)
Good strategic and analytical skills
Leadership qualities with appropriate project management skills

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