Insurance Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the insurance job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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B Roob

Blake

Roob

974 Avery Crescent

New York

+1 (555) 277 1739

974 Avery Crescent

New York

Phone

p +1 (555) 277 1739

Experience Experience

Boston, MA

Insurance

Boston, MA

Zieme, Carter and Wolf

Boston, MA

Insurance

Establishes and communicates performance standards and objectives, conducts performance appraisals
Maintains professional and technical knowledge by attending educational workshops; establishing personal networks; benchmarking state-of-the-art practices
Monitors workplace and work practices to ensure safe office conditions, and makes recommendations and/or changes as necessary
Answer provider calls by assisting them with questions regarding payment methodology, adjustments, claim adjudication, and other billing problems
Identify performance improvement opportunities
Works closely with managers and HR partner to analyze, diagnose and solve any personnel issues
Assisting providers with investigation of problematic claims, enrollment or other issues

Dallas, TX

Insurance Risk Manager

Dallas, TX

Zieme Inc

Dallas, TX

Insurance Risk Manager

Analyze and forecast market trends, providing budgetary assistance to senior management and associated Holdings entities
Ensure the organization’s insurance risk management policies and strategies are in alignment with the strategic goals of the organization
Participate in application development and policy form review during product design and filing process on assigned product lines
Support acquisition underwriting of property taxes by working with and managing outside vendors
In communications with the Sales Organization look for opportunities to convey the theories of risk management and sound field underwriting practices
Lead the negotiation with brokers, insurers, UBS risk management and other third parties with respect to the placement of the various GRE – US insurance programs, including
Work in conjunction with internal departments to define the implementation of insurance risk solutions for cyber security planning for the organization and business continuity planning (BCP for the Finance unit

present

Phoenix, AZ

Health & Insurance File Interface Manager

Phoenix, AZ

Jacobi-Hills

present

Phoenix, AZ

Health & Insurance File Interface Manager

present

Working knowledge of SQL a plus
Implement process and service delivery improvements across all functional areas
Collaborative partner that is engaged by fostering strong working relationships
/Coach and mentor aligned analysts and provide oversight related to the delivery of all ongoing file interfaces/
MS Office-working knowledge of Excel, Word, PowerPoint and Access
Coach and mentor aligned analysts and provide oversight related to the delivery of all ongoing file interfaces
/Review, approve and ensure the currency of related file specifications documents, operational process flows, quality assurance control plans, administrative summaries, and standard operating procedures/

Education Education

Bachelor’s Degree in Professionalism

The University of Kansas

Bachelor’s Degree in Professionalism

Skills Skills

Understands fundamental concepts, practices and procedures of legal field
Prior office or clerical experience
Ability to follow written policies and procedures
Ability to access and retrieve information using a PC and basic understanding of Microsoft Office products
Ability to follow procedural guidelines.'
Ability to work on assignments with limited instructions from leadership
Good written and verbal communication skills, including professional telephone skills
Experience of working within Investment Banking, Transaction Services or boutique advisory firm with a focus on Financial Institutions and specifically Insurance
Fluency in French and/or Spanish
Detail orientated and accurate

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Cio-corporate Insurance Resume Examples & Samples

Bachelors in a business related discipline; e.g., accounting, finance, management
5 years of relevant work experience preferably within a bank and/or financial institution
Strong MS Excel and MS PowerPoint (including PitchPro) skills required
MS Access skills preferred but not required

Cib Investor Services Senior Salesperson Insurance Resume Examples & Samples

Sales and Client Management
Financial Performance
Risk Management and Compliance
Proactively managing the client relationship(s) through a consultative sales approach
Managing the account planning process; maintaining annuity revenues by ensuring client satisfaction across all product groups
Identifying, pricing and winning new business based on knowledge of the client’s current and future requirements
Managing the client's and JPM’s risk through in-depth calling and understanding of opportunities
Developing and maintaining industry and market expertise to maximize the client's business strategy
Acting as client advocate as the liaison between other JPMorgan lines of business including Investor Services (product management, client service, operations, tax, legal), Investment Bank, Asset Management and Treasury Services
Generating cross-sell opportunities by maintaining strong working relationships with other JPMorgan lines of business
Supporting industry initiatives
Possesses 10 or more years of asset management, investment operations, product management or global custody industry experience; preferably in client, product management
Possess strong understanding and knowledge of alternative products, specifically Hedge Funds, Prime Brokerage, Private Equity Funds, Real Estate & Property Funds
Proficiency in building and maintaining positive client relationships
Demonstrates capability to identify and close sales opportunities through active client calling and partnership with Product teams, must have an ability to excel independently
Possesses strong strategic, creative and problem solving skills
Strong communicator - written and verbal
Demonstrates excellent time management, organizational, team building and planning skills
Possesses strong quantitative and analytical skills with an understanding of key financial indicators
Possesses market knowledge of JPMorgan Investor Services product offering
Proficient understanding of ERISA requirements and Dodd-Frank impact to the IAS client segment
A candidate that has achieved an MBA or CFA is preferred, or appropriate management expertise as a substitute

Marketing Manager, Wealth Insurance Resume Examples & Samples

Represent the marketing department on cross-functional Wealth teams to gather objectives, address issues and be a valuable contributor to campaign development
Provide clear direction (using Creative Briefs) and evaluation on creative treatment, content and targeted messaging to ensure communications are relevant, client and advisor centric and consistent across all channels
Manage development of client-facing and distribution channel product marketing support, leveraging internal resources/departments and external vendors as required
Effectively project-manage Wealth Insurance marketing campaigns to ensure they are on budget, on time and manage the number of revisions required to deliver final copy/creative
Demonstrated success through the concept, development, implementation and marketing introduction of new and enhanced Wealth Insurance products
Ability to gather intelligence data of competitive products, strategies, and promotion activities of key competitors
Manage the production marketing and sales support strategies and tactics as it relates to key priorities to enhance advisor capability and drive sales results
Facilitate the appropriate approvals from key stakeholders (product, legal & compliance), ensure all marketing campaigns are brand compliant and the final creative is aligned to strategic and business objectives
Ensure appropriate engagement of business partners including contact centre and field sales in a timely manner
Adhere to departmental objectives, policies, processes and standards
Build positive, collaborative working relationships with internal and external partners throughout the marketing process
Positively contribute to the marketing team culture and the overall effectiveness of the department
Classically trained marketer with 5-7 years business experience and at least 3 years of Marketing-specific experience
Understanding of wealth management and investment solutions
Solid time-management, project management
Strong Business acumen combined with excellent communication skills – both written and verbal
Strong understanding of creative process is mandatory
Impact and influence through partnering and collaboration
Identifies and respects diverse frames of reference
Great communication/relationship management/stakeholder skills
Future-oriented conceptual thinking skills
Strong time management and project/work planning skills
LI-HJ1

Inside Wholesaler, RBC Insurance Resume Examples & Samples

Initiate and respond to calls to/from identified MGA and producer partners and provide marketing and service support as required for life, LB and wealth
Support Sales Consultant in the identification and prioritization of key opportunities within producer group
Actively involved in Sales Consultant ’s planning process and assists with establishing appointments
Support the development of presentations, to be used by the Sales Consultant, presenting sales ideas and providing market and product updates
Provide product knowledge and system training (BIC, Illustrations, Advisortrax, etc) to key distribution partners as needed
Assists in new Producer/MGA set-up including proactive calling and follow-up material
Achieve 7 proactive contacts per day (35 per week)
Good product knowledge on all lines of business (Life, Living Benefits, Wealth)
Understanding of competitive landscape and marketplace
Excellent organizational and communicationskills
Life Insurance License, LLQP required

Regional Director Field Sales, RBC Insurance Resume Examples & Samples

Reinforcing a client first culture, actively coaches each team member in delivering a superior client experience
Establishes and coaches an advice driven approach within the team to ensure understanding of client needs when providing solutions & servicing, leveraging RBC partnerships when required
Apply Performance Management through regular reviews, joint sales calls, sales routines, ongoing coaching discussions of the PMD, performance enablement, assessment and development plan
Takes responsibility for ensuring the knowledge level of employees regarding underwriting risk and regulatory requirements meet position requirements
Minimum 3 to 5 years of sales leadership, people management and sales management experience
Progressive industry and general business experience (5 years) with a focus on multi-line insurance in a sales capacity
Superior selling and sales management skills
LLQP (Life License) & General Insurance License
Entrepreneurial / business developer mindset
Superior time management and organizational abilities
Strong people management skills; able to assemble and manage a new team of people
Post secondary education preferred, or equivalent experience in lieu
Financial Planning designation would be an asset
Bilingual (English and French speaking) is an asset
LI-RZ1

Insurance Marketing Specialist Resume Examples & Samples

Case Consultation with EPS/LBS and Investment Advisors – Mid/High Net Worthmarkets
Proactive business development through on-going promotion of insurance products/solutions/services/tools to our sales forces and internal partners
Work with other members of the Head Office teams/ Managers on various initiatives
Coordinate and present (educate) on insurance products, solutions, tools, services- Internal groups (Branch and Head Office)
Creation of customized presentations/proposals that result in the increase of insurance revenue
Write internal publication of insurance articles/tools/content on sales ideas that result in the increase of insurance revenue
Test by running insurance illustration software quotes when our insurance suppliers launch new/updated software
New insurance product analysis review
In-depth product and technical knowledge and sales applicability
Interact with Insurance Companies on in force/special quotes?
Stay current on insurance sales concepts/techniques while also assisting with the development and implementation of plans to drive sales initiatives
Maintain awareness of insurance products, initiatives and developments in the industry
Attend seminars to stay abreast on developments in the industry
Strong interpersonal skills with ability to work well in a team environment
Motivated self-starter who can work well independently
Outstanding communication skills and public speaking skills (interactive style) with excellent command of the English language, both written and oral is mandatory
Superior problem solving ability, and a keen eye for details
Superior time management and multi-tasking skills
Entrepreneurial/business developer mindset
Undergraduate degree, preferably with a business/marketing emphasis
Insurance Designations
Life Insurance license –LLQP - Ontario
5 years’ experience in insurance industry
Strong knowledge of PC applications, especially Microsoft Office suite (word, excel, powerpoint, etc)
Effective business writing skills and the ability to translate insurance "language" to plain English
Strong understanding of insurance products (Life and Living Benefits), especially insurance concepts and strategies designed for the Affluent Market and their applicability in the sales process
LI-CC1

Financial Services Office Advisory Services Manager Technology Enablement Insurance Resume Examples & Samples

Finance Strategy (Vision, Mission, Guiding Principles)
Financial Accounting and Reporting Operations/Technology
Reinsurance Accounting and Reporting Operations/Technology
Budgeting, Planning and Forecasting Operations/Technology
A minimum of 3+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology skills
Program/project management and implementation planning (PMO)
Previous Project experiences in
Business/Merger Integration
Reconciliation redesign or improvement
Business Objects
Cartesis
Clarity
SunGard financial packages
Intellimatch

Financial Services Office Advisory Services Senior Technology Enablement Insurance Resume Examples & Samples

Enterprise Technology Expense Reduction
A minimum of 1-2 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Definition of business and technical requirements
Design of business and technology architecture
System selection and implementation support
Data mapping and conversion
Quality assurance and testing
Business and IT process reengineering
Finance transformation and accelerated close
Management reporting enhancement
Business intelligence/decision support
Financial planning, budgeting and forecasting

Financial Services Office Advisory Services Senior Manager Technology Enablement Insurance Resume Examples & Samples

Enterprise Data Management/Reference Data Management
Performance Management and Measurement (KPIs, business driver-based metrics)
General Ledger/ERP Systems Features/Functionality
Data Warehousing Features/Functionality
Statutory Reporting Systems Features/Functionality
A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
A minimum of 6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
Sub-ledger/ledger redesign
Traded products/front/back office package implementation
Data warehousing/enterprise data design and management
Cognos
Hyperion
Oracle Financials
PeopleSoft Financials
Smart Steam

Annuity & Insurance Central Review Unit Manager Resume Examples & Samples

Work with external partners, Insurance and Annuity companies for Product Training
Work with legal, business owners, Operations and IT Directors to accumulate and document business objectives
Work with Legal, Compliance and Business Owners to ensure CRU up to speed with regulatory requirements
Liaise with Internal Audit and regulators as needed. Ensure that any audit findings are followed up on within in a timely manner and that solutions are made to mitigate risk, when needed
Manage resources to ensure that projects and tasks are completed to a high standard and within schedule
Plan, manage and prioritize multiple projects simultaneously to meet scheduling requirements
Identify process challenges and implement solutions
Create metrics packages for Senior Management on a monthly bas
Strong analytical and problem-solving skills with the ability to investigate and analyze information, and draw conclusions
Ability to communicate effectively, at all levels of the organization, both in oral and written form
Strong interpersonal skills and ability to work independently, or in a team setting to lead multiple projects for diverse audiences
Strong influencing and management skills
Competency in writing functional business requirements
Ability to proactively identify, escalate and manage issues to resolution
General comprehension of regulatory environment and compliance practices
High proficiency in Microsoft Office products; specifically Microsoft Project, Visio and Access
Experience in evaluating product differences and/or metrics
Must work with the different functional areas involved in product management, sales, operations, systems and legal
Financial services experience and prior insurance and annuity experience required
Series 24, 7 license and active insurance license required

Annuity & Insurance Central Review Unit Analyst Resume Examples & Samples

Apply in-depth knowledge of the products and features for side-by-side comparisons
Prepare and deliver Branch Management recommendations for life insurance and annuity transactions
Liaison with Branch Managers, Regional Risk Management and Branch Administrative Management
Support & maintain insurance carriers and the Firm established policies and procedures for life insurance and annuity transactions
Maintain and enforce new business review process
5 years in related life insurance/annuity product management, sales and/or marketing experience in insurance/annuities is preferable. The incumbent should have some experience within project implementation or a familiarity with the Insurance Regulatory environment. Specific skills include the following
Ability to communicate very conceptual and technical material in a logical, concise written presentation
Ability to work with the different functional areas involved in product management, sales, operations, systems and legal
Some sales, sales support or client service experience is helpful
Financial services experience is required. Prior insurance experience is a plus
Undergraduate degree required with high academic standing

Insurance Research Resume Examples & Samples

Manage and monitor a portfolio of counterparties and borrowers with a primary focus on insurance, specialty finance companies and asset managers
Responsible for the financial and credit analysis for an assigned coverage portfolio
Present credit opinions both internally and with business units on assigned coverage portfolio
Lead client and transactional due diligence for assigned coverage accounts
Manage the approval process for new and renewal loans
Review, diligence and approve new trade requests recommending structures to minimize risk
Oversee the tracking and monitoring of borrower compliance in accordance with contractual terms and Firm requirements for the assigned coverage portfolio
Be primary point of contact in discussions with business units regarding assigned coverage portfolio
Superior written and verbal communication skills
Quantitative orientation
Ability to manage dynamic priorities
Finance and/or accounting degree preferable
Minimum 3-5 years of relevant experience
Graduate degree preferred but not required

Insurance Service Representative Resume Examples & Samples

Answer calls professionally
Complete call logs
Provide FAs with product and service information
Follow up with FAs as necessary
Knowledge of customer service and principles and practices
Microsoft Office Skills. (Word, Excel, PowerPoint...)
Demonstrate good writing and speaking skills to communicate effectively
Insurance Life and Annuity products

Insurance Credit Risk Manager Associate / VP Resume Examples & Samples

Monitor and manage credit risks associated with a portfolio of Insurance Companies and Pension Funds in the EMEA region
Lead the related research initiative and act as counterparty expert within the wider team
Act as a point of contact for Sales and Trading for all trade/lending requests relating to counterparty coverage
Liaise as necessary with other functional groups including operations, risk reporting, regulatory, controllers and capital groups
Proven experience in the analysis of Insurance companies (life and non-Life) and Pension Funds is essential
Superior written and verbal communication skills; a quantitative orientation and the ability to manage dynamic priorities
Familiarity with both lending and traded products and the related approval process i.e. dealing with business unit client coverage and documentation
Working knowledge in a foreign language would be an advantage

Insurance Agency Administrator Resume Examples & Samples

Serve as Designated Producer for Chase Insurance Agency, Inc. and J.P. Morgan Securities LLC in the states in which those entities are licensed
Verify and sign agency insurance license applications and renewals
Maintain agency records and legal agreements
Conduct business review of all agency legal agreements, including selling agreements and service agreements
Prepare presentations for board meetings
Coordinate the Insurance Carrier Risk Committee
Support legal and compliance in responding to regulatory inquiries
Work closely with Risk and Control managers to improve agency controls and risk management
Assist the President with special projects such as on-boarding new lines of business
Bachelor's degree and over 3 years of experience in insurance and annuity finance, legal/compliance and/or operations
Strong knowledge of annuity products (both variable and fixed) and their features. Some knowledge of life insurance, property/casualty products and features
Strong project management skills and attention to detail
Life insurance and series 6 or 7 securities licenses
Series 24 and property casualty licenses will be required post hire
Good knowledge of Microsoft Office products including Excel, Word, PowerPoint

Gcg-program Lead Global Rainbow Insurance Resume Examples & Samples

Business Program Management of the Insurance initiatives across APAC region for the Citi-AIA partnership
Responsible for execution of global workstream responsibilities working closely with the global Rainbow Program Office
Work closely with the business and technology stakeholders for the prioritization of the requirements
6+ years of industry experience in consumer business with exposure to retail products/investments/insurance
Good documentation and presentation skills
Ability to communicate professionally
Exposure to working with global, regional and country teams

Gcg-head, Business Systems, PMG Insurance Resume Examples & Samples

Set up and Lead the PMG business systems group to define and execute the technology strategy for the APAC Insurance business and leverage it for global scalability
Drive the insurance experience initiative for the Citi AIA Partnership coordinating across various Rainbow workstreams, country and regional businesses and O&T teams
Layout and own the insurance experience roadmap – aim to provide the best in class experience to customers, sales force and back-office staff
Represent insurance business in all process and technology related discussions
Lead the closure of business requirements working closely with the business stakeholders
Drive the implementation plan for the roadmap
Responsible for the deployment of solutions to all markets
Manage the technology budget of the PMG for the Citi AIA Partnership
Lead the multi geography team of subject matter experts in effort to define, execute and deploy Globally Common Rainbow Process/System for insurance business
Ensure alignment with global strategic activities planned and executed outside of Rainbow
11+ years of industry experience in consumer business with exposure to retail products/investments/insurance
Good understanding of the insurance business to define the technology systems strategy to support the business plans
Managed large scale programs/business initiatives
Ability to communicate professionally and effectively with senior management

Global Portfolio Insurance Head Resume Examples & Samples

Manage a global team involved in the review and analysis of insurance companies in North America and Western Europe directly as well as matrix management of the Asia Pacific insurance portfolio
Partner with the Business to set direction and risk appetite on the portfolio
Determine macro hedging strategy or individual hedging strategy and other risk management techniques across the portfolio
Act as a focal point for the Businesses (Banking, Markets, CTS) for approvals and risk management on the portfolio
Strong management and influencing skills
Solid fundamental credit analytical experience
Very good communication skills in both the oral and written form
Solid understanding of the various products offered as well as portfolio management
Maintains good regulatory interaction

Senior Consultant, Insurance, Chicago Resume Examples & Samples

Consulting
Understand the Business of Insurance; Distribution, Underwriting, Policy Transactions, Rating and Billing
Work directly with clients to implement processes and technology that support business value and process efficiency across business and technical functions
Work closely with the business owners to create new business processes
Facilitate client workshops focused on future state of the Insurance Industry, design future state business process and requirements
Support detailed requirements gathering
Lead package evaluations against industry leading practices in the Insurance Industry
Interface with all levels of management both internally and at client sites
Develop client-ready communications to facilitate decision making, communicate status, mitigate risk or resolve issues
Participate in the creation of project related deliverables such as project plans, implementation plans, communication plans, and financial models
Work closely with engagement management to reduce project risk
Work closely with members of WMP as well as our clients to quickly establish highly functioning joint project teams
Business and Practice Development
Participate in the business development process by assisting in the development of project approaches and proposals
Participate in the practice development process by assisting in the development of tools, methodologies and techniques used by WMP in on client assignments
At least 2+ years of experience in a team based consulting environment and working directly with external clients demonstrating an understanding of the operations of commercial insurance and annuity companies
At least 2 years of experience in one of the following processes specific to to Life, Personal Lines or Commercial Insurance: agency/sales support, illustrations, payments, claims, policy administration, and/or product development
Strong organizational skills, detail oriented, and the ability to hand multiple priorities
Ability to develop a sense of urgency and respond appropriately
Experience working in a collaborative team environment on large initiatives
Strong communication skills to be able to work with clients and present to C-level executives
Good presentation skills and business development skills; able to assist in selling work to clients
Experience in developing work plans, project scopes, pricing estimates
Strong project management and leadership skills to manage and drive concurrent small to large projects for one team
Good interpersonal, written and oral communications skills as well as customer relations and the ability to travel, 50%-75% annually

Senior Consultant, Insurance Resume Examples & Samples

Bachelor’s degree in related discipline
Minimum 6 years of experience in a team based consulting environment and working directly with external clients demonstrating an understanding of the operations of commercial insurance and annuity companies
Minimum 6 years of experience in one of the following processes specific to Commercial Insurance: illustrations, payments, claims, policy administration, and/or product development
Demonstrated success in both project management and business analysis within a formal management consulting environment
Experience in developing work plans, project scopes and pricing estimates
Strong presentation and business development skills utilized in securing extended and new delivery engagements to clients
Strong project management and leadership skills to manage and drive concurrent small to large projects
Strong organizational skills, detail oriented with the ability to hand multiple projects and priorities concurrently
Ability to manage multiple tasks efficiently, display excellent judgment, and work productively in a fast-paced, team oriented environment
Excellent interpersonal, written and oral communications and customer relations skills
Ability to travel as required for client and internal engagements (50%+, mostly US travel)

Insurance & Annuity Representative Resume Examples & Samples

Life insurance product education
Providing guidance in the product selection process
Field underwriting
Preparing and the delivery of customer approved collateral materials as required
The sale of Insurance Product Solutions
Exceptional customer interaction experience
Adherence to all established rules and regulations
College Degree preferred or equivalent industry experience
Telephone inbound and outbound sales experience
State Life/Health Insurance licenses in all 51 Jurisdictions
Completion or pursuit of the professional CLU or CFP designations is preferred
Subject matter expert of Life insurance; Long Term Care insurance and After tax annuities is preferred
Excellent interpersonal skills, team player and client relationship-building skills required

Head of Insurance Africa Resume Examples & Samples

Deliver high quality Insurance and Wealth Management expertise across the region
Accountable for the growth / expansion into new countries and roll out of propositions and associated products across the region
Develop clear participation strategies for business growth across the region – identify and target selected countries for organic and inorganic activity
Key responsibility for overall achievement of non-financial Business unit objectives for nominated area’s: Customer experience, Employee satisfaction and Operational Risk and Control management
Lead the development and execution of protection propositions based on strong customer insight and research resulting in higher penetration and customer retention
Own and bring this strategy to life for stakeholders, clients and colleagues to provide clear direction on the proposition objectives
Lead product integration across multiple delivery channels to deliver a comprehensive customer protection value proposition & integrated with other RBB/AFS propositions
Build a sustainable business that becomes a significant contributor to the Group in the region as per 2015 strategy
Good understanding of Customer financial needs
Strong Strategic Vision and General Management Capabilities
High Commercial and Business Acumen
Strong Communication / Influencing Skills and managing multiple internal & external stakeholders at all levels
Excellent Diagnostic and analytical skills, rigorous approach to problem solving
Strong comprehension skills to understand and interpret industry data and emerging trends
Strong Leadership and people management skills at senior level
Strong Cultural Transformation and Change Management skills Knowledge, Expertise and Experience

Senior Recruiter, RBC Insurance Resume Examples & Samples

Acts as a Subject Matter Expert (SME) for the business throughout the recruitment cycle providing consultative recruitment support. Coaching and influencing managers on final candidate selection
Develop and maintain working relationships with senior level hiring managers and HR partners to understand current and future recruitment needs and to determine optimum sourcing strategies
Full lifecycle recruitment not limited to source/screen/ assess/ interview/ recommend/ offers/ declines etc)
Develop cost effective, efficient, creative and innovative solutions to sourcing challenges
Independently generate candidate flow through a variety of sourcing channels, including: social media, proactive networking, employee referral, campus recruitment, researching and initiating other channels as appropriate
Source and maintain pipeline of industry experienced candidates; including sourcing diverse candidates & leveraging diverse candidate pipelines
Educate, consult and transfer knowledge of staffing processes, diversity, interviewing skills and legislation to hiring managers. Ensuring to embed diversity conversations in all recruitment and sourcing activities
Utilize behavioural interviewing techniques and provide support and counsel to hiring managers throughout the interviewing process
Participate in special staffing oriented projects as required
Understand compensation market data and internal equity issues for designated positions
Minimum 5 years full life-cycle recruitment experience ideally in Insurance / financial services
Must have strong sourcing skills to locate candidates with difficult to find skill sets
Excellent relationship building skills and proven ability to provide value added consultative service
Experience providing consultative recruitment support in a coaching and advisory capacity to senior and executive management
Results oriented, multi tasking, strong sense of urgency and responsiveness
Strong communication and presentation skills; influencing skills
Experience working with e-Recruitment tools and Behavioural Based Interviews

Specialist Insurance Risk Resume Examples & Samples

Minimum qualification – Degree with ACII (or equivalent insurance/risk qualification)
Detailed understanding of insurance markets and business processes, environment, contract terms, waivers, releases, risk controls and checks and ability to act with assistance in relation to overseas equivalents
Proficiency in handling and negotiating complex claims
Understanding concept of operational risk, risk appetite and capital management
Awareness of Basle II and its implications for operational risk/insurance mitigation
Detailed knowledge of the main classes of corporate insurances including underwriting criteria, and insurance policy structures, definitions, policy wordings and exclusion

Team Leader, RBC Insurance, Travel Resume Examples & Samples

Consistently practices client focused coaching routines (daily presence on floor, observational coaching, side by sides, remote listening, call quality review) to maximize employee development and client experience delivery
Accountable to drive team sales effectiveness to meet team sales plan goals (new business, up sell, cross sell, referrals) through entrenched sales routines and coaching activities targeted to develop team sales capability
Accountable for managing and coaching a team of 10-15 insurance advisors on activities that enable effective call handling and optimize client availability
Must be able to balance the rewards of team efficiencies and due diligence of procedures, process and guidelines relative to risk mitigation
Demonstrates managerial courage to maximize performance of team, as well as continued ownership of own personal development plan in order to achieve success within the team
Responsible for building team’s skill, capability and development of actions plans to close any identified gaps
Employee morale and engagement
The Insurance of persons delivered by the Autorité des marchés financiers (AMF) is an asset
College diploma or University degree
Preference will be given to candidates with previous leadership experience
Previous experience in a contact centre environment is an asset
Confident, enthusiastic self-starter who collaborates well with others, takes ownership of and enjoys delivering a positive client experience in each client conversation
Demonstrated sales skills in a proactive environment
Strong verbal communication and relationship building skills, ability to demonstrate managerial courage
The ideal candidate will possess strong interpersonal skills, solid product knowledge, exceptional customer service attributes and a passion for sales
Initiative, leadership and motivation to succeed will be key factors in this role
Proven experience in coaching and client service delivery

Insurance Service Centre Analyst, BMO Life Resume Examples & Samples

Good analytical and problem-solving skills
Good investigation skills
Organizational skills (Working)
Attention to detail (Working)
Knowledge of bank systems highly preferred
Creditor Insurance Knowledge essential
Lending or Credit qualification preferred

Gcg-regional Insurance Director Resume Examples & Samples

Developing and maintaining appropriate processes for insurance partner selection and ongoing management of 200+ providers in the region
Working with internal control functions [global and regional] to manage insurance control and compliance matters including coordination with audit / regulators. Coordination of Regional Business Insurance Committee
Managing insurance financials reporting and data analytics
Assisting Asia Insurance Head to manage strategic insurance partnerships, with specific focus on spotting and developing cross-franchise opportunities
Managing all insurance O&T developments from a regional franchise development perspective
Coordinating pan-Asia arrangements
Leading special projects that are taken up by the insurance team from time to time
Develop and execute strategies with a focus on acquisition, retention, across all channels; DM, Face to Face, Digital
Product Development - Develop and manage relevant value propositions that have clearly expressed benefits, are scalable across markets, Ensure appropriate profitability
Work with cross functional team to develop and deliver all branding initiatives around the Citi AIA partnership
Work with DM to build out analytic capabilities including but not limited to Data warehouse, Propensity models to ensure optimal coverage for the Insurance business
Manage the development, execution and compliance to all policies that are appropriate to mitigate risk across APAC Insurance
Work with, support, influence 12 markets to drive insurance revenue growth

AVP, Insurance Internal Sales Specialist Resume Examples & Samples

College Degree or equivalent Life Insurance experience
NASD Registration Series 7, 63
Insurance License
Minimum 2-3 years of Life Insurance sales and/or Marketing support experience
Brokerage or Retail insurance Sales or Sales support experience, preferably working in a multi-carrier environment
Solid understanding of Insurance products and Illustrations systems
An understanding of advanced sales concepts and case design
Experience in working with High Net Worth Retail and/or Brokerage Insurance Producers a plus
Excellent technical skills in working with presentation, insurance and illustration software
Excellent relationship building, written and verbal communication skills
Ability to multi-task and work in a fast paced team environment
An appropriate sense of urgency and drive towards results
Self-driven and independent worker

Project Manager, RBC Insurance, Mississauga Resume Examples & Samples

Achieve continuous learning through development and execution of Personal Development Plan, as agreed with Senior Manager
1 to 3 years of PM experience – usually involving small to medium projects across multiple disciplines and of a business/functional unit significance
Managing multiple project simultaneously
Ability to work effectively with all levels of staff and management
Working knowledge of banking and/or insurance industry preferred
Proficiency writing clear, effective, and well-structured business documentation
Effective time management and organizational skills with the ability to manage multiple projects with competing deadlines

SVP, Insurance Products 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. Requires coordination with the regional product managers, defining expectations, goals, and processes
Engage with regional product risk managers of the Insurance businesses, who are responsible for developing business infrastructure and strategy, evaluating product offerings, and overseeing business activities and product performance
Protect the firm’s clients and franchise by partnering effectively within Global Risk Management, Compliance, Legal, Tax etc. when resolving risk issues. Focus will be engaging with key regional stakeholders
Identify and escalate emerging issues facing the regional covered businesses. Assess the risk and offer potential mitigations and/or solutions
10+ years' work experience preferred. Actuarial knowledge and experience a plus
Bachelor degree. Advanced degree in business, finance, law or economics desirable
Extensive experience in insurance and investment products
Strong ethical and moral compass with the ability to make difficult decisions and communicate/document those decisions professionally
Intellectually curious. Requires use of conceptual and innovative thinking
Strong oral and written communication skills; ability to manage and influence divergent views across the organization in the absence of direct authority. Ability to create and maintain strong relationships
Ability to see the "big picture" without losing attention to detail. Takes pride of ownership in all deliverables and the activities of his/her team

VP, Insurance Products Risk Manager Resume Examples & Samples

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
Be a voting member on key product and governance committees, including the Regional Business Insurance Committee, and demonstrate both a credible challenge to, and strong influence, on covered businesses
Lead the integration of insurance product approvals with IPR’s product approval committees
Monitor and evaluate ongoing financial and regulatory strength of regional insurance carriers whose products are being offered. Monitor exposures and suggest risk mitigations
Undertake daily rating of insurance products and provide inputs to more complex rating decisions as part of the IPR Product Rating Team globally
5-7 years' work experience preferred. Actuarial knowledge and experience a plus
Proficiency in Microsoft Office tools (Word, PowerPoint, Excel)
Strong analytical skills; an ability to drive tasks through to completion in a timely manner
Flexibility in thought and approach; able to introduce creative solutions and enact reasonable judgment to complex issues that have no ‘right’ answer

Head of Insurance Products Resume Examples & Samples

Significant experience in product management in wealth management/ Insurance industry with demonstrated success defining, launching and managing excellent products
Strong knowledge of financial products and services, financial markets and economic environments
Experience of managing a team. Understanding of b/s as well as P and L dynamics
Strong negotiating and influencing skills
Excellent presentations, communication and networking skills
Superior analytical skills and systems knowledge to recommend/offer the best value-added possible solutions to clients/markets
People management/development skills
Business/ Organizational Knowledge - ability to communicate effective with internal stakeholder and external entities
Client focus – instinctive approach to matching client wants with business propositions
Delivering results – Strong organization skills, disciplined, detail-oriented methodology and a commercial acumen, results focused combined strongly with ability to prioritize around value and managing execution using functional expertise
Strong decision making skills – using a high level of judgment to arrive at clear decisions
Ability to work well under pressure – demonstrating flexibility and the ability to tolerate ambiguity in a fast moving multi-tasking environment
Insurance/ Investment industry qualifications a plus

Ishares Insurance Head of General Accounts Resume Examples & Samples

Lead team of sales people focused on P&C and Health insurance companies
Coach and develop the more junior members of the sales team to increase their sales effectiveness
Drive Net New Business and Net New Revenue, executing a consultative sales approach with key decision makers from P&C and Health insurance companies
Build and execute strategy for penetrating mid- and small- general accounts, utilizing levers beyond sales such as marketing, PR and capital markets
Focus on increasing equity allocations of P&C and Health insurance companies into iShares ETFs
Ability to present both quantitative and qualitative benefits of Passive (ETF) investing, as well as delineate iShares unique value proposition
Deliver product presentations to current and prospective clients via telephone, office visits, sales seminars, road shows, and conferences
Sell iShares products to established and prospective clients
Play an instrumental role in driving and executing coordinated territory coverage with internal sales partner. This will be accomplished through excellent account planning, communication of client-related opportunities, deploying expertise and resources ultimately leading to product sales
Deep product knowledge and consultative positioning with clients
Develop deep relationships across C-Level of Insurance organizations within territory, with strong focus on investment decision makers
Deepen partnership with FIG
Prepare sales presentations for use in meetings with clients
Achieve sales goals and metrics
10+ years of distribution experience at a top investment management firm, Insurance company or investment bank
Proven track record of developing and executing strategies distribution strategies, including sales and marketing
Experience managing a team of high-performing individuals
Deep familiarity with the Insurance channel – landscape, investment process, buying behavior, decision makers, competitors, and regulatory environment
Ability to navigate, collaborate with, and mobilize resources within large, complex financial services organizations
A consultative sales approach
Demonstrated successful business development/client service in an institutional setting, e.g., complex, sophisticated clients
Strong investment and capital markets knowledge
Ability to build strong relationships with diverse sets of clients
Ability to represent iShares in a professional manner
Exceptional verbal and written communication skills, strong sales presentation skills
High energy, motivated individual with a commitment to excellence and strong leadership presence
Clean U-4
BA/BS degree required; MBA, CFA certification preferred
NASD series 7 and 63 securities licenses required
Role will require travel at least 50% of time

Insurance Asset Management Analyst Resume Examples & Samples

Assist in the monitoring of portfolio positioning, and performance of compliance testing on insurance-related portfolios
Prepare and review the on-going production of internal portfolio management reports in support of insurance portfolio managers and the asset management team
Perform analyses of insurance client performance including book yield, total return, stress testing, and performance attribution reporting
Assist in preparing and reviewing scheduled and ad hoc client reports, supporting Guggenheim’s client servicing efforts
Communicate with Operations team to design and develop reports and portfolio management “tools” using Guggenheim’s Data Warehouse, Blackrock Solutions’ Aladdin system, and Microsoft Excel and PowerPoint
Assist in portfolio advisory efforts, setting up securities and running portfolio analytics to support new business initiatives
Support marketing efforts including the generation of marketing materials and presentations
Work with portfolio managers on various projects and ad hoc requests as needed
Understand investment related processes and procedures in order to improve operational effectiveness
Analyze performance attribution and monitor performance drivers across portfolios and sectors
Review internal reports and data analytics to improve operational effectiveness and minimize data errors
BA/BS with concentration in Finance, Accounting, Economics, or Math/Engineering preferred
Working towards CFA designation preferred
Relevant experience in investment management or capital markets
Strong quantitative and analytical skills (MS Excel/programming/ VBA/etc.)
Experience using the following analytic systems a plus: Blackrock Solutions Aladdin/ANSER platform, CitiGroup YieldBook, Bloomberg, BondEdge, Barclays POINT

Associate Director, IT Risk Insurance Resume Examples & Samples

Undergraduate degree in business (or equivalent experience)
A minimum of 5 years of experience in progressively responsible IT risk management roles in a global financial services organization
Solid understanding of insurance business platform, and business content experience within that platform
Strategic mindset, with excellent knowledge and understanding of the financial industry
Build from scratch capabilities & organizational change experience
Highly developed ability for conceptual thinking
Well-developed impact and influence skills
Proven track record of building strong relationships across business functions
Appreciation for navigating global organizations

Insurance Review Team Resume Examples & Samples

Keyboarding speed and accuracy required
Analytical and decision making skills required
Basic mortgage product/processing knowledge
Basic systems knowledge of LPM, ACAPS, Filenet, Outlook, Excel and Word
Excellent oral/written communication and organizational skills
Ability to learn and retain lengthy procedures that change frequently
Willing to work in time/volume sensitive environment and meet high quality standards
Overtime required as needed
1 year mortgage origination or related experience preferred

VP Group Insurance Resume Examples & Samples

Deliver comprehensive advice, support and challenge to Business Areas in The Americas on all matters relating to Corporate Insurances
Execute process, transactions & projects for the Americas and be accountable to the Director, Group Insurance for delivery of services for all BU operating in the Americas as well as assigned global projects
Support the Director, Group Insurance by contributing to the strategy, direction and development of One Insurance, globally
Be responsible for monitoring conformance with the One Insurance operating model for transactions and projects in the Americas
8+ years of prior experience in financial services
6+ years experience of global insurance markets and the products used for the transfer of risk (including ART and other capital market structures)
6+ years experience of insurance markets and business processes, environment, contract terms, waivers, releases, risk controls and checks and ability to act with assistance in relation to overseas equivalents
6+ years working knowledge of the main classes of corporate insurances including underwriting criteria, and insurance policy structures, definitions, policy wordings and exclusions
Proven investigative and analytical skills including problem solving and innovation
Good ability to absorb information from a wide range of sources internal or external to the Group and evaluate and use it in Group risk contexts
Relationship management skills both in relation to brokers and insurers externally, and to relevant internal stakeholders
High standard of communication skills, oral and written
Good interpersonal skills, able to gain agreement of internal customers to programme requirements and risk controls

Senior Compliance Officer Dgaml Wealth & Insurance Analysis Office Resume Examples & Samples

Takes the lead on the day-to-day assessment, oversight, and management of effectively designed and executed AML/ATF transaction monitoring programs for TD Wealth businesses globally
Leads and/or participates in GAML and business level projects as needed, to facilitate and oversee changes to AML transaction monitoring processes, systems, or practices, including development and implementation of new/enhanced transaction monitoring scenarios and typologies that are applicable to the W&I businesses
Represents the DGAML W&I team on committees relating to transaction monitoring, and other designated AO activities as required
Coordinates with other GAML and business partners/stakeholders to ensure consistency in the application of AML/ATF transaction monitoring programs and standards across the enterprise
Prepares reports, summaries, presentations, briefing notes, and any other required documentation to effectively report on the status of AML/ATF transaction monitoring programs and AML Compliance risks in the W&I businesses and in DGAML W&I
Analyzes and reports on AML/ATF related risks and trends on a global basis
Escalates significant ML/TF issues and events
Delivers relevant subject matter expertise and AML/ATF advice to GAML and W&I business units
Monitors AML/ATF industry developments and maintains sound knowledge of new and amended AML/ATF laws and regulations pertaining to the W&I businesses in all jurisdictions
Conducts research as assigned and prepares briefs for senior management
Evolves the AML risk management culture in W&I through insightful trend and upstream reporting
Liaise with other GAML and business unit partners, in order to obtain data and information to support the risk analysis function, and to report on the results of the analyses, as applicable
Assist in supporting the AO's Politically Exposed Person (PEP) and de-marketing processes
Support W&I DGAML management in ad hoc or special assignments that may arise
Manage, coach, lead, and develop other Compliance Officers

Insurance Credit & Portfolio Senior Risk Manager Resume Examples & Samples

Developing and maintaining relationships with the Relationship Managers, Traders, Sales and Account Officers who are originating business and credit exposure to the customers
Exercising sound credit judgment to either approve under delegated credit authority or for recommendation to senior approvers
Analyzing transactions and assisting structuring to contain risk within acceptable parameters where appropriate. The successful candidate will be expected to cover a full range of lending, structured/acquisition finance and capital markets transactions, including detailed knowledge of associated documentation
Producing advanced level analysis ensuring that aggregate exposure to customers remains appropriate to their credit standing (including periodic and event driven reviews)
Monitoring portfolio metrics for a numerous insurance sub-sectors within the NA Insurance portfolio to provide periodic sector outlooks, stress testing and customer force ranking analytics
Candidate should have good experience within general credit risk; with a solid grounding in Financial Institutions, ideally prior insurance knowledge, but not a must
Knowledge and understanding of corporate finance, TTS and traded products (fx, derivatives, futures) and related risk concepts (e.g. mark to market, VAR) is also desirable
Familiarity with CitiRisk, Citi Credit and other policies helpful
Advanced Excel and Powerpoint skills
Candidates who meet the criteria above and have the necessary skills and experience will be considered
Undergraduate degree required with Business, Finance or Economics desirable
Ability to make and justify timely decisions backed up by strong analytical statements
Strong interpersonal and organizational skills
Flexibility of thought
Ability and willingness to work under pressure

Insurance Operations Specialist Resume Examples & Samples

Operational supporting to implementation of new systems/projects
To take the initiative to optimize existing Insurance Operations processes
Executing of such operational functions as
Observation of labor discipline set by internal instructions and policies
Goals setting in GTMS in the beginning of every calendar year and corrective actions in the middle of the year (if any)
Individual plans submitting in GTMS and updating in the beginning and middle of every year
Timely informing of manager about non-standard situations, which require decision
Timely providing of daily/monthly MIS reports
Executing of responsibilities of the Unit’s Head and other units’ employee, if needed
Learning and observation of local normative documentation of Citibank and banking RF legislation
Ad hoc tasks fulfillment
Working experience (in Operations department preferably)
Good command of English (written and verbal)
Computer advanced user, MS Office
Knowledge of insurance processes as advantage. Skills
Analytic skills
Knowledge of insurance processes and projects leading as advantage
Higher education (economic/ finance sphere is preferable)

Avp, Insurance Business Planning Resume Examples & Samples

Minimum 5 years' experience on bancassurance and/or business development or equivalent
Excellent analytical and interpersonal skills
High proficiency in both English and Chinese

Regional Director, RBC Insurance Resume Examples & Samples

Re-enforcing a client first culture, actively coaches each team member in delivering a superior client experience
Champions commitment to superior client experience for all scheduled and walk in clients, ensuring team works collaboratively and leverages RBC internal partnerships when need dictates
Leads in the implementation of client discovery, providing advice and insurance planning strategies relative to client needs and life events
Responsible for leading/implementing change initiatives, ensure teams understand reasoning and connection to supporting client experience and business objectives
Fosters a collaborative team environment, taking ownership and accountability of client problems at first point of contact, ensuring the Client Problem Resolution escalation process and principles are followed
Ensures team fully understand products, services, process and procedures and coaches to close gaps
Coaches to sales effectiveness routines ensuring employees build upon the existing client relationship to provide additional advice and/or solutions
Represents RBC Insurance within the community, demonstrating leadership and focus on attracting new business opportunities and increasing likeliness to recommend through existing client referrals
Ensures a positive client experience in the RBC Insurance Store by working with their team to ensure there is always adequate resources to respond to walk in clients
Promotes RBC Client First mindset by ensuring ability to meeting clients when they want and were they want ( Ex. Home, Office, Retail Insurance Store)
Demonstrate personal commitment to ensure skills/knowledge/accreditations are up-to-date and meet position and team requirements for self and staff
Working in partnership with sales effectiveness to ensure a high level of employee capability and engagement through focused demonstrated personal commitment to ensure license and continuing education requirements are up-to-date and meet position requirements
Ensures sales force capability through building necessary skills/competencies/accreditations to meet market needs, including knowledge of RBC partners for referral success
Takes the initiative to keep informed of current events, market news and internal information on RBCNet and applicable internal sites
Manages low performers through ongoing coaching, work improvement plans and corrective action when an employee demonstrates an ongoing pattern of not achieving results or meeting behavioural standards
Responsible for managing all HR related issues affecting team members and the supporting documentation and follow up as required
Work closely with new recruits, leveraging Training Coordinator, to ensure they are effectively on boarded
Bilingualism (French and English) is required
College/University Degree or equivalent
3+ years leadership, people management and sales management experience
Demonstrate commitment to RBC Values through: Excellent service to clients and each other, Working together to succeed, Personal responsibility for high performance, Diversity for growth and innovation, Trust through integrity in everything we do

Central Insurance Team Lead-wholesale Loan Operations Resume Examples & Samples

Partner with Commercial Banking executives to support them through transactions that require insurance expertise
Participate in industry calls relating to insurance
Determine best practices and drive change throughout the organization
Exercise judgment and discretion
Provide direction and participate in planning activities
Assist in the creation and implementation of procedures
Prepare and give performance reviews
Participate in the interview process
Bachelors degree, and/or credentialed insurance professional required or equivalent experience
6+ years property & casualty insurance and management experience
Solid understanding of loan products, operations practices and regulatory environment
Ability to develop partnerships with senior banking executives
Outstanding written, verbal and presentation skills
Intelligent, confident and action oriented
Strong organizational skills and the ability to follow problems through to a solution
Able to travel as needed

Annuity & Insurance CRU Analyst Resume Examples & Samples

Working with the financial advisors to process their requests in an efficient manner as well as obtaining information regarding client objectives and other pertinent information to ensure the approval was suitable and accurate to mitigate risk to the firm, client, and financial advisor
Reviewing and approving insurance transactions to be compliant with Regulation 60 on the ICES system
Working with complex risk officers and branch personnel as a subject matter expert to assist with suitability considerations for orders in their queue and review any potential exception requests on rejected transactions
An undergraduate degree
Life & Health Insurance Exam preferred
Excellent written and verbal communication skills
Ability to act independently
Strong organizational, planning and time management skills
Excellent judgment and ability to be discreet in all manners

Operations Team Lead-wlo Flood Insurance Team Resume Examples & Samples

Established knowledge in flood insurance requirements for commercial loans
Working closely with Manager on projects as assigned typically with flood and regulatory updates
Mid to High-Level understanding of flood insurance documentation as well as all regulatory requirements surrounding flood insurance
Competency with Micro Soft, Excel, Word and Outlook
Strong competency in multitasking
Experience in servicing real estate loans
Demonstrated professional behavior and team work, is punctual, dependable and adheres to company policy and procedures
Flood Insurance industry knowledge
Commercial Term Lending knowledge
Banking operations experience
Thinks critically and independently
Exhibits excellent organizational skills
Time Management
Flood Regulatory/Compliance knowledge
Quality Assurance experience

Regional Insurance Risk-reputable Life Insurer Resume Examples & Samples

Ensure an effective ERM Framework through establishing, implementing and maintaining the Life Insurance Risk management for identifying, assessing, monitoring and managing Life Insurance Risk and review related policies in line with Group Insurance Risk policy and standards as well as all other related regulatory and professional requirements
Provide a 2nd (line) opinion on key underwriting decisions and validation of life insurance customer proposition, marketing, sales & distribution, conduct risk, actuarial methodology and assumption setting, experience studies, product pricing, underwriting, reinsurance, valuation, reserving and technical provisions and other key inherent insurance risks as well as providing information to CRO and/or Life Committee and related committees (Underwriting, Model Governance, Actuarial, ALCO, etc) to enable a decision to be made on whether or not to proceed, in accordance to company's governance structure
Manage the process for setting the Life Insurance risk appetite
Design and develop all mechanisms and tools for performing risk assessment including business /functional risk appetite and stress and scenario testing for Life Insurance risk
Ensure appropriate model governance on Life Insurance models is in place to ensure effective understanding of Life Insurance/ Underwriting risks
Set and agree firm-wide (Life) insurance risk priorities
Act as the Life Insurance risk adviser to the firm, and in particular to guide senior management in their Life Insurance and Investment risk management responsibilities,
Establish a process and awareness for embedding Life Insurance risk management
Bring an Life Insurance risk focused viewpoint to strategic planning and other activities of senior management
Facilitate the implementation of the Life Insurance risk processes, providing, coaching and guidance to business line management
Monitor and manage the firm's overall exposure to Life Insurance risk including working with the business line and other functions to mitigate Life Insurance risk
Ensure a consistent approach to Life Insurance risk across the lines of business and functions
Co-ordinate appropriate and timely reporting of Life Insurance risk reports
Co-ordinate Life Insurance risk input to the risk committee and the board on the firm's risk profile, control infrastructure and any control failings, weaknesses and actions taken
Co-ordinate input to the regulators on the relevant Life Insurance risk matters
Liase with key control functions including IA, Compliance and Actuarial Functions
Fellow of the Institute of Actuaries (or its international equivalent). CERA qualified preferred
Specialization in Life Insurance with experience with Solvency II and local RBC /regulatory requirements
Proven strong people and process management skills including stakeholder management skills and an ability to work successfully with senior managers across the business
Strong communication skills and a proven ability to work effectively with both technical and non-technical teams
Due to the nature of the role, the preferred candidate must have hands on experience designing and conducting risk appetite, risk assessment and controls, particularly related to insurance business

Mortgage Insurance Trainee Resume Examples & Samples

Basic general office and clerical skills
Basic reading, writing, and mathematical skills
Ability to collect and organize information

Senior Analyst, Audit Insurance Resume Examples & Samples

Partnering with the Department's business, products, and functional audit teams such as: Compliance, Risk, IT, etc., as needed
Continuously develop and maintain sector/industry/ technical knowledge and share knowledge with team
Minimum of 2 years of relevant experience and Bachelor's degree OR minimum of 6 years of experience with GED/High School Diploma
Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA), or various related insurance or actuarial certifications/designations preferred
Must be willing to travel up to 30% of the time
Understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
MBA, Masters or Bachelor's degree preferred
Ability to build strong, trusting relationships with senior business stakeholders
Ability to suggest policy changes to key stakeholders that will improve GEC's overall risk and control framework/program
Ability to deliver internal audit's point-of-view with respect to the subject areas

VP, Audit Insurance Resume Examples & Samples

Delivery of services in accordance with the Department's policies and procedures
Establish and maintain ongoing relationships with headquarters, business and functional leadership for the subject areas
Proactively advance integrated auditing concepts and use of technology; and
Minimum of 6 years of relevant experience
Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA) or related certification preferred
Bachelor’s degree or High School/GED and 8 years relevant experience
Understanding of the relevant regulatory requirements for the subject areas and past experience working with regulatory bodies (e.g., Fed, OCC, NAIC, various state regulatory bodies, etc.)
Fluent (speak, read and write) in English and local language
Must apply via COS (internals) or through www.gecareers.com (externals) to be considered for this position
Strong understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
MBA, Masters or Bachelors degree preferred
Ability to challenge the business (including assumptions made) and influence positive change in the organization
Possess good project management skills, make sound decisions, and exhibit initiative and intuitive thinking; and
Strong oral and written communication, presentation and facilitation skills

Insurance Csa-eb Resume Examples & Samples

Prepare, process, review and monitor various documents such as policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc., to insure accuracy; prevention of errors and omissions; and coverage of risk organizations
Support the sales function through account rounding of existing accounts (new lines of coverage/limits, gaps and upgrades) by referring new sales opportunities to Account Executives and/or other departments
Prepare, compile and process various reports, correspondence and documentation
Process direct bill statements and bank deposits for agency

Insurance Account Rep Resume Examples & Samples

Meet with customers when necessary to discuss proposals, renewals, service, or any matter of importance to client
Act independently of Account Executive in his/her absence
Process renewals, applications, changes endorsement, certificate of insurance, auto ID cards and other items as needed or requested by client
Review policy information to verify accuracy and prevent errors/omissions
Contact carriers regarding claims, applications, renewals, premiums, coverage, changes, and any items needed to service client
Prepare, compile and process various statistical data, reports, correspondence and documentation

Insurance Resume Examples & Samples

Reviews and approves advertising copy and public statements from a legal standpoint
Anticipates and guards against legal risks involving the organization
Participates in major legal actions
May prepare briefs and documents or draw up contracts for review and evaluation by others
Understands fundamental concepts, practices and procedures of legal field

Senior Claims Examiner Medicare Supplement Insurance Resume Examples & Samples

Evaluates and analyzes documentation necessary for claim payments or denials according to the policy/certificate provisions and state regulations with increased authority limits
Take an active role in creating an environment of innovation, collaboration, transparency, accountability and trust
Evaluates and analyzes documentation thoroughly to determine high dollar claim processing according to policy/certificate provisions and state regulations with increased authority limits
Analyzes any additional information/documentation received to determine how to proceed with a review of a claim; identifies methods for obtaining information from alternative sources when necessary
Manages the review of a claim and the outside sources used in the review. This includes the review of complex claims such as contestable, private duty nursing, Lifetime Reserve exhausted benefit, third party administered and foreign travel claims
Thoroughly documents correspondence and conversations
Corresponds verbally and in writing with claimants, medical providers, medical examiners, legal counsel and law enforcement to resolve complex service inquiries, complaints and escalated issues
Works closely with manager, claims examiner, legal counsel, medical director, claims assistants and other departments
Monitors claims for fraud and proceeds accordingly
May testify in depositions, hearings and trials; communicates the Company’s position regarding the claim
Maintains compliance with regulations and responds to any insurance department complaints
Trains, coaches and mentors other examiners on the system, products and claims processing
Assists with department and company wide projects and performs system testing as needed
Executes quality review in teams for accuracy and adherence to procedures, sensitive transactions and regulatory standards; SEC/SOX
Reviews and authorizes pending payments calculated by peer
Bachelors degree or equivalent work experience required
Must have a minimum of 5 years of experience working in the Medicare Supplement industry with extensive knowledge on Medicare benefit and payment rules and how they relate to supplemental benefits
Must have knowledge of product language and provisions with hands on experience with unique supplemental benefits such as private duty nursing, Lifetime Reserve exhausted benefits and foreign country travel
Minimum of 5 years of experience in claims adjudication

Insurance Regulation Director Resume Examples & Samples

Experience in providing technical regulatory advice to financial institutions
Sector knowledge from one of: General Insurance or Mortgage Broking
A wide network of senior client relationships
The ability to make new contacts, listen to their needs and interpret this to provide new opportunities to assist them
Ability to win new work, build our reputation and expand our service offerings to our clients

Tax-fs-direct Tax-insurance Resume Examples & Samples

ACA/ATT/CTA qualification or equivalent
Strong UK corporate tax and/or indirect tax background
Experience of working on both tax compliance and tax advisory assignments
Good tax accounting knowledge
An ability to communicate effectively both with clients and colleagues
A track record of delivering quality work for clients

Head of Product Management Insurance Resume Examples & Samples

Research and development of new initiatives for the insurance business to drive strategic growth while supporting the Macquarie Life proposition
Technical specialist tracking regulatory, legislative and other relevant industry changes, including the development of recommendations for responding to and implementing such changes
Thought leadership to internal and external stakeholders regarding topical market and profitability drivers impacting all parts of the business
Develop content and programmes that reflect the Macquarie Life proposition to the external audience through development and delivery of presentations at Dealer Group PD Days, as well as training and education tools for the national Sales team and advisers

BW Insurance Customer Service Agent Resume Examples & Samples

Bachelor's degree in business with emphasis in marketing preferred
Licensed in Property/Casualty or Life/Health insurance
Minimum of one year of insurance sales experience preferred
Knowledge of insurance products/services, organization, technical, functional, industry/regulatory
Ability to quote, complete applications and issue policies
Strong communication skills including written & verbal skills, listening & responding, information sharing, influencing and presentation
Strong organizational and negotiating skills
Strong personal computer, customer service, sales and problem solving skills required
Strong sales skills
Ability to work well in teams

BW Insurance Customer Service Agent Resume Examples & Samples

Participates in an aggressive business development program to market insurance products and services as well as providing quality service to existing policy holders
Functions as an insurance agent with primary responsibilities for identifying customer needs, providing products and services that meet those needs. Is Responsible for new and renewal business and general customer requests involving insurance policies
Assures the maintenance of life, health, and disability insurance files, including processing health insurance claims
Acts as a leader in activities benefiting the community, thereby raising the prominence of the agency in its market area
Initiates sales calls and assists sales representatives
May act in a lead or supervisory role, training less-experienced agents
Performs clerical duties; including but not limited to, using Microsoft office software, producing error free work, filing, envelope stuffing, photocopying, operating FAX machine, printing projects, data entry projects and general bookkeeping
Prepares, in conjunction with supervisor, an annual performance and development work plan with quarterly goals to support professional and personal growth
Has obtained, or is in the process of obtaining, insurance designation such as CISR, CPSR and ACSR
Minimum of five years or more of insurance sales experience
Excellent knowledge of company guidelines and prequalification of customer accounts
Demonstrated ability to grow book of business
Supervisory skills
Ability to train others

President of BW Insurance Agency Resume Examples & Samples

Participates in the formulation of strategic and annual business and financial plans including acquisitions, mergers, divestitures, and other business issues of significant impact
Provides direction and leadership in the development and communication of policies and goals. Delegates authority to ensure the values and culture support long-term business goals and effective utilization of human resources
Represents the Bank as appropriate in its relationships with major customers, suppliers, competitors, government agencies, professional societies and similar groups
Obtains and evaluates general and specific business conditions, and keeps executive management advised on such matters
Provides direction and leadership regarding product and market coverage including research, product development, marketing, pricing and operational activities
Participates in the investigation of opportunities for acquisition, divestiture, expansion, closure and/or merger in accordance with the Bank’s overall direction
Monitors markets, industries and competitive insurance agencies with potential acquisition or merger interest
Reviews operating plans, programs, capital and expense budgets submitted by subordinate units for adherence to established objectives
Reviews and appraises the results of the activities within the subsidiary. Takes or ensures appropriate remedial action as necessary
Assumes responsibility for carrying out operations in accordance with federal and state laws and regulations, securing professional counsel when necessary
Leads and manages a team of professionals across administrative, finance, sales and operations functions. Establishes performance goals, allocates resources and assesses annual performance for direct subordinates
Minimum of 15+ years of professional experience including leading a team and carrying out operations in accordance with federal and state regulations
Minimum of 10 years in a broad managerial role, including experience with managing through subordinate managers, generally Senior Vice President or Vice President level officers
Experience with driving strategic business decisions regarding opportunities for acquisition, divestiture, expansion, closures and/or mergers
Experience with representing an organization in its relationships with major customers, suppliers, competitors, government agencies, professional societies and similar groups
Experience with reviewing and appraising of the results of the activities within a business, and ensuring appropriate remedial action as necessary
Thorough knowledge of the financial services industry and property and casualty insurance marketplace, including products, services, and markets
Thorough knowledge of insurance agency functions including products, services, markets, policies, procedures, practices and documentation including accounting, financial statement and cash flow analysis
Thorough knowledge of accounting principles to understand balance sheet, profitability and asset and liability management issues
Bachelor's Degree required

Client Services Specialist Commercial Property & Casualty Insurance Resume Examples & Samples

Coordinate and support Day to Day service deliverables such as client inquiries and requesting policy endorsements from carriers within own workflow, or, in partnership with other Central teams as appropriate
Provide service to Willis Clients and interface with other internal Willis service teams using various systems and tools such as EPIC, WillPlace, etc
Maintain client relationships with assigned accounts, and support retention ratio at or above appropriate performance targets
Make program recommendations to existing clients to enhance coverages to match exposures
Identify, drive action on, and close on cross sell opportunities as appropriate
Actively partners with appropriate service team resources to resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies, and collections
Ensure compliance with all Willis and regulatory procedures such as WEM (Willis Excellence Model), SOX, and Surplus Lines taxes
Maintain performance to applicable client service standards and/or metrics
Identification and action on cross-sell opportunities
Conflict resolution, etc
Previous experience in a role that is client-facing or external stakeholder-facing is required
Property & Casualty (P&C) insurance knowledge/experience is strongly preferred. Previous work experience in a similar job function or with similar processes is very strongly preferred
Previous experience in a leadership role, whether formal, matrix or mentor, is a plus
Strong verbal and written communication skills to include phone conversation and email communication
Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace carrier online rating systems)

Actuarial Analyst, RBC Insurance, Mississauga Resume Examples & Samples

Maintain, update and enhance the economic capital model components in accordance with enterprise policy and standards
Assist in the development of methods and approaches to determining economic capital on a solo basis for elements of economic capital that are determined at the enterprise level (e.g. credit risk, operational risk, business risk)
Provide assistance as needed in enhancing and streamlining actuarial processes
Ensure integrity of the economic capital models and analysis tools
Provide actuarial support to other projects as needed
Bachelors’ degree (or higher) majoring in Actuarial Science. Other appropriate majors (e.g. Economics, Mathematics, Statistics) if accompanied with demonstrated knowledge of actuarial concepts
Sound knowledge of GGY’s AXIS modeling tool
Actively pursuing SOA designation

Global Insurance Marketing Manager Resume Examples & Samples

Play a leading role in creating best-in-class issue-based Insurance programs and executing cross-sector programs
Collaborate with the network of Insurance marketing and communications people at the Regional level; provide guidance, information and support to enable successful deployment of relevant programs
Maintain up-to-date knowledge on insurance issues, trends and long-term implications for EY’s brand strategy generally and its GTM approach in particular
Demonstrate the ability to work under pressure and to tight deadlines
Demonstrate the ability to manage several projects concurrently; demonstrate excellent time management and organizational skills
Assist in gathering client feedback to generate meaningful, actionable information that helps drive change and continuous improvement across the organization
Build relationships with Insurance leadership; help provide the marketing support required for go-to-market initiatives

Insurance Resume Examples & Samples

Current junior status
Excellent academic performance; a minimum of a 3.3 GPA
Excellent and demonstrated oral and written communication skills
Leadership role in extracurricular activities that have an analytical or teamwork-oriented focus
Current Juniors pursuing majors in Pre- Law, Communications or Business Administration
Previous work experience in a professional setting is a plus
Proficient with Microsoft Office software
Participation in extracurricular activities that have a civic or legal focus and/or aspects
Current Juniors pursuing majors in criminal justice, English, and/or legal studies

Fraud Investigation & Dispute Services Senior Insurance & Federal Claims Resume Examples & Samples

A degree in accounting or finance preferred
Substantial knowledge of PC-based tools, including databases (Access) and spreadsheets (Excel)
Professional and/or internship experience in fraud and forensic accounting, and/or a CPA, is preferred

Insurance Marketing Rep Resume Examples & Samples

Request supplemental data necessary and review WC experience modification
Prepare quality/complete submission
Forward to the markets

Insurance Client Center Supervisor Resume Examples & Samples

Assist Client Center Manager in meeting income and expense planning
Develop cross-sell programs for accounts handled in client center
Supervise associates of client center, including setting goals, training, education, progress and reviews
Maintains sound, efficient procedures to coordinate work assignments, provides timely services and meets internal operating standards
Service book of business as necessary
Review all expiration and monthly reports and be responsible for their completion
Six years agency experience in personal lines business
Organized with strong ability to prioritize
Knowledge of and/or ability to learn Insurance Service's automation systems

Insurance Actuary Resume Examples & Samples

Analysis, advice and insights that that will be delivered to the Insurance Leadership team and executives in order to drive business performance
Development of experience investigation infrastructure, protocols, process and linkage with monthly reporting
Conducting planning and forecasting of key financial KPI's for the insurance business
Conducting experience investigations, setting best estimate assumption and capital risk margins
Degree in Business, Commerce or Finance or equivalent
FIAA/FIA
Solid post qualification experience in a broad range of roles
Strong analysis and problem solving ability
Initiative and ability to quickly pick up new concepts
Ability to build solid stakeholder relationships

Insurance Lead Resume Examples & Samples

Expert knowledge and understanding of the banking and insurance proposition and market
Proven product development and implementation experience
Good knowledge of banking and financial services
Strong business acumen
Experience in managing and coaching successful teams in a matrix environment
Good knowledge of US, EU and other relevant regulatory environment
Understanding of macroeconomics
Budgeting and forecasting knowledge
Strategy, business development and quantitative skills
Excellent leadership, interpersonal, relationship management and presentation skils
Strong negotiation skills and ability to maintain effective relationships with key stakeholders in country and at regional level
Well-honed influencing and relationship management skills
Ability to integrate teams in a single cohesive unit across countries
Ability to work in a Matrix and Dynamic Environment
Ability to manage development and provide development opportunities to in country teams
Create and communicate a vision of the future and leads others towards it
Seek opportunities for innovation and improvement

Associate for Insurance Operations Resume Examples & Samples

Recommending measures to improve performance and increase efficiency
Provide assistance, through ServiceWorks, to resolve issues brought up by branch personnel
Supports the implementation of effective internal control practices, training and evaluation
Strong problem solving skills. Individual must plan, direct and coordinate risk and exposure reconciliation
Ensures commissions are processed and systems are maintained in accordance with generally accepted auditing standards
Works with management team to help evaluate and fulfill needs for new or improved financial information or help interpret and use existing financial information
Confers with management to identify, plan and develop methods and procedures to obtain greater efficiency, which includes the coordination of data processing functions between the group and the ISD department
Support the implementation of effective internal control practices, training and evaluation. Strong problem solving skills
Applicant must be self-motivated, challenge processes and have the ability to work without supervision
Rethink and reconfigure current processes, constantly strive to improve current process
Ensures processing is done in accordance with generally accepted auditing standards
0-2 years of financial services related experience, preferably in insurance
Ability to foster a cooperative work environment
Ensure team members meet productivity goals and timeframe benchmarks
Identifies and escalates opportunities for process improvement
Shares best practices to improve team productivity with group
Seeks ways to improve individual productivity
Completes work in a professional format and appearance
Ability to assess and respond to problems when needed in a proper timeframe
Possesses a good knowledge of the financial services industry
Ability to review and prepare billing reports
Ability to follow short and long-range goals
Must be able to write clear and concise memos and other written documents
Excellent verbal communication skills (listening, provide feedback and facilitate group communication)
Ability to work with team members located offshore as well in other states

Senior Project Manager Data Driven Products for Insurance Resume Examples & Samples

7+ years of project management experience with demonstrated record of managing multiple, complex projects
Proficient with project management and communication tools: Visio, PowerPoint, Excel
PMI certification preferred
Lean Sigma MBB certification a big plus
Microsoft Office proficiency
Experience in working with LN Risk products and systems a plus
Manage full end to end delivery of assigned project(s), people and process. Develop and manage project plan as required
Deliver assigned projects on schedule aligned with the critical needs of the business vertical
Proficient in all aspects, identifying, analyzing, tracking and monitoring, of the Project Management Body of Knowledge: Scope, Time, Risk, Cost, Quality, Human Resources, Communication, Procurement and Integration
Construct the Work Breakdown Structure for the project; demonstrate proficiency in using project management software tools
Maintain ownership of and accountability for the project schedule
Provide periodic status reports to management regarding the project
Manage all relationships necessary for a successful project team
Maintain ownership of and accountability for the project and/or program schedule
Provide guidance to other RISK teams across various organizations on project management as requested
Negotiate with first line engineering managers for project resources if required
Represent Program Management in cross-functional teams within the LexisNexis RISK Solutions organization
Ability to travel and manage project development across a geographically diverse engineering organization
Identify and make recommendations for improvement to existing processes and procedures
Execute according to GTM and SOX guidelines if applicable
Ability to negotiate and communicate with sales, marketing, customer service, billing, royalties and testing organizations and personnel
Lead efforts focused on identifying, scoping, and prioritizing continuous improvement projects that align with the unit’s strategic plans
As needed, act as change agent to foster a customer-centric, quality-oriented culture via LEAN concepts, while driving measurable business improvements
Provide expertise and share best practices regarding assigned tools & methodologies, project management and team leadership. Support ongoing LEAN certification efforts if applicable, acting as a mentor/coach to candidates during their certification process
Bachelors degree or equivalent experience 7 years of project management experience
LEAN/Six Sigma Black Belt certification, or equivalent work experience in deploying collaborative problem-solving techniques in an impactful way; Lean Sigma MBB certification a plus
Ability to identify and scope process improvement opportunities through financial, statistical, and logic-based analysis
Strong interpersonal and relationship-building skills; demonstrated executive presence
Track-record of working with and through colleagues at all levels
Ability to operate independently; a self-starter who can define and manage their specific day-to-day work efforts Works effectively with diverse, cross-functional and multicultural teams
Strong facilitation, oral communication, and written communication skills
Strong business acumen. PC proficiency in Microsoft Office (including Word, Excel, Access, PowerPoint, and Visio) Experience in working with LN products, systems a plus
Ability to promote teamwork and work in cross-functional teams. Ability to work collaboratively in a cross-cultural environment

Senior Product Manager Digital Marketing Solutions Insurance Resume Examples & Samples

Create and implement product vision, direction, and business plans, including product plans, product migration and evolution, and product life cycle and retirement
Develop conceptual and evolutionary product plans that meet measurable benchmarks of customer satisfaction and will exceed customer expectations for flexible and exciting functionality and user interface. This includes managing expense budget plans, developing business cases, identifying and assessing business opportunities and determining strategic fit conditioned by technical feasibility
Identify, develop, and manage contractual, technical, and consulting relationships with strategic partners and providers, including joint ventures and subsidiary relationships and projects
Gather, validate, and evaluate product/market requirements through market and customer research, competitive and product research. Develop functional specifications for assigned product features to include effective product and user interface design, rapid prototyping, product validation testing, and usability testing, while ensuring that the product strategy is adhered to throughout the product life cycle
Develop and deliver materials to the appropriate marketing and sales organizations which convey the purpose and details of the product, definition of its user, benefits to the customer, customization capabilities, and competitive comparison
Manage the ongoing life cycle responsibilities for business products
Determine appearance and function of new products
Evaluate new functionality that should be applied to existing products
Monitor the release process and placement of new products or enhancements in a release
Analyze product management and financial reports, identifying and reporting on trends and issues on a daily/monthly/yearly basis
Track product unit, revenue, cost, and profitability performance, including monitoring of current year production versus budget and prior year
Set, monitor, and maintain customer product rates
Participate in the preparation of annual revenue and cost budgets for assigned product(s)
Monitor customer forecasts and production volumes
Conduct market share and product participation analysis, addressing issues as identified
BA/BS minimum; MBA or equivalent preferred
Min 7 - 10 years of experience in a product marketing function, preferably in an electronic information industry or publishing, managing digital marketing technologies including Data-Driven Marketing, Marketing Automation, Interactive Content, SEO, PPC, social media, email, and mobile
In-depth knowledge of product development and evaluation processes
Provide mentoring and leadership skills to others in the organization
Broad knowledge of the field with strong leadership skills
Demonstrated expertise with problem analysis and solving
Demonstrated ability to manage changing and multiple priorities
Excellent organizational and documentation skills with attention to detail and accuracy
Demonstrated ability to work and to meet deadlines in a fast paced and challenging environment
Ability to achieve and maintain positive rapport with diverse customers to give them high quality, responsive service
Excellent judgment and discretion

Insurance Account Director Resume Examples & Samples

Meet or exceed monthly and annual revenue objectives
Develop and implement plans which identify sales strategies, assess revenue potential, and outline targeted activities to maximize revenue opportunities and penetrate market with LNIS products and solutions
Develop clear and thorough sales plans for each of the assigned accounts detailing all relevant information about an account, its markets, and its specific LNIS history so that you can strategically target your efforts to determine additional product or solutions LNIS can provide
Create and implement effective account/territory plans that include; developing and implementing a sales strategy considering new business growth, managing all resources necessary to drive new business; forecasting revenue; developing key contacts and business relationships within a new account including influential individual and high level decision makers
Degree level education or equivalent
Strong background of proven sales experience in a data or professional sales environment related to the UK general insurance industry
Strong oral and written communication skills as well as presentation skills
Strong organizational and forecasting skills
Understanding of the corporate and/or professional research process and have the ability to quickly develop an in depth understanding of LNIS products and services and how they apply to the customers needs
Demonstrate outstanding networking capabilities and exhibit a professional demeanor, business maturity, and technical (PC and applications) knowledge
This position requires frequent domestic travel and occasional international travel

Business Analyst, RBC Insurance, Mississauga Resume Examples & Samples

Understanding of various software development methodologies, such as Iterative, Waterfall, Agile, etc
Requirements planning including stakeholder analysis and effort estimation
Requirements elicitation techniques – document analysis; interviews; facilitating workshops; job shadowing; reverse engineering; prototyping, determine measurement of the problems and oppurtunities that the project is to address
Requirements analysis and documentation – Business Process Mapping and Business Context Diagraming technique(s), Root Cause Analysis, Fishbone Diagram, SWOT, Functional Decomposition, Scope Modelling, COTS Feasibility Assessment, traciblity for scope validation and gap analysis, requirements risk assessment
Requirements management and communication – requirements walkthroughs; scope and change management; configuration management
Conflicts and issues resolution and escalation
Knowledge of requirements documentation and modelling tools (e.g. Word, Excel, PowerPoint, Visio)
Strong oral, written, communication and presentation skills
Business line(s)’ business processes
Business domain
Factors affecting business process efficiencies
Best practices in application usability
Relevant college or university degree
Related work experience – 2 to 4 years experience (eg operational experience and general business acumen)

Insurance / Healthcare Representative Resume Examples & Samples

Understands internal processes and tools
Computer proficiency
Problem solving skills
Experience in a phone based remote role
Knowledgeable in call routing and case management processes as well as case logging systems and obligation systems

Insurance / Healthcare Supervisor Call Center Resume Examples & Samples

Supervise a team of team of regular and contingent workers
Serve as a resource for benefit and salary administration
Recruit, hire and train new staff members
Manage annual review process and performance management
Monitor team members progress toward goals
Ensure process are procedure are document and reviewed/update don a regular basis
Resolve/monitor routine to complex customer and employee escalation as appropriate
Act as a point of escalation for team and seek advice on complex business issue if necessary from direct manager
Review production report as required to support processes and interpret date to identify trends
Monitor service level agreements
Provide production date to upper management
Payroll/time reporting management
Solid people management ability (Teams of twenty or more)
Creating an environment that is conducive to high performance and individual growth/development
Bachelor’s degree in Insurance, Healthcare, or related field or equivalent work experience
Typically 6+ years of relevant experience. Strongly prefer Medicaid policy experience; Medicare knowledge would also be helpful
Demonstrated people management capability, including more complex administrative tasks
Working knowledge of corporate organization and policies
Demonstrated skills in project management, analysis, communication, scheduling, controlling, and presentation
Ability to develop, measure and present individual and team goals
Ability to assign and monitor tasks
Ability to proactively and effectively manage risk
Strong ability to resolve complex business issues
Impact 360
Avaya CMS Supervisor
NICE call recording
Knowledge of ticket management systems- Service Manager
MMIS

Insurance Case Specialist Resume Examples & Samples

Receive and review all incoming insurance applications for missing paperwork/documents
Follow up to receive, review and track any items that were missing or incomplete from the original submission
Document initial activity on a case within our Agency Management System, including what is required, who will obtain the requirements and when we should follow up on the case again
Communicate to the agent any outstanding requirements on new applications, supplemental documents and policy delivery requirements
Receive and review all new policies for accuracy prior to releasing the policy to the agent for delivery
Respond promptly and courteously to vendor, Line of Business and Agent needs
Follow up with General Agency, Line of Business and or agent to ensure all policy delivery requirements are received in good order and forwarded to the carrier or we receive verification that the client has decided not to accept the policy
Verify underwriting requirements and document in Agency Management System for any paramed exams that are indicated as carrier requirements or requests
Submit the application and all pertinent information to the carrier the same day the application packet was received
Maintain check logs and mail logs documenting same day activity
Maintain daily fax and email application mail boxes for new applications and documentation
Submit all variable applications or SPIA’s to the Principal Review Desk for suitability review prior to sending to the carrier
Submit any supplemental or missing items to the carrier and update our Agency Management System
Send the policy to the agent to deliver, making sure to communicate what must be returned to the carrier to place the policy in force and any time deadlines for placement
Forward all policy delivery requirements to the carrier and document our Agency Management System
Create an electronic file within the Agency Management System to properly track the progression of the case
Create an electronic documentation file through the Business Management Processing System for all documents received from initial application process through receiving policy delivery requirements needed to place policy in force
Cross reference any cases that may be related or impact another case for proper documentation and to avoid duplication of files
Insurance license, Series 7 and 63 preferred
Insurance and/or financial service experience preferred
Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. Prior experience with AgencyWorks software would be beneficial

Senior Insurance Licensing Specialist Resume Examples & Samples

Complete the administrative detail and paperwork related to the insurance licensing of all new trainees, transfers and present employees for both resident and non-resident licenses and ensure that the agents are added to the firm’s state licenses as required
Complete the administrative detail and paperwork related to the agency insurance licensing of the firm and branches and designated agency officers
Process all insurance appointment paperwork, follow up to ensure that appointments were effected, and track appointments on the A&I system
Maintain all aspects of the A& I system relative to licensing and appointments to ensure that the firm is accurately tracking such information; generate periodic reports as needed
Handle all details relating to the renewal of agent insurance licenses and insurance company appointments and ensure that we receive copies of renewed licenses from all employees
Process invoices/fees for all insurance licensing expenses
Cancel agents’ appointments and affiliations when they terminate employment with the firm
Keep current on new rules/regulations/procedures established by the states and/or insurance companies in order to work with the Registrations Manager to adjust firm policy and procedures as necessary
Work closely with the insurance/annuities product managers and operations personnel to ensure that the list of companies with whom we do business is kept current and that we are licensing and appointing the appropriate employees
Work with insurance-licensed employees to ensure that name and/or address changes are effected as required by the states
Respond to insurance licensing/registration questions from firm employees and communicate rules, regulations and firm policy as necessary
Update and maintain the State Help Guide
Coordinate large scale registration projects as required and assist with conversions
Prepare the monthly insurance credit card expense for the Accounting Department
Assist Product Manager and Insurance Services on any new selling agreements
Work with the Registration Manager to revise the firm’s policies and procedures as necessary
Act as a backup for other licensing specialists
Submit licensing check requests as needed
Four years industry licensing/registration experience
Meets the requirements of the Registration Department core competencies: communication skills, customer service orientation, technical knowledge and teamwork
Uses initiative to determine and act upon new approaches to resolve problems and meet objectives
Ability to coach/train others
Demonstrates great attention to detail and accuracy
Has ability to organize and prioritize workload
Multi-task oriented
Excellent follow-up skills
Bachelor’s degree or comparable industry experience
Working knowledge of MS Office, specifically Microsoft Word and Excel
Based on market capitalization, RBC is the 12th largest bank in the world and the sixth largest in North America. (Bloomberg as of August 2014)
RBC employs more than 79,000 employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries

Customer Delivery Executive Insurance Bpo Resume Examples & Samples

Leads and manages Dell Service Delivery Management personnel responsible for the delivery of contracted services to customers and meeting financial commitments
Effectively manages LOB (Line of Business) and the P&L (Profit and Loss) across one or more accounts
Mentors team members on delivery management best practices and process improvement opportunities
Account assignments and asset responsibility smaller in scope (smaller dollar value and smaller accounts)
Manages and controls expense for the organization while ensuring resource optimization
Ensures team achieves performance and customer service metrics
Responsible for delivering in a highly matrixed global delivery model
Responsible for assigned customer relationships and delivery for small to medium engagements with revenue up to $5m

Insurance Business Analyst Senior Consultant Resume Examples & Samples

This position will involve a high degree of interaction with C-level representatives of insurance company clients. Client management, relationship building/management, and consulting skills will be necessary for success. Clear and accurate communication both with customers and internal Dell team members will be quite important, as this role will act as a bridge between client, business and technical architecture team
Understand and apply principles, concepts, theories, technologies and standards of the insurance field to lead program or process development and implementation
Lead RFP/RFI and go to market strategy documentation and provide presales support
Interact and communicate with CXO level stakeholders to develop innovative solutions, systems and products to support both Dell and client objectives. Builds external alliances with customers and industry experts to gain and share information and industry trends. Applies thought leadership in shaping long-term strategic direction and reputation of Dell
Use knowledge of technology, service oriented architecture (SOA), business process management (BPM), and architecture frameworks

Insurance Customer Care Voice Senior Associate Resume Examples & Samples

Handling inbound customer service phone calls from agents and policy holders
Processing customer requests for both financial and non-financial processes. Provide front-line phone customer service to policyholders, beneficiaries, agents, and internal customers
On average, a typical day will likely involve fielding in-bound calls 50% of the time, and processing duties 50% of the time. There will likely also be days where the mix is 90% phones and 10% processing
Ensure customer satisfaction and strive to assure that service standards are met
Develop and maintain a solid working knowledge of the insurance industry and of all products, services and processes performed by the team
Collaborate with management or other team members as appropriate to proactively address service and processing issues and concerns
Required schedule for this position is Monday-Friday 8:30 am or 9:00 am start time to 6:00 pm end time
3+ years of previous customer service based experience required
1+ years transaction oriented processing experience required
Must be able to communicate effectively (both verbal and written) and provide professional customer service. Must have the ability to read, analyze, and interpret general business communications. Must be able to compose effective business correspondence
Must be proficient in Microsoft Office products including Word, Excel, and Outlook. Must have good keyboarding skills
Ability to problem-solve and manage multiple priorities
High school education or GED required
Previous insurance experience desired
Previous call center experience desired
FLMI or other LOMA certifications desired

Business Systems Senior Analyst Insurance \ IT Resume Examples & Samples

Provides cost effective business systems and applications analysis in support of the development and implementation of business (insurance) applications. Includes evaluation, analysis, documentation of requirements, translation into proper system requirement specifications and configuration
Formulates and defines systems scope and objectives based on both end-user needs and a thorough understanding of business systems, applications and industry requirements. Conducts business process analyses, needs assessments, and preliminary cost/benefits analyses in an effort to align information technology solutions with business initiatives. Provides input on processes, procedures, or new approaches
Operates as a liaison between technical personnel and the appropriate end-user department. Evaluates and translates end user needs and problems to technical associates and/or vendors where appropriate. Ensures that documentation is updated when change requests are approved for the project
Solicits, develops, documents and manages requirements and provides detailed design and business rules to support the requirements throughout project life cycle up to and through change control
Teaches end users new technology and enhancements using all appropriate communication tools as well as providing support for existing system. Creates, reviews and delivers end-user documentation (user guide, process flow charts, and training materials) and training for accuracy
Reviews system test plans and system tests modules before implementation. Works with the user to select or create appropriate scenarios to test all results to determine whether system changes met project specifications; uses scenarios to assist the end user in acceptance testing
6 or more years of relevant experience as a business analyst (or similar) in a high tech environment or equivalent combination of education and work experience required
Previous experience gathering business requirements and writing business documents/functional specifications required
Knowledge of system development methodology, project management, and system architecture required
Analytical/problem solving skills required

Business Systems Senior Consultant Insurance Practice Resume Examples & Samples

Responsible for providing domain consulting to various engagements for Insurance customers in the areas of both Life and P&C
Should have very good knowledge and experience about Digital Transformation, and the use of Digital in the Insurance industry
Support the Practice Lead in the UK and EMEA Geo in pre-sales activities including presentations to customers and support in lead generation
Will play an important role in supporting definition and delivery of consulting assignments
Assist in the delivery projects, when required Act as an important conduit between the customer and our program management and delivery teams in managing requirements
Help in maintaining existing relationships, when required and support existing customers with domain inputs
Work closely with our large account teams to identify new opportunities that are domain centric
Help define the value proposition and differentiation to make inroads into new accounts
Identify product and service partnership opportunities critical to integrated solution delivery
Create industry and practice knowledge, publish in leading business research, develop position papers and white papers, and participate / present at industry conferences
Excellent problem solving, communication, and client management skills are essential. This role requires strong leadership skills and demonstrated capabilities of being a thought leader. The candidate must be able to work in a dynamic, entrepreneurial environment, and be high on Drive, Initiative, and Self Confidence
Candidates must have a proven record of building and maintaining relationships at senior (CXO and CXO-1) levels. They must be comfortable presenting to C-level executives, and senior business and technology leaders, and must be persuasive and influential
Should be able to conceptualize, analyze, and create blueprint for business transformations and present solutions in the insurance domain
This UK based advisory role will involve frequent client interaction, requiring travel within UK as well as Europe/India, therefore prior experience of UK/European market is required
Extensive years of prior experience with an Insurer. The person must have done consulting assignments and built strong customer relationships
Extensive years of IT experience in handling domain / pre-sales / business support in the insurance domain, having worked in a reputed IT company with offshore operations

Business Systems Analyst Insurance \ IT Resume Examples & Samples

Entry-level position to this job family which provides cost effective business systems and applications analysis in support of the development and implementation of insurance administration business applications
Analyzes business and user needs, documenting requirements, with the guidance of a senior associate
Collaborates with others to achieve objectives based on both end-user needs and an understanding of business systems, applications and industry requirements
Operates as a liaison between technical personnel and the appropriate end-user department
Evaluates and conveys information in a concise and professional manner
Conducts business process analyses, needs assessments, and preliminary cost/benefits analyses in an effort to align information technology solutions with business initiatives
Considers the business implications of the application of technology to the current and future business environment
Creates, reviews and delivers end-user documentation (user guide, process flow charts, and training materials) and training for accuracy
Works with the user to select or create appropriate scenarios to test all results to determine whether system changes met project specifications; uses scenarios to assist the end user in acceptance testing
Ensures that documentation is updated when change requests are approved for the project
Works with a team to support achievement of project milestones and delivery on internal and/or external commitments

Insurance Accounting Team Lead Resume Examples & Samples

This role will work with complex rule based accounting transactions within the insurance domain (mainly life/annuity)
Ensures accurate and timely completion of insurance industry premium payment transactions to meet or exceed client Service Level Agreements. Identify and resolve both regular and non-routine problems. Collaborates with others to achieve objectives and ensure information flow
Apply insurance industry accounting domain knowledge to undertake problem solving
As a team lead, help to coach, motivate, and guide other team members. Assist team supervisor by overseeing the day-to-day activities of a group of employees. Balances the workflow/workload within the team by delegating work to team members
Work on preparation of Standard Operation Procedures, and documentation for process transitions
Improves efficiency, quality and service of ongoing work. Utilizes best practice processes around work assignments, project management, and quality of output while maximizing overall team performance

Claims Insurance Operations Associate Health \ Disability Resume Examples & Samples

Interact with customers and internal departments to resolve issues to accurately support the claims set-up and adjudication process. Enter new claims into the system. Follow up on missing information with beneficiaries, policy holders, or agents
Determine claim processing protocols and apply the correct policies to the claim. Properly identify claims based on your knowledge of covered benefits, insurance and provider contracts
Integrate and use knowledge and experience to support health claims team. Apply understanding of principles, theories, and concepts as well as related knowledge to solve problems and deliver solutions
Take incoming phone inquiries from beneficiaries, policy holders, or agents to provide claim status, and explain any necessary actions required to move claim to next step. Average daily call volume 25-30 calls

Avp Insurance Operations Resume Examples & Samples

Maintains updates to flowchart of procedures bi-monthly and reports changes
Demonstrates excellent understanding of IAI technological systems and job functions
Collaborate with other departments/ areas to identify opportunities for efficiency
Foresees impacts of changes in department and throughout other departments in the organization
Coordinates and communicates information necessary to maintain efficient processing both internally and externally
Provides standard frameworks and procedures with IAI Sales and Case Management to ensure high levels of cooperation and responsiveness on pending applications and commissions
Provides regular reporting of key metrics and forecasted to senior management
Displays high level responsiveness on all escalated cases including those where management contact has been requested. Minimal guidance on high profile advisor may be needed
Coordinates effectively with internal and external leaders in the organization and other levels of leadership to meet departmental goals
Ability to communicate technical information to non-technical audiences
Directs Operations and Commission processes to ensure quality and efficient service are maintained on all insurance applications prior to forwarding to our insurance carrier partners
Manages team to ensure service levels are met, a positive customer experience, and staff engagement
Coaches individuals and teams to develop thorough application processing knowledge and develops all staff to ensure quality case processing knowledge and positive service level experiences with internal and external customers
Oversee all outsourced vendors used in application processing to ensure service levels are met and staffing is adequate for volumes
Establishes and monitors individual and team goals
Directs Post Issue processes to ensure quality and efficient service are maintained on all insurance cases from approval to inforce status
Supervises pending cases in post issue to ensure thorough timely issuing of policies, processing of delivery requirements, and proactive communication to ensure placement of policies with the carriers
Demonstrates effectiveness in maintain targeted resources needed to meet incremental business volumes of IAI
Provides timely reporting of actual business volumes, determines resource needs and makes recommendations to meet future needs based on 90 day forecasting on a regular monthly basis
Actively participates in Monthly Resource Planning meetings to assure Case Management & Operations have adequate staffing
Participates in the recruiting and hiring process

Insurance Accountant Resume Examples & Samples

Accurately and timely compiles, retrieves (via mail, e-mail, web extracts) and sorts documents such as statements and checks
Codes, records and enters data (deposits, commissions, payments) for input to database system according to company procedures
Verifies and records detailed transactions, such as funds received and disbursed and records total accounts to the appropriate system
Records journal entries and balances applicable general ledger accounts
Prepares and generates account statements, reports and other records and reviews for accuracy
Reconciles report discrepancies and problems. All reconciling items are to be researched and resolved within one month of appearing on the reconciliation
Monitors timely receipt of documents/checks. Contacts client/vendor to find out the status
Investigates problems with client/vendors regarding discrepancies or non-payment. Contacts account manager and/or consultant to assist in a resolution
Communicates with account managers regarding policy setup and/or renewal information
Updates and maintains documented process and procedures. Look for opportunities to streamline or make more efficient. Share these ideas with team members and manager for agreement of hte change and put into place
Audits Commission Expected/Not Received and Commission Amounts Verification reports, as directed
Process ACH requests
Supports monthly financial reporting process required for Corporate reporting
Coordinate work flow to other team members to balance time management
Answer questions regarding process and procedures
Backup to Insurance Accountant II or Supervisor as needed

Sales Support Representative, RBC Insurance Resume Examples & Samples

Initiate and respond to calls from producers and provide product and administration support as required. Takes ownership and accountability in resolving customer inquiries and issues. Determines appropriate action for complex issues, both internally and externally, with minimal management involvement. Proactively recommends solutions and ideas when resolving problems
Assist Sales Consultant with analyzing brokers’ blocks of business and identifying opportunities for additional premium. New Business: Manages all requirements of the new business process from quoting, contracting and application submission
Provide education and training to producers and their staff on running quotations, application completion, product information and RBC systems
Provide marketing support to Sr. Sales Consultant – develop kits, letters, presentations, etc. Assist with revenue generation activities specific to each MGA strategy
Establish relationships with the key staff of brokers. Assists in new producer set-up including proactive calling and follow-up
Work closely with internal partners to provide seamless service to brokers

Product Manager Packaged Retail Insurance Resume Examples & Samples

Taking ownership and responsibility for issuing of communications that are customer-centric, compliant and clear, concise and effective and insurance related disclosure document content
Manage product margins and profitability for the retail packaged in super insurance book of business in line with strategic plan assumptions
Accountability for pricing reviews for the portfolio
Contribute to the compliance certification process
Lead the market in providing advisers with the information and support they need to maintain their clients
Contribute to and inform on-sale product design changes that support future value creation opportunities and drive better retention outcomes for the insurance book

Insurance Industry Associate Partner Resume Examples & Samples

Bachelor's Degree
At least 5 years experience in solutioning and leading multiple projects across geographies and acting as a professional advisor to project teams
At least 5 years experience in delivering complex platform transformation projects installing components or multiple components of a customer engagement platform
At least 3 years experience in leading distributed teams across business and technology functions to design, delivery, and deploy new business processes and complex technologies
At least 3 years experience in demonstrating the successful ability to integrate into a complex matrix based organization
At least 3 years experience in demonstrating the ability to solution, sell, and deliver complex engagements
At least 5 years experience in the Financial Services Sector: Banking, Insurance and/or Financial Markets
At least 5 years experience in understanding marketing platforms (IBM + non-IBM); and understanding key Cloud and On-Premises systems
English: Basic knowledge

Insurance Team Leader Resume Examples & Samples

The ability to demonstrate a positive track record of leading a team of driven operations executives and customer service professionals
Experience in setting and exceeding KPI`s through excellent leadership, coaching, communication and influencing skills
Industry exposure to non-life insurance would be an advantage, however not essential. Financial services industry professionals will be looked upon favourably
Commitment to ensuring the highest level of compliance customer service, satisfaction and impartiality
Applicants must be able to speak flurnt Italian

Insurance Marketing Specialist Resume Examples & Samples

Case Consultation with Estate Planning Specialists and Investment Advisors – Mid to HNW markets
Provide the Toronto Marketing Team support on French language translation and back-up support
Interaction with Insurance Companies on in force/special quotes
Some Traveling to RBC Branches/suppliers required for this position (within Canada/drivers license/car needed)
Staying current on insurance sales concepts/techniques while also assisting with the development and implementation of plans to drive sales initiatives
Outstanding communication skills and public speaking skills (interactive style) with excellent command of the English and French language, both written and oral is mandatory
Life Insurance license - Quebec and non-resident LLQP
5+ years’ experience in insurance industry
Effective business writing skills and the ability to translate insurance “language” to plain English/French

Associate Analyst Insurance Resume Examples & Samples

Tertiary qualification in Accounting, Finance, Actuarial, Quantitative or related discipline, with a strong academic track record
Relevant experience gained in Industry Reporting, Investor Relations, Funds Management or Consulting environment
Demonstrated knowledge of the sector (Insurance, Wealth Management, Diversified Financials) from either working directly in the industry, in an advisory or market analyst capacity or from professional services focusing on the Insurance, Wealth Management, Diversified Financial sector or Equity Research
Be highly numerate with exceptional financial analysis and modelling skills, a strong understanding of valuation techniques is essential
Display excellent written and verbal communication skills, with the ability to communicate ideas succinctly
Present the initiative to help build a quality product and be willing to work the hours to achieve your goals

Director & Actuary Group Insurance Resume Examples & Samples

GAAP, statutory and tax reserve calculations for group products
Experience studes and assumption setting for use in valuation
Reserve and cash flow projections for use in forecasts, AAT, and other analyses
Maintaining and enhancing the control processes around the valuation process, including controls for calculation, booking and model creation and updates
Coordinating reserve reporting with Finance and Coprorpate Actuarial
Analyses of reserves and actual earnings

Insurance Regional Sales Director Internal Wholesaling East Division Resume Examples & Samples

Make proactive telephone calls to drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors. Influence financial advisors choices using a consultative sales process. Partner with Regional Vice President (RVP) to develop a business plan, manage a territory, and drive to regional goals and objectives. Answer and convert inbound calls from the territory into additional opportunities to drive sales. Build and maintain relationships with internal and external business partners
Prioritize and manage daily, weekly, and monthly workload. Effectively record sales activity and opportunities in order to maximize territory results
Extensive knowledge of insurance products
Sales experience and high energy

Insurance Biller Resume Examples & Samples

Reads and understands insurance documents in order to process accounts
Processes Agency Bill billings including endorsements, audits, cancellations, extensions, new accounts, renewals, reports and fees
Prepares and mails installment invoices
Records, stores, and maintains accounting information in either written form or by electronic filing system
Researches account information to complete accounting activities related to billing and communicates that information to field offices, clients or carriers as needed
May generate account statements, reports and other records and handle paperwork and perform day-to-day administrative tasks
Reconcile/Resolve outages to the Ledger caused by the billing process
Mandatory work dates: Last 2 days of the month, last 3 days of the quarter end, and Dec 26-Dec 31st. These days may require OT. Over time is paid time ½
Flexible start times: 7AM-9AM. ( 40 hours per week with exception of above OT)
Knowledge of Accounting and bookkeeping principles and practices
Knowledge of administrative and clerical procedures and systems such as word processing systems, filing and records management systems, and other office procedures and terminology
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
Knowledge of principles and processes for providing customer service including quality service standards
Ability to find and identify essential information
Ability to structure or classify multiple pieces of information
Ability to read and understand work related documents
Ability to perform basic mathematical functions using a calculator or computer
Strong oral and written communication skill needed
The ability to correctly follow a given rule or set of rules or instructions
The ability to quickly and accurately compare letters or numbers
The ability to apply general rules to specific problems to come up with logical answers
The ability to concentrate and not be distracted while performing a task over a period of time
Ability to work in a team
Ability to work under stress or time constraint

Asset Management Global Insurance Solutions Resume Examples & Samples

More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
Support development of insurance content including quarterly papers and webcasts to facilitate understanding of insurance issues both within the company and with the company's clients, covering
Provide client advisors a complete understanding of insurance company
Business level German language skills (both verbal and written) – the candidate must be comfortable presenting to clients in both German and English
Working knowledge of investment, corporate finance and capital markets theory, financial management and economics, statistics and/or econometric theory
Experience in capital markets, asset management, risk management, actuarial, mathematical, and/or statistical methods and theories
Strong quantitative skillset with proven experience of model development in a relevant programming language (e.g. Matlab, R, C++, C#)
Excellent communication skills to explain complex concepts to management
Subject matter expertise and empirical model building with key insurance modeling platforms

Mobile Architect Insurance Resume Examples & Samples

Proven experience as Architect in the insurance industry, either as IT-Architect with a technical focus or as Business-Architect with focus on business aspects. For both specializations the ability to work and communicate across the IT and Business domains is required
Profound experience as lead Architect in complex custom application development, application modernization or application integration projects/programs in the insurance industry
For the IT-Architect specialization a deep and profound understanding of “state of the art” JEE based distributed architectures, as well as a basic understanding of legacy architectures is required
For the Business-Architect specialization a profound understanding of insurance industry models, processes and application landscapes is required
An excellent understanding of OO and SOA based methods
Address and discuss the architecture with all stakeholders on the right level (e.g. steering board, developers, business users, etc.)
Lead heterogeneous teams in complex project situations
Gather and prioritize Business Requirements and to transfer them to the IT domain
Will successfully combine analytical skills, intellect, communications skills, deep insurance industry understanding and expertise with drive, enthusiasm and proven experience
Track record of creating enduring client relationships and leading teams based on trust, technical excellence, industry knowledge and successful project delivery
Willingness to commit significant amount of time to develop themselves, and other individuals, teams, and the architecture community within IBM
Willing to work across Europe with some international travel
At least 3 years experience in Proven experience as Mobile Architect in the insurance industry, either as IT-Architect with a technical focus or as Business-Architect with focus on business aspects
At least 3 years experience in Profound experience as lead Architect in complex custom application development, application modernization or application integration projects/programs in the insurance industry
German: Fluent

Pricing Analyst Insurance Resume Examples & Samples

Ability to develop and apply pricing capabilities including methodologies, assumptions and pricing models
Ability to interpret and analyse relevant data to identify issues, trends and emerging problems
Strong analytical and financial skills
Solid communication skills, both written and verbal
Ability to maintain strong relationships with internal stakeholders
Ability to work as part of a team and contribute to enhanced teamwork

100

Insurance Knowledge Manager Resume Examples & Samples

A graduate degree or equivalent work experience
At least 5 years+ business experience including significant experience of working in a knowledge management role
Strong executive presence - able to interact with senior level executives and build and maintain strong, trust-based and credible relationships
Excellent project management skills and ability to get things done in a fast-paced environment with a diverse group of stakeholders and interested parties
Experience of managing projects or teams involving geographically dispersed professionals would be an advantage
Excellent verbal and written communication skills – including ability to display a range of communication approaches for diverse community needs
Confident, credible and enthusiastic team player
Ability to adapt to a constantly changing and growing business environment and to work effectively in a global environment
Experience of a professional service firm or client serving experience is an advantage
Knowledge of the financial services industry an advantage but not critical
Understanding of the use of social tools in an enterprise environment required; experience would be an advantage
Experience of SharePoint 2013 an advantage but not required

101

Insurance Operations Administrator Resume Examples & Samples

Refering requests or requirements to external medical providers
Processing changes to existing client records
Processing correspondence relating to underwriting of new insurance business
Initiating follow ups to clarify information on client requests

102

Insurance Risk Control Representative Czuw Resume Examples & Samples

Evaluate safety programs for completeness, effectiveness and current “best practice” and/or regulatory compliance
Develop safety policies and procedures designed to address risk exposures and reduce occupational injury and/or insured loss potentials
Conduct audits of current safety policy and safety training to assess effectiveness and compliance to regulatory standards and/or industry best practice
Develop and deliver safety training to client company management and employees designed to address and reduce loss potentials
Research and report new methods for risk control and occupational safety

103

Manager Student Health Insurance Plans Resume Examples & Samples

Managing the day-to-day operations of the Student Health Insurance Office
Engaging with internal and external constituents and key stakeholders throughout the University
Providing education and communication to USC’s diverse population of students, parents, health center

104

Network Security Engineer Insurance Perimeter Resume Examples & Samples

5 years of experience with implementing and maintaining Sourcefire IDS/IPS, Qradar SIEM, NetWitness, Arbor Networks, Radware DefensePro, Check Point firewalls, or other security technologies
Experience responding to denial of service attacks and identifying traffic anomalies in real time
Experience creating complex IDS signatures to meet new and emerging threats
Solid understanding of TCP/IP and related concepts
Experience with scripting, Perl, Java, Python or other programming languages
Demonstrable experience with basic Linux and windows OS
Minimum certifications include SANS-GSES, CISSP, SANS-GCIA
Well seasoned Information Security / Network Security technologist
Hands on experience with DOS / DDOS detection, analysis and mitigation
The ability to balance the needs of the business with the need for security
Willing to think creatively and try new solutions
Troubleshoot, diagnose and resolve complex security issues
Provide support on IDS/IPS by tuning rules and IDS signatures to meet new and emerging threats
Provide support on Qradar SIEM by creating and tuning rules for offenses and alerts
Investigate events and offenses, and collaborate within the team and with other teams
Perform research and provide direction on preventing new and emerging threats
Perform analysis of malicious code and provide direction and protection
Help to develop response processes, rules and alert notifications
Provide communications to management on the threat/risk profile of BB&T’s network and data
Install, configure and maintain Network Security devices. This includes software installation, patches, and upgrades
Stay current with information security challenges and technologies
Mentor and train less experienced Information Security technologists
Perform DDOS mitigations and analysis

105

Insurance Employee Benefits Account Manager Resume Examples & Samples

Build and maintain key client and carrier relationships, by phone, e-mail and in person
Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request
Work with EB producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
Schedule and conduct associate meetings in coordination with Account Executive or producer, and complete the implementation process
Enroll clients in Employee Benefits communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document
Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA, legislative), as requested
Conduct quarterly account management visits with assigned clients
Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required
Deliver, review and submit COBRA administration forms, as necessary
Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items with assistance of EB agency staff
Assist assigned clients by helping plan and execute health fair, seminars, webinars and “lunch ‘n learns”, as requested
Become proficient in the EB Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB Agency Management System. Also, understand how to use the system to acquire information to assist clients
Mentor and train Account Manger I
Five years of solid knowledge of Employee Benefits or equivalent experience
State-issued license
Good problem-solving skills
Experience with BB&T Insurance Services' software, BenefitPoint, Zywave and Resource Net
Training on the requirements of health care reform

106

Insurance Business Project Manager Resume Examples & Samples

Ability to select team members to represent appropriate groups within Insurance to establish a project team
Manage a project plan working with Insurance Administrative Manager to execute project related tasks not to conflict with other initiatives
Document and communicate project status and updates to Insurance management and staff
Resolve project issues and and communicate changes in deadlines to keep management informed
Ensure successful close out of all projects after completion
Three or more years of project management experience
Ability to work well with others and with minimal supervision
Highly motivated, enthusiastic and aggressive individual willing to assume responsibility
Ability to select team members to represent appropriate groups within Insurance Services to establish a project team
Organize a project plan working with Insurance Implementation Manager to schedule project related tasks not to conflict with other initiatives
Document and communicate project status and updates to Insurance Services staff
Facilitate ordering of hardware or software to complete Insurance Services projects

107

VP Insurance Products 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
Undertake rating of insurance products and provide inputs to more complex rating decisions as part of the IPR Product Rating Team globally
Be a voting member on key product and governance committees, including the Distribution Product Approval Committee and the 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
Evaluate regional tools in place and needed to effectively identify, address and monitor risk issues with escalation as appropriate. Enhance these tools as appropriate with business participation
Participate in and contribute to regulatory matters as part of business reviews and regular firm updates
7+ years experience in the life or general insurance industry
Bachelors degree. Advanced degree in business, finance, law or economics 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
Attuned to macro-economic, industry and regulatory events/trends
Quantitative and analytical capabilities; knowledge in basic statistical processes and probability distributions
Ability to manage and influence divergent views across the organization in the absence of direct authority
Ability to connect with people across functions and create and maintain strong relationships
Be open to expanding responsibilities outside of direct experience

108

Assistant Client Services Specialist Commercial Property & Casualty Insurance Resume Examples & Samples

Entering, managing, and manipulating data in various systems and tools such as EPIC, WillPlace, and Surplus Lines forms/templates
Ability to compile data and information from various sources such as insurance policies, proposals, and insurance binders
Assess and action Surplus Lines filings requirements using appropriate data, forms, templates, and resources
Associates or higher degree desired
Prior Property & Casualty (P&C) insurance knowledge is strongly preferred but not required
Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required
Previous work experience in a similar job function or with similar processes is strongly preferred
Previous experience in a leadership role, whether formal, matrix or mentor, is desired
Strong verbal and written communication skills, to include both phone conversation and email writing
Time Management and Organizational Skills
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Able and willing to work a flexible work schedule as agreed

109

Insurance Employee Benefits Small Group Specialist Account Manager Resume Examples & Samples

Build and maintain key client and carrier relationships, by phone, fax and e-mail
Monitor and manage the renewal process for assigned clients. Initiate contact with client to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, present the options to the client and complete the implementation process. Coordinate and facilitate any fulfillment items
Consult with client on plan options and funding scenarios, advising client of Health Care Reform obligations. Make recommendations for benefits package that fits budget plan, addresses employee retention goals and provide adequate network access
Pursue new business leads referred by the Bank and agency personnel, upon request
Assist assigned clients with questions related to administration, billing, claims issues and problem solving, upon request
Demonstrate proficiency using and enrolling a client in Employee Benefits communication tools and demonstrate use of the tool with client
Assist clients with Compliance (HIPAA, COBRA, FMLA, ERISA and legislative), as requested
Provide administrative support on other tasks as they arise, such as assigned special projects and development of new ideas/services, as requested
Update policies that are written or renewed, log activities to document client meetings, carrier follow up, service issues, establish follow-up date and manage follow-up on a daily basis in Employee Benefit Agency Management system. Also, understand how to use the system to acquire information to assist clients
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur. Become fully knowledgeable about public and private exchanges
Three years of Employee Benefits experience with group sales and service in an agency setting
Baseline knowledge of compliance requirements (e.g. ERISA, HIPPA, COBRA, FMLA, SPDs, Form 5500s)
Possess knowledge of Employee Benefits plans, carrier guidelines, underwriting, and legislative changes
Solid knowledge of Employee Benefits
Self starter, ability to work independently
State issued license
Knowledge of Health Care Reform and Exchanges as it relates to small groups
Knowledge of BB&T Insurance's client management systems, Zywave, Resource Net, and BenefitPoint

110

Senior Product Manager Travel Insurance Resume Examples & Samples

Program Development and Marketing
Contribute to the development of the travel insurance program and recommend initiatives to develop strategic competitive positioning, product design and pricing, marketing campaigns and operational efficiencies in distribution that leverage or enhance Bank competencies, distribution channels and market positioning
Optimize product partnerships and recommend appropriate strategies to enhance profitability
Work with internal departments and third party operations and marketing to deliver and maintain a comprehensive and cohesive value proposition for customers
Develop with partners all required launch and training materials across distribution channels
Ongoing Management
Manage reputation risk and protect the brand integrity in the design and delivery of the business
Provide strategic and managerial leadership and motivation to indirect reports: developing, leading and coaching project teams to support business objectives
Demonstrate leadership for the travel insurance business
The incumbent contributes to Insurance Canada’s overall strategic direction and growth
Serves as a travel insurance representative on Bank-wide, multi-functional task force teams
Represents the business at various industry and regulatory functions and association events
The incumbent will have 5-7 years of progressive experience in an insurance industry environment

111

Senior Insurance Marketing Specialist Resume Examples & Samples

Bachelor's Degree in Marketing or business-related field
5 years industry related experience; prefer 5+ years exp with insurance products and internal/external wholesaling experience
Series 7 and 63 required. Series 24 within 6 months
State Resident Insurance License, Life and Health

112

Insurance Risk Manager Resume Examples & Samples

Placement and management of the various property and liability insurance programs and claim management and settlement
Property tax mitigation, tax incentive programs, etc
10-15 years of experience in risk management, specifically with insurance placement and monitoring experience preferred
Ad valorum tax exposure / experience at the commercial level
Real estate industry experience / exposure is required
Demonstrated ability to work collaboratively with internal and external stakeholders to achieve results
Strong negotiating ability
Demonstrated commitment to fiduciary responsibility
LI-CD1
LI-Priority

113

Insurance Employee Benefits Account Manager Resume Examples & Samples

Enroll clients in EB communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document
Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested
Assist assigned clients by helping plan and execute Health Fair, seminars, webinars and “lunch ‘n learns”, as requested
Three years of solid knowledge of employee benefits or equivalent experience
Experience successfully working with large retail accounts

114

Office Coordinator, RBC Insurance, Toronto ON Resume Examples & Samples

Manage inquiries during designated hours to support the business needs
Initiate and respond to calls from advisors and provide product and administration support as required. Takes ownership and accountability in resolving inquiries and issues. Determines appropriate action for complex issues, both internally and externally, with minimal management involvement. Proactively recommends solutions and ideas when resolving problems
Sort and distribute mail; prepare outgoing mail including mail for advisors stores/clients/Platinum
Provide basic education and training to staff on telecom and expense systems, to assist Regional Coordinator
Organize and maintain sufficient inventory of marketing material and office supplies
Takes ownership and accountability for administrative duties. Determines appropriate action for daily issues, with minimal management involvement. Proactively recommends efficient solutions and ideas when resolving problems
Build a stronger, proactive, value-added relationship with Office partners and Vendors
Proactively look for improvements to expense management in day-to-day routines (lean opportunities)

115

Insurance Telesales Admin Resume Examples & Samples

Diploma or above
Attention to details, good organization and coordination skills
Good team player, high integrity, reliable, open-minded and able to work under pressure
Proficiency in both Chinese and English, with good knowledge of PC & Office
1 year+ experience is preferred

116

Regional Head of S&D Insurance Resume Examples & Samples

Oversight and management of Insurance Sales and Distribution organization covering Unified Field Sales, Telesales, Branch Lobby Sales, Alternate Channels (digital, Mobile IS)
Developing a sales and distribution strategy that drives strong growth, profitability and competitive advantage in targeted customer and product segments
Work with Strategic Partners to leverage their expertise in Insurance product development, differentiation and learning and development to ensure sales platform has a strong foundation in Protection and is able to introduce this into a holistic wealth management discussion
Strong focus on working with AIA across 11 markets to build best in class Bancassurance model
Formulate and lead the development and execution of S&D strategy for APAC Insurance both branch and non-branch sales
Articulation of Regional Sales Strategy and ensuring adherence to the stated strategy
Responsible for ensuring the development and execution of the most optimal Bancassurance sales model focusing but not limited to Remuneration, incentives, resourcing and delivery model
Delivery of plan targets at regional level on all insurance Sales
Provide single point of contact to Regional Product Organizations with respect to sales
Articulation and Program Management of Regional initiatives
Lead innovation projects and establish strategic partnership
Play a key role in building strategic alliance and business partners for customer acquisitions and cross selling
Ensure clean control and audit performance of sales units in collaboration with country management
University degree, preferably in management
At least 10 years’ industry experience in similar roles, preferably with a significant track record in managing Insurance Sales in a Bancassurance Channel'
Proven record in driving Bancassurance channel initiatives with success
Proven record in driving new applications utilizing new technology
Experience in more than one market or in a regional/global role preferred
Creative approach, with the ability to anticipate challenges and develop innovative solutions
Ability to work and make decisions independently as well as collaborate effectively as part of a wider team
Strong persuasion and communication skills
Willingness to work across time zones with global and regional teams

117

Assistant VP Senior Compliance Officer Insurance Compliance Resume Examples & Samples

Collation, tracking and oversight of MRC reporting obligations to ensure timely and accurate submissions
Coordination with LCOs to produce consistent compilation of KI metrics as well as analysis to use for the mitigation of regulatory risk
Coordination with LCOs and regulatory change implementation colleagues to ensure MRC policies and procedures remain accurate, up to date and fit for purpose for Markets businesses
Provide assistance in the carrying out of non-advisory projects that impact MRC, whether inter-departmental or in conjunction with the Business
Provide assistance in the rolling out of practices and procedures designed to raise evidentiary standards of Compliance documentation (workflow management, recording of material advice, management of compliance breaches and escalation, etc) across the region
Work with LCOs and business stakeholders to continuously enhance the quality of MI/Reporting produced in the pursuit of better management of regulatory risk
Coordination with RC teams outside of MRC to ensure effective engagement with respect to Global standards of MRC, for example with respect to training
Provide support to the LCO for Operations Compliance
Assist with in the preparation for, and coordination of, regulatory investigations and inspections
Sets priorities and makes day-to-day decisions independently. Escalate matters to senior management as needed
Escalates matters to senior management as needed
May serve as a subject-matter expert for specific regulations, regarding its purpose and legislative history, remaining aware of changes to the regulation or to applicability of the regulation to the businesses in the US. If responsible for a specific regulation, serves as the central point of contact for US Compliance and oversees the accuracy of the information regarding the regulation in the risk assessment tools while serving as the advocate for consistency for controls
Strong background in compliance within a financial services environment and be able to understand, interpret, and apply complex regulatory requirements to business practices
Minimum of three to five years proven audit, compliance, financial services operations and/or regulatory experience, or equivalent
Strong written, verbal communication and presentation skills
Strong analytical skills and organizational skills
Proactive and independent
Proficiency with personal computers, software packages including Microsoft Excel, Word, and PowerPoint

118

Financial Analyst Insurance Resume Examples & Samples

This position is responsible for conducting moderate to complex financial analysis projects, including budgeting, long-range financial forecasts, and presentations of historical information trends
Conduct thorough, objective and efficient company research in respect of increasingly complex insurance companies using financial and non-financial information, including audited financial statements, public accounts and other relevant management information
Candidate will work within a team of professionals responsible for the ongoing operation of the Finance and Insurance Unit; the Unit is responsible for providing financial leadership, financial advisory, business consulting services and decision support to various business lines, subsidiary and JV organizations and senior management
Must have broad knowledge of corporate structures and relationships; governance; financial and funding techniques; banking structures; benefit and welfare plans and trusts; proper accounting treatment with appropriate controls, financial statement presentation and preparation; audit and tax issues; risk identification and impacts; various credit issues
You will also provide financial and technical expertise in support of internal customers, research exceptions/variances, identify and resolve issues as they arise, and present findings/recommendations to Supervisor
Bachelor’s degree required in Accounting or Finance
3+ years Accounting and/or Finance Analysis experience
Strong background in financial analysis and attention to detail
Customer focused and capable of building business partnerships and influencing at all levels of organization Background in Insurance; Life/Health preferred

119

Health Insurance Senior Specialist Medicaid Resume Examples & Samples

Possess knowledge of health insurance industry changes and trends
Determine cost effectiveness of employer health insurance plans for a Medicaid program
Ability to proactively work with team members to meet deadlines
Demonstrate experience multi-tasking and handling simple as well as complex products and processes
Respond to agency clients and external customers within a timely fashion
Work independently or as part of a group or team in a diverse work environment
Filing/data entry
Knowledge of RI Medicaid
Knowledge of managed care principles
Self-motivated and results driven
Microsoft computer skills to include knowledge of Word, Excel, and Access
3-5yrs experience in health insurance benefits
High School diploma and/or equivalent experience/training
Exceptional organization and documentation skills, with attention to detail

120

Insurance Coverage Associate Resume Examples & Samples

Develops, prepares, and implements coverage litigation strategy
Provides oversight and supervision on complex coverage questions
Research and write coverage opinions and other motions as needed
At least two years of experience
Superior research and writing skills
Ability to multi-task and adapt to a changing environment
Experience in a work environment that required collaboration across work groups
Knowledge of the insurance industry, claims and the insurance legal and regulatory environment
Licensed in Ohio, multi-jurisdictional preferred

121

Insurance Research Associate Resume Examples & Samples

Build and update financial models on companies within the sector
Create and maintain detailed information databases and valuation comparables
Help write thematic sector and company research reports
Develop relationships with internal and external clients including company IR departments
Generate value added investment ideas for our clients
Attend company and industry presentations and conferences
Demonstrable passion for the financial markets

122

Regional Insurance Accountant Resume Examples & Samples

Manage the recurrables and payables processes for assigned agencies
Provide training to agency personnel on proper accounts procedures
Be the primary resource for accounting discrepancies between the insurance carrier and the agency CSRS
Reconcile all accounts according to internal control guidelines
Responsible for month-end close for Sagitta and non-Sagitta supported agencies
Submission of all vendor payables to Accounts Payable for processing
Serve as backup for other Regional Insurance Accountants, as assigned
Associate's degree or equivalent education and related training
Three years of experience in an accounting role
Insurance related experience

123

Insurance Risk & Capital Management Consultants Resume Examples & Samples

Provide a valued and substantial contribution to risk management engagements at banks, credit institutions and insurance companies
Work effectively as a team member sharing responsibility, providing support and maintaining communication
Contribute in solution and proposal development

124

Insurance Employee Benefits Account Manager Resume Examples & Samples

Become proficient in the EB Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow up, service issues, establish follow-up date and daily manage follow up in EB Agency Management System. Also, understand how to use the system to acquire information to assist clients
Mentor Account Manager II and Account Manager I
Eight years of solid knowledge of Employee Benefits or equivalent experience

125

Director, Group Insurance Contracts Resume Examples & Samples

Oversees activity of groups or a single Unit responsible for contract development, regulatory filing, contract issuance and installation on production systems of group contract forms which comply with state insurance laws/regulations and the Company's business objectives while partnering with cross functional business partners to resolve legal, regulatory or product-specific issues. Primary contacts will be with Law, Compliance, Risk, Policies and Procedures, Product, Actuarial, Marketing and External Affairs
Serves as a change agent by leading the effort for Fundamentals of Operational Excellence through review of current operating protocols and process documentation in order to identify opportunities for continuous process improvement to improve the customer experience and manage expense. Directs development and implementation of appropriate business procedures for the unit, designing the appropriate organizational structure and staffing models (including actual hiring, training and retaining of associates), ensuring that the unit's structure and processes are properly aligned with business goals
Provides leadership, motivation, technical and risk management expertise, and drives engagement and talent development, while fostering a sense of teamwork, success, and positive morale
Manages an extensive number of filing projects simultaneously through proactive and effective capacity modeling, prioritization, sequencing and management of projects in support of Group Insurance critical priorities
Participates in industry organizations and/or initiatives, Prudential policy development initiatives, and contract-related technology initiatives
Bachelor degree strongly preferred; MBA or advanced education is preferred
5 or more years in leading a staff in a fast-paced, metric-driven, rapidly changing environment. Previous Contracts Filing or Compliance experience preferred
Insurance regulatory environment experience a plus with the ability to navigate and negotiate successfully with Department of Insurance reviewers/regulators, and with External Affairs
Proven ability to lead through change in a long-tenured, stable environment, motivate employees and create a culture that supports high employee morale, and create and execute a successor plan to assure long term knowledge retention
Demonstrated experience managing multiple priorities and balancing competing priorities
Ability to consult and collaborate cross-functionally with other departments to solve complex problems and improve quality and service
Excellent written and verbal communication skills and capable of interacting with all levels of Prudential associates. Must have experience preparing, presenting, and communicating information to management teams
Demonstrated ability to serve as a strong floor presence to staff
Superior oral and written communications skills
Innate sense of urgency and the ability to make smart decisions under pressure
Demonstrated strong customer focus
Practical assimilation of Prudential's Leadership Competencies
Group Insurance experience preferred

126

Healthcare & Insurance Plans Benefit Analyst Resume Examples & Samples

Assist in management of operations of H&IP outsource vendors including review of training materials, setup of plan/administrative technical changes, operations and project work, carrier eligibility reporting and billing, payroll files and all other plan operations work
Assist in implementation of required H&IP system changes for both ongoing as well as Annual Enrollment to account for various changes required due to design enhancements, regulatory requirements and customer improvements; review specs developed as part of changes
Conduct User Acceptance testing as needed across our various H&IP administrative and other benefit vendors
Assist with management of H&IP administrative vendors including request for proposal processes, implementations and ongoing operations/financials to improve customer experience, operational excellence and financial results
Perform various reconciliations to make sure operational vendors are properly accounting for benefits they provide to our participants
Manage Retiree HRA values for post Medicare retirees who have elected coverage through One Exchange
Manage imputed income and related gross up process for same sex domestic partner coverage
Approve payments related to various special reimbursement arrangements
Take part in special projects, as needed
Minimum 3-5 years in corporate benefits or benefits consulting/administration
Must have experience working in an analytical or metric driven position
Superior analytical and problem-solving skills, with a high level of attention to detail
Ability to multi-task, work independently, meet deadlines, and manage multiple deliverables
Knowledge of benefit plan rules and provisions
Solid knowledge of standard desktop applications: MS Office, Powerpoint, Excel, Access
Ideal to have large firm experience (25,000 plus employees)
Broader benefit knowledge (for example, qualified retirement plans) is a plus

127

Clinical Specialist, Rbc Insurance, Toronto Resume Examples & Samples

Responsible for reviewing medical documentation on Life & Health claims to determine extent and impact of medical/psychiatric condition, medical restrictions and limitations and expected duration of medical condition
Responsible for providing high quality, clinical reviews of the claim file and for delivering superior service to clients within the established time service standards
Responsible for delivering cost efficient work product and for effective utilization of resources in order to maintain cost and appropriate risk management activities
Provide input, set clinical direction and implement clinical strategies across multiple product lines for Life & Health Claims
Responsible for identifying and ordering information from treatment providers crucial to providing clinical opinion
Conduct research utilizing tools and resources to further knowledge, support clinical findings and to fully understand work capacity; and share medical knowledge with claim adjudicators and vocational rehabilitation specialists during interactions
Responsible for credentialing service providers, arranging appropriate medical assessment expert medical examinations, selecting the right expertise, developing the questions to be addressed and for selecting the right documentation and for facilitation tests and investigations
Triage and monitor file referrals to ensure readiness for review and provide claim adjudicator with coaching on clinical issues practices and procedures
Develop key relationships with medical evaluators and treatment providers in the health industry
Conduct due diligence on prospective Independent Assessment providers and ensure vendors comply with contract including fee structure, departmental guidelines as well as Company specific requirements
Utilize vendors effectively to maintain cost effectiveness and appropriate risk management strategies
Proactively partner with claim adjudicators, Doctors and Rehabilitation Specialists to deliver effective service solutions
Participate in projects and initiatives across the Life & Health Claims
Post secondary education
Current RN license
5 years experience of current, proven clinical experience, in occupational health, rehabilitation or case management, industrial disability management, worker’s compensation, psychiatric, cardiac or orthopaedic nursing
Strong ability to provide accurate analysis of medical data to evaluate medical impairment, functional capability, restrictions and limitations and prognosis
Proven ability to utilize various tools to identify, evaluate, document and organize facts relating to specific evaluations in an objective manner
Team work, including well developed collaborative and persuasive skills
Proven ability to multi-task and balance multiple goals and priorities
Excellent listening, oral and written communication skills
Ability to partner effectively within a matrix organization
Impact and influence, including strong conflict management and negotiation skills
Demonstrated ability to effectively deal with customers in a professional manner and with a high degree of customer service
Ability to effectively manage change
Proficiency in MS Office application, PowerPoint, and\or similar applications

128

Assistant VP, Insurance Business Planning Resume Examples & Samples

University graduate, preferably major in Marketing, Business Administration or Insurance
Minimum of 5 years experience on Bancassurance and/or Business Development or equivalent
Strong business acumen and analytical thinking

129

Regional VP Insurance External Wholesaling Resume Examples & Samples

Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives
Excellent interpersonal, presentation and problem solving skills required
Series 7, 63 and State Insurance License Required

130

Assistant Client Specialist Commercial Property & Casualty Insurance Resume Examples & Samples

Understand and process billings according to requirements and instructions from the local office
Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc) to smoothly and efficiently complete joint work/process steps/etc
Maintain performance to client service standards and/or metrics
Experience with financial terminology/concepts or demonstrated financial acumen is desired
Attention to detail and process orientation

131

Manager, Contracts & Insurance Resume Examples & Samples

Manage a team of contract and insurance specialists, including: scheduling, workflow, and performance management
Oversee the various contract management processes, including compliance with contract approval requirements, and the electronic transmission and tracking of projects and bids
Generate, analyze, and maintain data on contract volume and trends
Prepare required Otis, BIS, and UTC reports
Lead the development and implementation of improvements to the contract review and approval processes
Oversight for administration and management of insurance and surety, including liaising with brokers, carriers and United Technologies Corporations Risk Management group
Facilities
Field Service Operations
Information Technology
Procurement
Sales

132

Insurance Team Lead Resume Examples & Samples

Monitors Subrogation staff, mail staff, Estate/Trust recovery staff, Buy-In, EID and WHIPP staff, JCode Rebate/ Dispute Resolution staff to ensure all work is performed within predetermined or established guidelines and policies (SLAs)
Maintains quality and productivity standards to meet internal TPL expectations/requirements
Directs the distribution and flow of work
Monitors staff for production and policy adherence, including attendance
Performs all new hire training and assists with on-going TPL training
Ensures that special projects are maintained within acceptable levels
Acts as backup for all positions in the TPL department
Reports possible issues and queries needed decisions to TPL Manager
Updates and reviews Operational Procedures for the Third Party Liability Unit
Maintains and updates training tools and aides to assist with TPL workflow
Communicates with AG’s and customer in co-operation with TPL Manager
Understanding of Private Health Insurance and Casualty Insurance
Prior legal experience
Prior supervisory or managerial experience

133

Senior Service Representative Escrow Insurance Processing Resume Examples & Samples

3 to 5 years of trade finance related experience with focus on Standby Letters of Credit and Guarantees
Good knowledge of standard desktop applications used by the business unit
Good knowledge and understanding of the business unit’s key products and services, processes and controls
Good understanding of the business unit’s risk and regulatory requirements
Good knowledge of departmental systems and applications
Good prioritization skills
Good customer service and relationship management skills
Good written and oral communication skills a
Ability to multi-task in a fast-paced environment

134

Senior Sales Executive Insurance Resume Examples & Samples

Build a pipeline of new client opportunities through the effective development and execution of sales campaigns that are supported by the broader organization
Expand business with existing clients
Expanding Insurance presence through industry thought leadership, strategic relationships and networking with influencers
Effectively utilizing SS&C team of product and industry experts to build compelling proposals for new product and service opportunities
Maintain knowledge of industry trends and potential new product and services opportunities for SS&C
Working closely with senior-level management of SS&C and clients/prospects
Minimum 3-5 years of sales experience
Minimum 3 years of insurance experience
Ability to work with internal teams to deliver solutions to new and existing clients
Knowledge of the insurance investment market
Demonstrated success managing client and/or prospect relationships in the insurance market
Experience with a technology or service provider in the financial services industry
Strength in building strong relationships with C level executives and their teams
Experience in securities and/or loan accounting or operations

135

Equity Research Insurance Team Associate Resume Examples & Samples

Insurance industry experience as a Actuary, Auditor or Consultant is essential
Experience building and maintaining financial models
Excellent academics
A curious, creative mind
Proven team player

136

Insurance Recovery Associate Resume Examples & Samples

California State Bar Licensed Attorney
2+ years of insurance recovery experience representing insureds
Experience handling first-party and third-party insurance disputes required
Top 50 Law School preferred

137

Estate & Insurance Administrative Assistant Resume Examples & Samples

Prefer to have a Life Insurance License or working towards
Basic knowledge of insurance & estate principles
Working organizational skills
Working communication skills – bilingualism would be an asset
Working problem solving skills
Able to work under pressure and meet required deadlines

138

Captive Insurance Accountant Resume Examples & Samples

Preparation of IFRS financial statements and related disclosures
Assist in completion of CBI Returns
Financial planning and analysis
Key contributor to quarterly production process and completion of supporting files
Tax compliance and reporting
Review of tasks completed by financial accountants
Key contributor to the production of stakeholder reports - Management, Board, Audit/Risk Committees, Group
Ensuring compliance with internal controls and procedures
Continuous process improvement
Other duties as may be deemed suitable from time to time

139

Head of Greater China & Insurance Resume Examples & Samples

It is imperative that this individual has the depth of experience in the asset management business to be abreast of all critical, current and anticipated industry developments. This experience should have also equipped them with an understanding of the requirement to manage money for insurance companies
The appointee must have a demonstrable record of success in institutional brand enhancement and the securing of profitable new business
Must have at least 15 years experience in the asset management industry or with an asset management group / department of an insurance company which has a strong focus on Greater China
Graduate degree, CFA preferred
Fluency in both English and Mandarin, Cantonese a plus

140

Financial Executive Insurance Resume Examples & Samples

Lead the accounting function for the Insurance subsidiaries, to include complex and high-risk areas such as Incurred But Not Reported (IBNR) loss reserves, reinsurance accounting and transfer of risk, direct bill reconciliation and aging, revenue recognition including premium and contingent commissions, variable pay plan compliance and business combination accounting including contingent consideration agreements
Support Enterprise Risk Management and the Risk Management Organization through timely and effective identification, measurement, communication and mitigation of financial reporting and GAAP risk
Design, implement and maintain adequate internal controls

141

Technical Assistant Insurance Resume Examples & Samples

Draft shell coverage specification for Client Manager / Placement review
Update coverage specifications with changes provided
Data entry
Loss data analysis – ordering of loss data, compilation and loss summary preparation
Update marketing records with final quotations received
Draft shell proposal for Client Manager / Placement review
May participate in client presentations
Issue certificates and auto ID cards
Accurately complete policy / endorsement review
Daily assistance with service deliverables ie. Spreadsheets, Willis On-Line, file maintenance, insurer websites
Post graduate education in an insurance program
Hold a RIBO license or enrolled in classes aimed towards achieving a license
Possesses strong interpersonal skills
Ability to handle multiple tasks using sound judgment and resourcefulness in a fast paced environment

142

Regional Insurance Digital Banking Manager Resume Examples & Samples

Defining and standardizing business requirements for key identified regional programs
Monitor and influence technology project plans and drive consumption schedules including facilitation of requirement analysis, functional specifications and market communication
Manage senior management communication about product usage and business cases
Management, escalation and communication of program risks
Maintain the product performance for usage, revenue and saves
Analysis of the customer pain points for respective product work to get them addressed
Delivery of key capabilities identified
Understanding eBusiness requirements and drivers
Strong strategic, analytical and product management skills
Minimum of 10+ years experience in insurance/product management
Good working knowledge of digital technologies
Good understanding of various insurance segments like CitiGold and CPC
Strong stakeholder management skills (e.g. communication, influence & negotiation)
Strong people leadership skills
Strong interpersonal skills, situational awareness and emotional intelligence

143

Application Development Technical Systems Analyst Travel Insurance Resume Examples & Samples

ISeries Platform Skills, sound knowledge of ILE CL,RGP programming, iSeries Commands - 5 Plus years
SYNON 2E/CA 2E or any CASE tool development skills on the iSeries
IBM Portal Server Development, Java Programming skills on J
Extensive knowledge of Data Design/Modeling, Defining new Functions, Define new Entity Relationship,
ANSI ILE C Programming on the iSeries
XML/XSLT/CSS style Sheet processing and transformation
SOAP Web Service and client side to enable a Service Oriented Architecture
Inter portlet communication
Using IDE development tools such Rational Application Developer and Sub Version
Some Exposure/ Knowledge of Insurance Applications in Claims and Sales areas
Ability to think logically and problem solving abilities to triage incidents and escalate to Management
Manage workload and prioritize with respect to project constraints and commitments
Building relationships with enterprise IT/business groups in order to resolve production issue with minimal business impact
Willingness to learn and accept new challenges
Collaborate and work as an excellent team player

144

Solution Architects With Insurance Experience to Advisory Services Resume Examples & Samples

Enterprise/solution architecture level with strong insurance background
Technology solutions / application for (core) insurance
Skill in transforming business requirements into IT architecture and solutions
Good understanding of the insurance business and IT environments
Good understanding of the architectural challenges in insurance

145

Executive Assistant for Insurance Resume Examples & Samples

General administrative support including phone support, maintaining and prioritizing calendars and schedules, coordinating travel and preparing expense reports, faxing, copying, taking meeting notes, etc
Process all departmental expenses including legal invoices, software, and other contractual agreements
Establishing appointment priorities, or rescheduling appointments or invitations
Handling confidential information in a professional and discreet manner
Daily management of incoming phone calls, calendar requests and emails, including reviewing and redirecting calls as needed
8-10 years of professional administrative support experience (or equivalent work-related experience)
Strong organizational, project management, and time management skills, including ability to successfully manage multiple projects, workflows, and competing priorities
Experience with coordinating cost-effective travel and meeting arrangements
Ability to independently carry-out multiple tasks from start-to-finish with the aptitude to anticipate and prioritize what needs to be done
Sophisticated knowledge of Microsoft Office and Outlook, spreadsheets, databases, and presentation software
Ability to demonstrate discretion in handling confidential data and dealing with high-level executives necessary
Excellent problem solving and independent judgment
Outstanding verbal and written communication skills, including ability to interface in a professional, cordial, confident and well-informed manner with senior management and staff

146

Administrator, Pension & Insurance Resume Examples & Samples

This critical position is solely responsible for opening, maintaining and closing all accounts on the Gplus platform for Canada and UK
Position also backs up 2 other administrators performing similiar support functions on the Trust platform
Position acts as SME for projects impacting Gplus accounts including input to BRDs, Test Case Development and UAT testing
Provides support and training to other business units (transition managers, client managers) on completing account update forms etc
Business owner of account opening, maintenance and closing form templates for Gplus and Pension/Insurance Trust. SME to Gplus Helpdesk for queries around certain Gplus functions: account opening, tax coding, affiliations, SWIFT linkages, BESS Fax linkages, interest events, OSFI coding etc
Coordinates yearly Gplus account clean-up process for tax reporting and custody "inactive account" review
Excellent interpersonal skills and networking abilities with clients and internal
Issues escalation and resolution
Facilitation Skills
Organizational & time management skills
Understanding of investment industry and client requirements
Documentation
Communication management & plans

147

Financial Accountant Insurance May Resume Examples & Samples

Responsibility for the complete preparation of the monthly, quarterly and forecasting/budgeting process
Variance analysis commentary with comparison to budget and previous reporting periods
Assist with the development of system reports
Management of Insurance Premium Taxes including reconciliation
Assistance in the quarterly regulatory reporting and Solvency II to head office
Completion of group internal controls for reporting to head office
Balance Sheet Reconciliations
Intercompany Reconciliations
Where possible, provide more junior members of the Finance team with support and guidance
Assistance with Internal and External Audit

148

Head of Insurance Business, Consumer Bank Resume Examples & Samples

Strong education credentials, post-graduate degree on MBA preferred
10+ years of experience in senior management roles within well regarded and global financial institutions with proven success in insurance/bancassurance business on long-term/wealth planning insurance products
Superb influencing skills and the ability to navigate through the complexities of a large organization, break down barriers and help drive a new direction
Strong people management skills

149

Senior Product Manager for Insurance Solutions Resume Examples & Samples

Product platform management; Develop and manage the CS insurance product platform and ensure CS has a leading insurance offering in APAC
Broker management; Execute the insurance broker strategy and key point of contact for all operational activities with the insurance brokers
Excellent communication & stakeholder management skills Excellent skills

150

Lead Insurance Case Management Resume Examples & Samples

Directs Case Management processes to ensure quality and efficient service is maintained on all insurance applications prior to forwarding to our insurance carrier partners
Supervises new application and case processing to ensure thorough review, accurate data entry, proper determination of carrier requirements are consistently made on all insurances submitted
Coaches individuals and teams to develop thorough case processing knowledge and develops all staff to ensure quality case processing knowledge and positive service level experiences with internal and external customers
Responsible for regular reporting of case management key metrics
Manage a case load of insurance applications and use experience and knowledge to maximize the timely issuance of policies
Serve as the advisors’ main point of contact when dealing with resolution of case escalations
Analyze carrier requirements and facilitate dialogue with underwriters to obtain exceptions, improve offers, and expedited processing
Act as the first point of contact in the case escalation process
Responsible for the creation and scheduling of training for case management and operations
Manage the case management and operations calendar for all process, underwriting, and departmental training
Coordinate with carrier and underwriters to leverage their knowledge and materials for LPLIA continued ongoing underwriting training
Create and perform training as it pertains to technology systems process changes and implementation
Actively participate in projects directly/indirectly affected areas of responsibility
State Insurance licensure, Series 6, 63
At least 5 years experience in related insurance or BGA organization(s), of which 2-3 years in a leadership or management role
High level knowledge and proficiency with Agency Works required
Intermediate to advanced in MS Office applications (Excel, PowerPoint, Outlook, Access) required
Must interact effectively with all staff, peers and senior management on a regular basis
Critical thinking
Excellent communication skills, both verbal and written
Strong interpersonal skills
Extremely detail-oriented
Very strong problem-solving skills

151

Captive Insurance Acccount Manager Resume Examples & Samples

Accounting responsibilities include ensuring that financial statements & regulatory reports have been prepared by the client services team as well as meeting regularly with the clients’ legal & tax professionals
Serve as a primary interface between client & regulatory authorities, assuring each side’s expectation & requirements are met
Serve as a Director & Executive Level Officer for assigned Special Purpose Entities
Foster a total Relationship Management atmosphere acting as a principal client contact with the clients both on-site & at their offices while continuously assessing their needs, status of our relationship with them and the opportunity to cross-sell other offerings, products & services
Stay abreast of pertinent insurance, accounting, multi-state tax and client business-related matters
Review & execute client legal documents (under supervision of the Captive Management Services’ Managing Director) where appropriate
Ensure the proper coordination with others who provide the clients with services, including but not limited to attorney’s, auditors, actuaries, tax planners and banks
Bachelor’s degree with minimum of 18 credit hours in accounting required or equivalent training and/or work experience
CPA and/or Masters degree in a business discipline is preferred
Minimum of seven years’ experience in corporate business, public accounting or captive management with a principal concentration in accounting
Minimum of five years of demonstrated supervisory and/or managerial experience
Ability to comprehend and perform tasks necessary to support the billing function of a CPA based business
Ability to define problems, collect data, establish facts and draw valid conclusions
Client service oriented
Strong organization and interpersonal skills
Ability to project a professional image
Ability to write reports & business correspondence
Ability to effectively present information & respond to questions from individuals & groups
Ability to read, analyze, and interpret financial reports and legal documents
Ability to respond to common inquiries or complaints from clients, regulatory agencies, or members of the business community
Fosters the attitudes, conditions and environments that yield improved quality and quantity to maximize performance
Manages individual development by providing coaching, feedback, and reinforcement
Effectively delegates tasks or projects
Ability to lead, manage and facitiltate meetings
Must be a team player able to work efficiently with all levels of staff and management
CPA and/or Master’s degree in business discipline
Captive Insurance experience

152

Am-global Insurance Solutions Resume Examples & Samples

Clear focus on managing client assets and delivering strong risk-adjusted returns
More than 900 investment professionals managing $1.7 trillion in assets covering over 450 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
Leadership positions in America, U.K., Continental Europe, Asia, and Japan
Completion of client advisory assignments – Analysis for clients, including initial project scoping and interaction with clients, development of models to meet client needs, and incorporation of revisions/extensions as needed
Management – This role will be very hands on, but the candidate should be comfortable managing analysts and associates to complete projects under tight deadlines
Development of intellectual capital – Produce high quality research and analysis in response to industry needs and present research to clients or at conferences
Insurance industry experience (Life and/or P&C industries), including work as an actuary or completion of some actuarial exams
Understanding of the following as they relate to insurance asset management decisions around the world

153

Personal Insurance Service Supervisor Resume Examples & Samples

Assist Agency Executives in meeting Personal Lines income and expense plan
Develop sales programs for personal lines
Supervise associates of personal lines department, including setting goals, training, education, progress and reviews
Effectively market insurance risks by maintaining contacts within the insurance industry so as to remain aware of trends, regulations, special programs, product lines and pricing policies
Deliver timely, continuing advice and professional counsel to insureds through verbal and written communications
Due to changing business conditions, management may assign additional duties or functions to this position
Grade assignment based primarily upon individuals level of experience and level of responsibility
Four years agency experience in personal lines business
Demonstrated ability to supervise personnel
Appropriate insurance licenses
Knowledge of BB&T Insurance's automation system or ability to learn quickly

154

M&t Insurance Agency Internship D X Resume Examples & Samples

Develop and produce standard and ad hoc departmental reports and spreadsheets to include, but not limited to, project or product strategy analysis, profitability, historical reporting, work flow analysis, statistical analysis, financial analysis and management reporting
Research and gather business, process and/or financial information. Perform basic ad hoc analyses to support business decisions; provide feedback to management regarding results
Act in a liaison capacity, assisting areas in determining problems/issues. Analyze information, determine feasible resolution and make recommendations
Participate in the planning and implementation of new projects, products, programs and plans to achieve short and long term business objectives; coordinate the design, documentation and execution of various projects utilizing standard formats/templates and best-practices
Work with management on the development of project plans, including all required activities, estimated effort and time frames, ensuring all efforts are properly documented
Perform other assignments/projects as requested by management

155

Associate Treasury Management Officer Commercial Bank Treasury Solutions Fig Insurance Metro Resume Examples & Samples

Working in partnership with market bankers to develop new profitable business from prospective clients
Deepening and growing existing market relationships
Developing strategic account plans and executing them in coordination with the FIG Bankers
Managing client visitation and contact
Understanding clients' business environments, strategies, and industry to better determine their requirements
Identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)
Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services against them
Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
Managing proposal writing and the entire sales process
Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
Working closely with the coverage team to drive efforts to expand existing business with current clients
Providing feedback to product mangers
Generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
Engage JP Morgan Treasury Services Sales, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
Build template-driven business case quantification for clients in support of JP Morgan solutions
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc
Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services
Possesses a minimum of 3 years of cash management, sales and relationship management experience
Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
B.A./B.S with accounting/finance preferred
Strong working relationships with clients and colleagues
Ability to generate ideas, identify and drive the development of new business
Demonstrates excellent/strong selling and negotiation skills
Demonstrates excellent/strong verbal and written communication skills
Possesses strong industry/market expertise
Demonstrates strong time management, organizational and planning skills
Possesses strategic thinking skills
Has the ability to mobilize internal and external networks and resources
Has the ability to use various PC and Internet-based systems to manage their business portfolio

156

Insurance Lawyer Resume Examples & Samples

Uses Litigation Protocols to develop and revise appropriate legal strategy for discovery, investigation, handling and trial/hearing of cases or matters; advises, communicates and develops those strategies with TD Insurance Claims Representatives and insured Clients, as appropriate
Conducts necessary and appropriate discovery, hearings, trials, oral arguments, mediations, arbitrations and similar proceedings. Researches the law applicable to cases or matters. Drafts legal documents, pleadings, motions, legal factums and opinions as required. If requested, conducts settlement negotiations
Advises, communicates and confers with Claims Representatives and Insured Clients, rendering clear, unambiguous legal opinions and advice. Personally meets with, and maintains good relations and communications with Claims Representatives and Insured Clients as required
Remains current with developments in the law; understands medical, scientific, construction, products, engineering or similar issues and defences involved with cases

157

Insurance Administrative Manager Resume Examples & Samples

Strong ability to work and lead team independently, making solid business decisions and seeking guidance when needed
Identify, develop and review procedures through ongoing, comprehensive analysis of relevant industry standards and supervisory guidelines. Communicate and monitor to ensure process and procedures are properly followed
Design, implement, direct and oversee an effective insurance-specific associate training curriculum
Design, implement, direct and oversee a framework for establishing effective First Line of Defense internal control and review plans
Interface with Corporate departments to coordinate and execute on corporate-driven initiatives
Manage governance and operational projects across the BB&T Insurance organization. Manage the planning and resource allocation for those projects
Work closely with Corporate IT to plan and coordinate the automation activities impacting Insurance. Work with IT to establish short and long term objectives for automation
Provide leadership in planning, directing and effective execution of conversions and business integration plans for newly acquired agencies
Assess each insurance entity's need for process / workflow improvement ensuring adequate controls are in place while striving for “simplicity” and cost effective enhancements
Manage to final resolution all open issues / items (e.g. audit or regulatory findings, compliance reviews, risk assessments) applicable to area of responsibility
Serve on Risk Committees as needed
Set and execute on team objectives in accordance with overall company's direction and goals
Coach, mentor and develop team members and resolve personnel matters
Seven years of experience in the management of operations
Good interpersonal skills including communication, both verbal and written
Must possess good organizational, managerial and supervisory skills
Ability to work under heavy workloads and meet critical deadlines
Knowledge of insurance transactions and insurance licenses, as appropriate
Demonstrated proficiency in basic computer application such as Microsoft Office software products
Ability to travel, frequently overnight
Knowledge of and/or ability to learn Insurance Service's automation system

158

Insurance Development Manager Resume Examples & Samples

Support the development and execution of the agreed strategic plans to include, but not limited to
5 years plus experience in financial services, with experience in sales, sales leadership and involvement in projects
Influencing key stakeholders
Ability to articulate sales process compliantly
Identify opportunity gaps
Ability to coach effectively
Presentation and facilitation of training programs
Ability to work autonomously
Reinforcing a culture of compliance controllership & performance management

159

Annuites & Insurance Junior CRU Risk Analyst Resume Examples & Samples

Study for and obtain the required security licenses reflected below
Learn to verify policy data of relinquishing contracts and comparing such data to the proposed contract riders, benefits and fees as part of the product suitability review
Review and approve insurance transactions to be compliant with NYS Reg 60 on the ITS system
Support the Risk Principals when working with the financial advisors to process their requests in an efficient manner as well as obtaining information regarding client objectives and other pertinent information to ensure the approval was suitable and accurate to mitigate risk to the firm, client, and financial advisor
Obtain the following Licenses: Series 7, 63, 24 within time frame determined by management
Obtain the Life and Health Insurance Exam after the above referenced licenses
Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
Ability to interact with support staff and all levels of Firm Management
Outstanding interpersonal skills

160

Citibank Berhad Kl-insurance Business Head Resume Examples & Samples

Good Interpersonal skills
Able to work independently and self motivated
Result oriented person

161

Rsd-insurance Resume Examples & Samples

Use a suite of tools; Encompass, BrentMark, etc., to create illustrations that support recommendations that come out of consultative sales conversations with financial advisors
Analyze reports to increase understanding of financial advisor business and identify sales trends; leverage the information to prepare for outbound sales calls. Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers
Excellent communication and influencing skills
Effective presentation skills

162

AVP Platform Architecture for Direct & Insurance Channels Resume Examples & Samples

Build, develop and manage a team of technology-centric architects via leadership, direction, advice and guidance, maintaining high levels of integrity, motivation and morale
Act as thought leader, innovator and agent of change for the key technology platforms used in Direct Channels
Be proactive in identifying emerging technologies and innovative solutions in building more robust platform capabilities
Review and govern key projects that utilise common platforms for both compliance and contribution to strategic goals
Collaboratively implement and execute TD's enterprise governance and gating processes as well as TD's enterprise architecture governance processes, enhancing technology governance processes within DCTS
Work directly and collaboratively with the DCTS Technology Solutions leadership team to deliver solutions that increase business results and /or minimize risk while ensuring DCTS' and TD's architecture and technology objectives are addressed
Demonstrate architecture and technology thought leadership in support of the DCTS technology strategy and roadmap
Help define, scope and gain support for architecture initiatives that support common Direct Channels requirements
Lead architecture and technology initiatives in support of TD's broader enterprise technology strategy
Work collaboratively with other groups to materially impact and influence TD's enterprise technology and architecture objectives
Engage executive stakeholders appropriately to review progress and obtain input, validation and approval of key decisions

163

Marketing Leader, Insurance Resume Examples & Samples

Lead the Insurance Marketing contribution to key strategic initiatives for the Consumer business
Accountable for collaborating with, educating and leveraging teams across Consumer. Specifically peers in Consumer Marketing and Insurance Senior Management teams; Consumer Partner GMs; and Consumer Product teams. Develop and foster a mutual understanding of the market; our customer base and distribution capabilities, to drive the execution and delivery of our strategic priorities
Provide guidance to the Insurance Marketing Team to create, implement and measure the success of all marketing, digital and customer experience initiatives and campaigns; maximising penetration of insurance across all GE Consumer product portfolios - through existing and new channels
Accountable for working with the broader Insurance Marketing Team to lead forecasting, Opex management, campaign performance reporting and Marketing PIRs, marketing effectiveness and ensure delivery of strategic priorities
Support and facilitate setting the strategic direction of the Insurance business including provision of analytical inputs and preparation of slides for the business’s strategic review processes (Blueprint, monthly, quarterly and ad hoc KPI management sessions)
Understand the external local and global influences and macro forces (policy, regulatory, economic, social, and technological) impacting the Insurance business. Identify trends that will drive business in future and recommend proactive adjustments in marketing / distribution strategy
Gather and analyse intelligence on market, competitors (including their capabilities and limitations), and customers for the purpose of accurate and confident decision making, segmentation, opportunity sizing and business strategy
Work with peers in Insurance Marketing Team to develop and embed Insurance customer segmentation, redefining / realigning customer value propositions for Insurance customers. Working closely with product teams to ensure value prop remains relevant and aligned to core product offering
Ensure compliance with all risk management policies including in respect to Change Management; Tactical and Strategic Planning; Process Performance and Review
Maintain strong awareness of Insurance governance and regulatory frameworks and ensure that these obligations and responsibilities are met
Ensure all business is conducted in a compliant ethical manner consistent with GE Spirit & the Letter and external legislative and regulatory requirements
Champion and maintain a compliance and integrity culture in the team and across the business
Achieve operating results and take corrective action plans to address deficient performance areas within the GE Compliance and relevant regulatory framework
Minimum 8 years marketing experience, post-graduation, in a service industry, preferably financial services
High level of exposure to the financial services industry dynamics including regulatory environment, compliance and credit risk – Insurance experience desirable
A high level of marketing and insights experience and understanding
Previous P&L exposure displayed through strong financial acumen
Sound core Marketing and Communications expertise
Working knowledge of Product, Operations, Risk, Compliance, Sales
Data and customer analysis, synthesis and segmentation
Budget management
Contracting and negotiating
Influencing skills, negotiation and stakeholder management
Strong communication and synthesising skills; verbal, written, presentation - to lead complex and broad discussions with diplomacy, authority, conviction, commitment and impact
Ability to define, clearly articulate and drive a strategy
High quality attention to detail
Planning – anticipate obstacles and changes to plans and arrange resources to overcome them
Analytical reasoning – analysing and interpreting complex information using defined techniques. Determining and resolving problems
Budgeting – planning and managing costs within defined limits and adjust allocation of funds according to priorities
Contracting – negotiating solutions to internal customer requirements with internal or external suppliers
Strong business acumen, able to detect emerging trends and develop appropriate responses
Proven experience in leading business transformation and change initiatives, delivering profitable and customer focused results
High standard of personal integrity, role models corporate values, able to lead within GE Spirit & Letter
Commitment to continuing self-development

164

Insurance Finance Specialist Resume Examples & Samples

Ensure timely information flow to Management Company for accounts production
Review/improve/amend monthly accounts provided by Management Company
Assist on Solvency II implementation plan
Assist management with Solvency II Model/Solvency Capital Requirement calculation (The successful candidate will have to understand and may in part assist in this process)
Assist in internal and external Audits
Cash management including the maintenance of bank accounts and management of long/short term deposits
Nearly-qualified or newly qualified ACA/ACCA/CIMA or equivalent
Financial services experience (Ideally insurance/reinsurance)
Developing knowledge in Solvency II requirements would be beneficial
Knowledge of IFRS/GAAP reporting
Excellent written and oral communication
Strong Analytical skills

165

Cfsi-gcg-insurance Pre-screener Resume Examples & Samples

Graduate of any 4 year college degree from a reputable school
Prior banking experience an advantage
Adaptable and with good problem solving and team working skills
Organized and with strict attention to details
Good oral and written communication skills
Must be proficient in Excel and powerpoint

166

Insurance & Card Specialist Resume Examples & Samples

Deliver balanced support across key products
Build technical product knowledge, product offers and policies, sales processes and tools, delivering through formats that leverage scale, such as advisor forums, district meetings, webinars, conference calls
Provide product and sales expertise at forums such as sales presentations, promotional road shows, conferences and investor seminars
Create awareness of national and local marketing program and lead the successful introduction of new product launches
Maintain current knowledge of products, policies, processes and tools

167

VP-insurance Risk Management Resume Examples & Samples

Build out of robust board reporting for insurance risk
Analyze and build recommendations on the firms risk appetite
Designing and recommending risk limits and monitoring actual amount of exposure against such risk limits
Working closely with Corporate Actuarial, the Chief Actuaries of the insurance businesses, Technology and Finance areas to identify and capture these risks, as well as influencing the need for consistent processes and data as appropriate
Determining the information that should be aggregated at various levels, including product, business, legal entity and Enterprise; working with the business units to develop the process of acquiring the necessary information
Working across ERM in developing an economic framework for setting risk limits holding capital and measuring business performance
Overseeing the development/ definition of stress scenarios
Coordinating the business units' quantification of the impact of those scenarios
Leading the efforts for the longevity mortality netting project
Working on both company-wide and ERM specific special projects
Strong analytical capabilities with ability to apply analytical/critical thinking background to new situations
Extensive experience with mortality and policyholder behavior for variety of insurance company products
Knowledge of capital markets a plus
Experience with economic capital, embedded value or value at risk
Strategic, creative and broadly focused thinker
Strong oral and written skills
Demonstrated ability to influence business partners
Effective interpersonal skills and highly skilled in collaboration since this role will require constant interaction with business unit contacts and Corporate Actuarial
Conceptual thinker that is able to collaborate effectively or work independently by taking a leadership role
Detail oriented and analytical
15+ years of broad insurance experience

168

Assistant General Counsel, Insurance Resume Examples & Samples

Assist the operating divisions of Affinity in the engagement of clients and the structuring of insurance offerings in a way that maintains the competitive advantage of Affinity and delivers leading solutions to our clients, comprised primarily of organizations that make insurance available to their members, while meeting all legal and regulatory requirements in the increasingly scrutinized consumer space
Work closely with sponsoring organizations though which Affinity products are offered to consumers to develop solutions tailor-made to their specific group members
Structure business operations and client and market engagement to comply with the insurance laws, specifically as apply to direct-to-consumer insurance products, as promulgated by the various states
Analyze and maintain disclosure methodologies and business practices consistent with applicable Aon policies
Draft and negotiate corporate agreements with clients, including compensation and confidentiality agreements
Advise Senior Management in all aspects of the formulation and execution of Aon’s business strategy and key initiatives
Assist brokers in the mitigation of potential errors and omissions through application of candidate’s detailed knowledge of the responsibilities of insurance brokers and the duties owed by brokers to insurers and policyholders

169

Regional Insurance Accountant Resume Examples & Samples

Post cash receipt entries
Post cash disbursements, produce and distribute checks
Post all adjustments and maintain appropriate backup documentation
Research and process all corrections for Account Currents and Accounts Receivables
Post monthly income entries to BB&T General Ledger
Submit all vendor payables to Accounts Payable for processing
One year of experience in an accounting role

170

AVP, Insurance Compliance Resume Examples & Samples

Understand current rules and best practices related to the sale of fixed annuities, fixed life, disability insurance, long term care, variable life, whole life, life settlements and structured settlements
Evaluate current LPL capabilities against those rules and best practices
Communicate guidance to internal business owners on actions that should be taken to address gaps or improve compliance program
Lead changes to policies and procedures based on new rules, regulatory actions and industry best practices
Develop and manage project plans for key compliance initiatives
Act as primary compliance contact for insurance product sales team
Respond to product related regulatory inquiries
Assist in the development of education and training content
Maintain subject matter expertise through on-going education and training activities
Extensive experience with and knowledge of insurance products
Experience implementing compliance policies & procedures
Ability to work in team environment and independently
Excellent project management and strategic planning skills
Proven ability to develop and maintain strong business relationships with peers and business partners
Ability to apply analysis, business intelligence, and problem solving skills
Ability to manage multiple tasks concurrently in an efficient and effective manner with minimal supervision
Must be a self-starter, enjoy working in a fast paced environment and be comfortable communicating with all levels of management
Life and Health licensure
Bachelor’s degree or equivalent work experience at financial services firm

171

Regional VP, Central Region, RBC Insurance Resume Examples & Samples

Champion RBC's strategic vision by executing on key sales and distribution strategies to contribute to RBC Insurance goals
Provide focus and clarity in establishing individual goals, driving performance management, supporting career development and rewarding strong performance
Develop and achieve consistent and sustainable premium growth through sales goal achievement within life, living benefits, and wealth lines of business
Manage key distributor and advisor relationships to facilitate communication and to explore new revenue generating opportunities; and strengthen existing partnerships
Enable a culture of continuous improvement by building capability and accountability for results through sales management routines and the use of our observational coaching program within a team environment
Execute in a changing world, supporting employees through proactive communication, issue resolution and effective collaboration skills to stay focused on business priorities
Build strong success plans to allow for seamless transition of roles
Ensure sales representative are compliant in meeting licensing and continuing education requirements as defined by provincial regulations, as well as all RBC courses such as Privacy, Code of Conduct, Anti-Money Laundering, and others as required
Contribute to earnings growth through revenue and expense management
5-10 years of people management experience in a sales capacity
Experience leading a commission-based sales force is preferred
Track record of developing/enabling high performance sales cultures
Ability to create a positive team atmosphere and develop sales management skills in others
Strong coaching and mentorship skills
Advanced skills in selling, negotiation, motivation, and communication
Prior experience working in the Life Insurance & Investment Industry is an asset
LLQP (Life License) an asset
LI-KC1

172

Temporary Insurance Project Manager Resume Examples & Samples

Identify and manage vendor risks per the Enterprise Vendor Management policy and guidelines
Conduct vendor calls to determine their geographic market
Develop and effectively execute on vendor contingency and termination/transition plans
Communicate overall relationship health and vendor performance to Business Unit Manager and Senior Leadership
Coordinate financial and business approval activities including business case development, tracking and governance
Operate and deliver results in a highly matrixed, integrated team environment
Facilitate project meetings and conference calls to ensure project schedules and budgets are met
Communicate project issues and changes in deadlines to keep management informed
Keep up with changing standards and impacts they might have on projects
Thorough understanding of project management methodology
Ability to effectively communicate both verbally and written
Ability to work well with others and with little supervision
Ability to use Microsoft Office

173

Insurance Attorney Resume Examples & Samples

All aspects of state and federal regulation of variable and fixed annuities, life insurance, disability insurance, and long-term care insurance products
Agent and agency licensing and registration
Negotiation and drafting of various legal documents relating to the distribution of insurance and annuity products, such as general agent agreements, sales agreements, revenue-sharing agreements, reinsurance agreements, and other agreements
Other legal issues that may arise regarding the use of annuities and insurance in the context of wealth management
Reviewing marketing materials and sales strategies
Support product and strategy initiatives
Laws relating to the corporate governance of life insurance companies, including holding company act filings and other filings
Experience at a financial services company a plus
LI-EL1
LI-Recruiter

174

VP, Creditor Insurance Resume Examples & Samples

Brands - CIBC, Presidents Choice Financial, and Home Loans Canada
Distribution channels - CIBC branches, Mortgage Advisors, Telephone Banking, 3rd Party Call Centres, PCF pavilions, call centres, and Home Loans Canada
Maximize the profitability of insurance products through the establishment and achievement of annual profit targets and plans
Develop innovative and competitive new insurance products based on customer market research, market trends, competitive threats, regulatory changes as well as sales force requests
Lead all product components including product features, product pricing, distribution strategies and operational processes to maximize profitability and enable the achievement of sales targets
Monitor monthly product profitability – investigate plan variances, forecast volumes and take corrective action as required to meet annual profitability targets
With leading Canadian insurance underwriters coordinate the development of competitive creditor insurance products and effective means to offer them to CIBC customers
Lead the implementation of new creditor products including materials on product features, pricing and communication/marketing materials
Determine appropriate features, pricing and sales channels for new and existing products. Develop business cases, NIAPs and obtain approval for major initiatives or building of new products and channels
Seek and sponsor required funding and resources and manage assigned projects to implement product enhancements
Develop and implement detailed marketing/communication strategies and business plans, including specialized direct marketing and telemarketing campaigns programs, across all products and all sales channels
Sponsor development of integrated internet channel capability across all insurance product lines. Partner with RBB e-channel strategy and planning to ensure alignment with RBB strategy
Obtain customer research to ensure that current and future customer insurance needs are met and incorporate customer research findings into the development of insurance products and features
Sponsor and guide development of strategies and plans for the Customer Service Contact Centre
Spearhead development, implementation and integration of Customer Service standards and processes to ensure customer satisfaction and loyalty across all Channels and with all underwriters
Establish comprehensive, competitive Customer Service call centre standards and complaint resolution processes; monitor performance to internal and external partners on an ongoing basis
Regular contact with Senior Executive Management across CIBC to identify and discuss business needs, directions for insurance initiatives, the results of such initiatives and for planning purposes
Regular contact with Technology & Operations management
Regular contact with a great number and variety of external partners (e.g. underwriters) to negotiate and contract services and support at the most senior level
Maintain regular contact with business, product and support management within CIBC
Regular contact with insurance customers via the customer contact centre
Ongoing contact with senior members of other Insurance Companies who are members of the CLHIA as well as Provincial Insurance regulator representatives
The incumbent is personally responsible for compliance with all regulatory and governance programs related to Insurance Products and Programs
As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, guidelines and controls
As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and control requirements
Expert knowledge of practices and procedures in specialized areas of product development and management and well developed knowledge of strategic, business and financial planning
Extensive knowledge of marketing techniques, practices and processes of both direct marketing and channel marketing in order to evaluate complex situations and arrive at innovative solutions
Demonstrated leadership, change management, and influencing/negotiation skills to effectively establish and manage key internal and external relationships
Comprehensive general management knowledge and ability to lead teams, manage and implement large scale projects
Strong problem solving skills in order to develop unique approaches and solutions in a highly complex and constantly changing environment
Well developed presentation, written and verbal skills sufficient to convey complex conceptual information and ideas

175

Insurance Case Manager Resume Examples & Samples

Analyze new client applications once received from the operations staff to ensure the rate applied for meets the carrier’s medical and financial underwriting guidelines
Use insurance experience, knowledge and research to identify any “red flags” that may prevent the client from receiving the best offer
Identify additional information needed to receive an offer from the insurance carrier
Work with carriers and vendors to retrieve any outstanding required medical and financial information
Analyze carrier requirements and use independent judgment to assess insurance risk for applicants
Analyze client’s needs and recommend to advisors alternative solutions for clients, as necessary
Work as the advisor’s advocate and negotiate the need for outstanding requirements or information to ensure offer is received as quickly as possible
Analyze all medical information once an offer is made. If the offer is other than applied, research other carrier guidelines and pricing and analyze whether it is in the client’s best interest to take the business to a different insurance carrier. Negotiate with sponsor carrier underwriters and LPLIA Sales, based on own discretion, to secure the best offer for the advisor’s clients and ensure the highest placement ratio of contracts
Independently work on a high volume case load and significant premiums while maintaining service level agreements that are in place for case management
Respond to all emails and voicemails promptly and communicate with agent’s regarding case status at least once a week
High School diploma or equivalent required, Bachelor’s degree preferred
Minimum of 3+ years experience as a field underwriting/case management specialist with Life Insurance (Term, UL, SUL, Whole Life, VUL, Long Term Care)
Experience with Regulation 60, Irrevocable Life Insurance Trusts, Buy/Sells, Key Man
Insurance Licensing preferred
MS-Office tools proficiency
Must be skilled in the use of a personal computer and specialized software, proficient with new business tracking software and imaging systems (e.g. Agency Works, Paperclip, Exam One)
Build and foster strong working relationship with senior underwriters of the general agency approved carriers and office staff
Results/goal oriented
Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem solving skills
Ability to manage multiple priorities and adapt to change quickly and strong organizational skills and attention to detail

176

Big-insurance Corporate Tax Manager Resume Examples & Samples

Build and maintain tax relationships with clients and provide high levels of client service
Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations
Key member of one of the client service groups providing full tax services to a client portfolio
Team player; ability to integrate with new teams quickly
Outgoing with good relationship skills and the ability to deliver quality output
Relevant Tax experience is essential for this role, experience within or advising the insurance industry would be preferred but is not essential, experience of working in the M&A tax space would also be helpful
Ability to identify areas of risk, carry out an effective review and know when to refer upwards
Team player with ability to build effective relationships at all levels
Project management skills, plan and prioritize work, meet deadlines, monitor own budget
Ability to solve problems creatively and pragmatically
ACA/CA/ACCA/CTA; or
Tax Inspectors with full Technical Training Course; or Law qualification

177

Regional Insurance Accountant Resume Examples & Samples

Establish appropriate controls for accounting area consistent with internal and external audit requirements
Responsible for month-end close and proper reporting of accounting information to BB&T general ledger/tax department for Insurance subsidiary(s)
Provide training to acquired agency associates with regard to BB&T standard accounting procedures. Act as a resource person for acquired agency associates on accounting issues
Evaluate current accounting procedures in place in newly acquired agencies
Coordinate accounting conversions of acquired agencies
Assume responsibility for agency accounting for assigned agencies
Five years of experience in an accounting role
Good organizational and interpersonal skills
Knowledge of insurance accounting
Ability to work without close supervision

178

ERS Insurance Resume Examples & Samples

Up to date knowledge of the regulatory environment impacting insurers
Business consulting experience, with excellent client liaison and communication skills as well as commercial awareness
Knowledge, or experience of supervisors activity on risk management related matters in insurance firms would be advantages
Trong academic background at least a 2:1 within a Bachelor's degree (or equivalent) in a business, actuarial or finance related degree
Robust presentation skills and professionalism
Report writing and presentations skills
Client management skills and ability to build and develop networks and relationships
Experience of managing and developing people through effectively supervising, coaching, and mentoring will be required

179

Health Insurance Actuary Resume Examples & Samples

O Assist with the evaluation of modeling and projection results for all reporting bases
FSA accreditation with 5+ years of actuarial experience in life and health insurance
Actuarial Science, Mathematics, Statistics, Economics or related field
Experience with valuation, financial reporting, or modeling of life and health insurance business
Good working knowledge of health insurance products
Good working knowledge of IFRS (GAAP), Statutory and Tax valuation principles
Effective oral and written communication skills, demonstrating the ability to convey complex mathematical and analytical concepts to various audiences
Knowledge of actuarial projection software (MoSes, ALFA, Prophet, AXIS or equivalent)
Advanced PC and technical skills, including spreadsheets, statistical programs and database applications
Expert with Modeling/Projection software (MoSes, ALFA, Prophet, AXIS or equivalent)
Embraces change and quickly adapts to new methods and accountabilities
Maintains effectiveness when working under tight deadlines and stressful conditions
Ability to work with multiple teams from diverse backgrounds

180

Health Insurance Actuary Resume Examples & Samples

O Assist with, and provide recommendations related to, the evaluation of modeling and projection results for all reporting bases
FSA accreditation with 7+ years of actuarial experience in life and health insurance
Extensive knowledge of health insurance products

181

Gcg-insurance In-business Risk & Control Head Resume Examples & Samples

Establish a compliance framework for the insurance business in Asia Pacific by overseeing the design and development of product, sales and operational processes to ensure a robust and compliant insurance franchise
Work with Regional counterparts (IBC, ERM, IPR, AML, Compliance, Legal) in developing effective surveillance and monitoring parameters and KRIs and self-assessments, including but not restricted to sales surveillance, customer post-purchase call backs (welcome calls), call monitoring or QA, mystery shopping, customer complaint monitoring, product reviews, etc
Assist with the development of compliant sales and marketing programs for AIA/ Citi partnership
Work with Citi’s Global team on any Global insurance compliance initiatives or reviews
Work with Compliance (Citi/ AIA) in delivering Global and APAC Insurance Policies including periodic updates to the same. Ensure regulatory compliance by working closely with Citi/ AIA control function
Coordinate with country insurance management product teams, regional control functions and system SMEs to ensure successful implementation of new regulatory/Citi policy requirements
Manage all FATCA and AML requirements related to Citi’s insurance business
Coordinate with Regional Risk prioritising COE
Manage updates/deliverables to Regulators
Manage the Regional Business Insurance Committee meetings, which provide oversight of the Insurance Business in the Asia Consumer Bank
Partner with Key regional Control Functions to identify significant franchise, operational and regulatory risks related to insurance products
Responsible for regional aggregation of monthly insurance KRI report
Provide guidance to Country Insurance Management teams on new and periodic product program reviews
Drive consistency across countries related to Product Program documentation and standardization of key control processes
Ensure best practices are shared with all markets to drive business growth with enhanced controls
Prepare, review and collaborate with Regional Training team on implementation of certification programs
Minimum 10+ years of experience in Insurance/product management
Good understanding of various customer segments like Citigold and CPC
Good understanding of insurance regulations, control and AML
Strong Stakeholder Management Skills (e.g. communication, influence & negotiation)
Job may require some travel

182

Insurance Operations Specialist Resume Examples & Samples

Review all policies to ensure issued properly according to approval and plan and amounts applied for
Make inquiries replacing carriers to expedite 1035 exchange monies
Prepare all completed documents for entry into Agency Integrator for tracking and completes imaging processing to the appropriate insurance carrier sponsor
High School or GED required, Associate's degree preferred
2+ years prior administrative or operations experience in a business oriented environment
Life Insurance background or license preferred
Intermediate to advanced in MS Word, Excel, PowerPoint, and Outlook; Access a plus
Relationship building skills
Highly detail-oriented
Customer service mentality
Excellent problem solving skills are required
Must have very strong PC/keyboard skills
Ability to multitask in a fast-paced, and ever-changing work environment
Handle sensitive and confidential information, work independently as well as work within a team

183

Audit Managers, Insurance Resume Examples & Samples

Secure and enhance relationships with senior client management
Develop and maintain an appropriate external network of business contacts
Approve engagement budgets and agree fees, where appropriate

184

Private Bank Insurance Officer Resume Examples & Samples

Fields all client inquiries providing expert resolution
Services existing book of business with focus on customer retention/revenue generation
Works independently and builds strong client relationships
Identifies and acts upon cross-sell opportunities, generating revenue for the group
Has the expertise to review and understand contracts and check validity
Reviews accuracy of policies, reports errors to carriers with independent follow-through
Processes Customer requests for policy changes and ensures prompt delivery
Inputs/updates customer information, life event information, policies and invoices in agency system
Maintains customer files - making sure all audit and compliance requirements are fully satisfied
Notifies carriers of claims and ensures proper handling by entering follow-data in the agency system
Promote an environment that supports diversity and reflects the HSBC brand
Apply compliance; maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators; adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report issues and operational loss events. Abide by human resources and other HSBC policies in support of our ethical and respectful work environment
Complete other responsibilities, as assigned
Self-motivated and results-oriented
Property and Casualty license required; Life/Health license preferred
Product knowledge of homeowners, automobile, valuable articles, umbrella/excess, watercraft, aviation, kidnap & ransom, special risk, flood, earthquake, etc required
Proficient in using Microsoft applications, such as Windows, Word, Excel

185

Insurance National Sales Consultant Resume Examples & Samples

The Insurance NSC will wholesale our RiverSource Insurance products through incoming advisor sales calls
The NSC will assist advisors with product features and benefits, proposals, competitive analysis and product positioning and sales strategies
The NSC will work closely with other wholesaling partners, both internal, and external, as well as internal business partners to support client/advisor needs and business objectives
The NSC position is a sales position
The compensation is a base salary plus an attractive monthly sales bonus incentive plan
Series 7 or 6, 63, Life and Health License Required
Experience in the financial industry preferably in sales and/or wholesaling
Ability to work in a team and sale/results-oriented environment
This position is a base salary position plus sales bonus compensation plan

186

Marketing Assistant Insurance Resume Examples & Samples

Responsible for the new business life application process by
Ensuring all necessary paperwork is completed and submitted accurately and efficiently
Inputting all necessary information (both contact and pending case information) into the client relationship management database (Smart Office)
Running necessary reports and updating policy statuses on the database to ensure commissions are paid out accurately and timely
Maintaining an open line of communication between advisors, clients, SMFS Insurance Admin, and insurers
Manage Insurance Branch reporting needs by
Run weekly pending reports and distribute to IC team and Branch mgt
Work closely with insurance team to understand and anticipate reporting needs of their advisors and branch management and communicate those reporting needs to Business Analyst
Update and maintain prospect pipeline report
Support the policy review process by providing advisors with relevant information in advance of the policy
Review Agent of Record (AOR) forms for good order before submission to SMFS In-force
Assist and follow-up on urgent notices sent to advisors to prevent policies from lapsing
Respond to emails and telephone inquiries on service requests within standards
Running quotes from Lifeguide and Cannex when requested by ICs
Distribute promotional and marketing materials on ad-hoc basis
Setting up client and advisor meetings
Handle communications in and out of the IC’s office by
First point of contact for advisors when IC is out of the office for an extended period of time
Processing incoming and outgoing mail and correspondence, including courier packages, e-mail and faxes
Coordinating orders for any advisors who require documents

187

Insurance Operations Specialist Resume Examples & Samples

Analyze and process contracting and appointment requests as received from financial advisors via email and/or fax. Use industry experience, knowledge and research to identify any “red flags” that may prevent the financial advisor from becoming contracted and/or appointed within a reasonable timeframe
Identify additional information needed for an advisor to become contracted and appointed with insurance carrier. Work with carriers and financial advisors to retrieve any outstanding required information and documentation
Submit all contracting and appointment requests to the insurance carriers via their preferred method (email, fax, etc.) and follow up to ensure receipt and processing
Maintain group email inbox (respond to advisor and carrier initial and follow up requests) while maintaining service level agreements that are in place for contracts and licensing. Respond to all emails and voicemails promptly (within 24 hours) and communicate with carriers and advisors. Perform all functions of the role through execution of the LPL Success Factors
Participate in projects, as assigned
High School diploma or GED required, Associate's or Bachelor’s degree preferred
3+ years’ experience as a contracts and licensing specialist or equivalent work experience with a Life Insurance Agency or Insurance Carrier
Life Insurance license preferred

188

Corporate Insurance Attorney Resume Examples & Samples

The Corporate Insurance Attorney counsels Caterpillar Insurance personnel regarding matters which frequently involve substantial sums, complex issues, and direct interface at upper management levels. Transaction support often involves direct contact and negotiation with end users or dealer customers to resolve issues and finalize documents under short time constraints. The incumbent conducts legal research and drafts or revises various legal documents for financial transactions. Advice, interpretation, opinions, and recommendations are provided over a comprehensive area of the law, both U.S. and worldwide, including secured transactions, marine financing, corporate, securities, labor, insurance, independent power projects, and procurement
Provides advice, interpretation, opinions, and recommendations concerning insurance regulatory and business matters. Has full responsibility for strategic planning and management of activity through the assigned paralegal and outside counsel such that actions are taken to protect Company interests and maximize recoveries. Requires management of outside counsel engagement and cost and performance
Responsible for individual maintenance and further development of legal knowledge related to core business activities, and for the development of educational programs, materials, and skills for Region Office, Headquarters, and department support personnel. Serves as Compliance Officer and performs occasional audits of matters to ensure conformity to required procedures and practices, and initiates corrective action when required
Quality is maintained in this position through the ability of the incumbent to provide sound, accurate legal advice throughout Caterpillar Insurance. Must stay abreast of the current legal system and must pay close attention to detail in the development of Caterpillar Insurance contracts for various internal and external customers. Serves as Secretary responsible for corporate governance
Participates on Investment Committee with advanced knowledge of insurance investment practices and regulations
Participates in the established continuous improvement objectives for the department. Measures progress toward the continuous improvement standards and sees that the necessary measurements are maintained. Participates in the resolution of identified problems. Analyzes data and makes all business decisions based on such analysis
Understands the Harassment policy of the company and is responsible for its application in all aspects of employment
A juris doctorate
Admission to practice with a state bar
Minimum of 10 years as an Insurance Regulatory Attorney is required, either in-house or in private practice
Work experience, as an Insurance Regulatory Attorney must be progressively increasing in responsibility and accountability and demonstrate the skills and knowledge required to become fully competent as a Corporate Insurance Attorney
Ability to apply human relations skills with internal and external customers including serving as a key representative of the insurance company before insurance commissioners and directors and their staff
Advanced knowledge of insurance laws and regulations governing the insurance business
Advanced knowledge of procedures and operations of the corporate business units
Advanced knowledge of the corporate legal system
Advanced knowledge of laws and regulations involving insurance
Advanced knowledge, consideration and application of statutes, legal precedents, and administrative regulations
Advanced ability to handle the more complex international transactions and insurance business
Advanced knowledge of insurance corporate governance, insurance holding company regulations, investment law and regulations, and all aspects of insurance company operations and compliance
Advanced awareness of pending legislation, which would impact operations of Caterpillar Insurance and Cat Inc

189

Insurance Customer Service Resume Examples & Samples

Manage inbound and outbound customer calls
Liaise with external stakeholders including clients, underwriters and sub-agents
Maintain records and ensure customer details are up to date
APA in Personal Lines or Fully CIP Qualified
1 + years General Insurance experience
Experience using internal systems
Ideal candidate would have previously sold insurance or been on a customer services team within General Insurance
Strong administration skills

190

Insurance & Annuity Representative Resume Examples & Samples

College Degree or equivalent experience
Excellent interpersonal skills, team player and client relationship-building skills
Required

191

Health & Insurance Operations SBU Manager Resume Examples & Samples

Coach and mentor aligned operational analysts and provide general oversight related to the delivery of ongoing client administrative activities
Coordinate training & development plans for all operational staff, integrating with other delivery towers as appropriate
Serve as ongoing client contact and escalation point for aligned processes
Ensure consistent and compliant administration of first-level claims determination
Manage the second-level appeals process for client committee meetings and ensure the accurate preparation of comprehensive meeting materials
Identify improvements resulting in more efficient, higher-quality processes
Review, approve and ensure the currency of operational process flows, quality assurance control plans, administrative summaries, and standard operating procedures
Support and foster integration with our global partners in India
Drive predictable results by leveraging aligned stakeholders across the world
Formulate, design and implement operational procedures and business practices
Implement process and service delivery improvements across all functional areas
Swiftly and effectively resolve client escalations
Develop strong and partnering relationships with the client and internal parties to ensure seamless delivery of specific tasks, special projects and/or participant issues
Attend, and facilitate client and internal meetings _Essential Skills/Knowledge_
5 years of deep health and insurance regulatory and legislative knowledge including familiarity with the administrative impacts of the Affordable Care Act
10 years of total work experience in benefits administration outsourcing
ERISA Claims and Appeals administration experience a plus
Maintains a healthy mix of management and technical skills
Ability to problem solve and drive root cause analysis
MS Office-working knowledge of Excel, Word, PowerPoint and Access
Ability to navigate and learn multiple systems
Responds willingly, promptly, and effectively to changing work environments and conflicting priorities
Builds capability to contribute by taking responsibility for own development
Fosters a culture of innovation and creativity _Education_
Bachelor Degree in Law, Business, Management or equivalent outsourcing experience
Project Management, Benefits or Technology Certifications a plus

192

Insurance Call Center Representative Resume Examples & Samples

Receive new subrogation cases daily such as MVA’s, COR’s, Traumas, Medical Malpractice, Client, NCP’s and other case types
Open subrogation cases according to Operational Procedures. For example, analyze the Motor Vehicle Accident report, determine who the responsible party is, and subrogate all liable third parties within four business days of receipt of new case notice
Work open active subrogation cases according to Operational Procedures every week, every 30 days, or every 60 days depending upon case type until subrogation cases are resolved. (Does not include referred cases to the Attorney General). Use Weekly Tickler report from TPL Supervisor to complete/work subrogation cases according to the Contract with the Department of Health
Refer cases to the Attorney General, which meet referral criteria within two weeks (or 10 working days) from request by the Attorney General or from the date cases are identified as meeting referral criteria
Request a client history profile every 6 months unless otherwise advised. This does not apply to referred cases
Close cases within 1 business day when returned by the Attorney General’s Office. Must have a letter, e-mail, and transmittal with the approval to close the case. Correspondence must be date stamped
Update the TPL Resource File with health insurance information. Terminate health insurance resource records when a client is no longer covered
Verify and balance deposit logs coming back from the State to our database according to contractual requirements. Required Qualifications
Strong analytical, comprehension, and problem solving skills
Must be able to work overtime when required
Personal computer experience
Strong and well developed customer service skills
Must be able to work independently and as a team member
Strong written and verbal communication skills Preferred Qualifications
Understanding of private health insurance and casualty insurance carriers
Familiarity with Medicaid Reimbursement and Medicaid provider policy
Helpful to have experience with medical terminology Sensitivity of POSITION
Works with protected health information (PHI)
Education and Experience
High School or equivalent required
Any certificates for medical or legal helpful

193

Health & Insurance File Interface Manager Resume Examples & Samples

Coach and mentor aligned analysts and provide oversight related to the delivery of all ongoing file interfaces
Review, approve and ensure the currency of related file specifications documents, operational process flows, quality assurance control plans, administrative summaries, and standard operating procedures
Perform impact and root cause analysis related to any interface issues
Craft a comprehensive defensive query plan aimed at prevention and risk aversion
Formulate, design and implement operational procedures and business best practices
Balance work demand inventory against available time/resources
Evaluate compliance risk and adjust ongoing process deliverables as needed
Swiftly and effectively resolve client escalations and related participant issues
Develop strong and partnering relationships with the client, third party vendors and/or ancillary service providers and other internal parties to ensure seamless delivery of specific tasks, special projects and/or participant issue resolution
Attend, and facilitate client and internal meetings
Ability and level of proficiency across all outlined attributes
Maintains a healthy mix of management and technical skills. _Essential Skills/Knowledge_
Minimum of 10 years of total work experience
Minimum of 5 years experience of deep health and insurance regulatory and legislative knowledge including familiarity with the administrative impacts of the Affordable Care Act
Minimum of 3 years experience managing and/or leveraging people toward successful outcomes
Experience creating functional and/or technical specifications
Carrier Interface Files experience
Working knowledge of SQL a plus
Ability to work under tight deadlines, managing multiple tasks
Navigate and learn multiple systems
Passionate, driven and optimistic
Welcomes the unexpected
Strong quality assurance focus
Collaborative partner that is engaged by fostering strong working relationships
Logical and efficient, with a deep attention to detail
Strong client service orientation
Demonstrates the ability to prioritize and balance multiple demands effectively
Ability to quickly identify problems and implement corrective action plan by leveraging aligned resources
Works autonomously, prioritizes client deliverables and ensures team productivity
Fosters a culture of innovation and creativity. _Education_ High School diploma, required Bachelor Degree in Business, Management or equivalent outsourcing experience, preferred Project Management, Benefits or Technology Certifications a plus

194

Insurance Recruiting Director Resume Examples & Samples

Communicate Ameriprise value proposition through insurance/annuity knowledge and expertise effectively to prospective advisors. (e.g., overcome objections, provide clarifying information). Evaluate advisor practices to ensure portability of assets, right fit and compliance with company hiring standards
Partner with the National Director of Insurance Recruiting to provide candidate level expertise and consulting with other team members including training, competitive intelligence and skill building around the segment
Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Provide direct feedback to products partners and key EAR stakeholders on necessary improvements required to expand iEAR strategy. Extensive phone work is instrumental to success in the role
High school or equivalent
10+ years of relevant experience
Series 7
Required knowledge and work experience recruiting in the insurance industry. Implement change while driving results and accountability
Demonstrated strong organization and project management skills and has ability to manage multiple priorities effectively
Outstanding relationship management, negotiation, and collaborating/influencing skills in dealing with all levels in verbal and written forms
Demonstrated ability to assess readiness and to coach and develop others. Strong analytical skills and detail orientation
Ability to implement change while driving results and accountability. Able to work independently
Associate (2-year) degree or equivalent

195

Insurance Coverage Attorney Resume Examples & Samples

Draft pleadings and briefs
Prepare correspondences to colleagues and clients
At least two years of experience with insurance coverage
New Jersey license, New York admission a plus
Experience with internal and/or insurance claim investigations

196

Senior Sales Consultant Group Insurance Resume Examples & Samples

Keep informed of current events, market news and internal information on RBCnet and applicable internal sites
Undertake all required or suggested training to ensure skills are up-to-date and meet or exceed position requirements
Develop and demonstrate key behaviours of top performers – putting clients first, collaboration and acting on our accountabilities
Maintain professional, advisory and supportive relationship with all RBCI partners in local market and back office support groups
Perform all services required by RBC Life Insurance Company (RBC Life) and comply with all policies and requirements with respect to the sale of RBC Insurance products
University degree or equivalent
LLQP Designation preferred
CEBS GBA 1 and 2 preferred
Strong technical knowledge of Group Benefits product lines
5+ years professional sales experience in Group Benefits field preferred

197

Sales Consultant Group Insurance Resume Examples & Samples

Demonstrate personal commitment to ensure skills/knowledge/accreditations are up-to-date and meet position requirements
Keep informed of current events, market news and internal information on RBCnet, role page and applicable internal sites
Undertake and complete all required or suggested training to ensure skills are up-to-date and meet or exceed position requirements
Furnish proof of CE credits as provincially regulated

198

Insurance Strategist Resume Examples & Samples

Be available to accept incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors
Possess a clear understanding and knowledge of our the channels of the bank, their requirements, and one’s role within their systems
Be able to question a client regarding personal or business needs and goals, current financial status, be able to articulate identified gaps or opportunities, and describe solutions including life insurance
Be able to communicate in writing or over the phone in a professional and effective manner

199

Wealth Insurance Strategist Resume Examples & Samples

Meet with high net worth and ultra-high net worth clients of Wealth Advisors as a member of the advisory and financial planning team
Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
Support Business Development Specialists in the delivery of marketing programs tailored to channel needs
Interface with support staff for the completion and placement of life insurance on bank clients
Ability to articulate and apply advanced wealth transfer and business planning concepts; understanding of related tax and financial implications of concepts to individual situations
Proficient in consultative sales

200

Insurance Account Assistant Resume Examples & Samples

Process Endorsements
Process certificates, evidence of insurance and auto identification cards
Policy checking and binder setup
Prepare renewal specifications
Access carrier websites for online quoting and obtaining policies, endorsements, audits and loss runs
Complete loss summaries
Prepare applications for marketing
Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures
Contact clients for collection of premiums as necessary and as according to BB&T procedures
Acts with responsiveness, urgency and professionalism
Prioritize work to achieve timely completion of the most critical and sensitive activates
Responds quickly to client requests and works to provide appropriate information
Follow-up with carriers for missing items
Coordinate holiday cards/gifts for clients
Respond to all phones and inquiries no later than 24 hours after receipt
Responsible for all current procedures as outlined in the BB&T Procedures Manual
Responsible to meet continuing education requirements of insurance license
Must hold and maintain a valid CA P/C License
Experience with agency management system. Sagitta preferred but not required
Excellent communication skills with the ability to provide clear, concise and accurate information in a written and verbal format
Proficient with office procedures as well as computer systems such as Microsoft Outlook and Excel
Able to handle the pressure of fast paced unit, with minimal supervision, and to deal effectively with clients, insurance company personnel, management and co-workers
High school graduate (or equivalent education and related training)

201

Global Insurance & Risk Manager Resume Examples & Samples

Bachelor's or Master's degree in Insurance and Risk Management, Business, Finance or related field
Preferred Associate Risk Management (ARM) and/or Chartered Property Casualty Underwriter (CPCU), CRM,CIC, FIRM or equivalent certifications
5-10 years of experience in global Insurance Risk Management in Technology/ online Retail industries, or a closely related industry
Strong technical knowledge of

202

Insurance Resume Examples & Samples

Assisting in execution of on-going deals within the group, e.g. M&A transactions, capital raising etc
Supporting senior bankers delivering strategic advice to clients
Experience of working within Investment Banking, Transaction Services or boutique advisory firm with a focus on Financial Institutions and specifically Insurance
Fluency in French and/or Spanish
Detail orientated and accurate
Aptitude for financial analysis
Mastery of complex modeling
Ability to identify key issues, draw conclusions and raise questions about results
Takes ownership and drives processes forward
Prioritises and coordinates projects effectively
Embraces and balances new / differing ways of thinking / working
Keeps senior team members updated, manages expectations / able to use constructive feedback to resolve conflict
Builds collaborative and productive working relationships / willingly works with others to share information
Develops and trains junior team members
Judgment: knows when/how to escalate and compromise / responds positively to changing needs and circumstances/is able to change direction quickly
Seeks to develop/ learns from experience / proactively participates in own and others' career progression
Certified accounting qualifications (first time passes), CFAs or actuarial qualifications a plus

203

Insurance Advisory Professionals Resume Examples & Samples

Investigate and analyze the impact of various market and regulatory changes on insurers’ operating and business model
Analyze, document and improve clients' data quality, processes and business requirements
Provide business process and re-engineering support to insurance companies
Devise business cases as needed
Working effectively as a team member
Developing and maintaining productive working relationships with client personnel
Conducting performance reviews and providing feedback for staff
Coaching and supervising junior staff
Coordinating the workload in various projects

204

Insurance Products Risk Analysts Resume Examples & Samples

Analyze global/ 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
Develop, review and monitor risk metrics for insurance products and services across retail channels
Evaluate risk tools in place or needed to effectively identify, address and monitor risk issues with appropriate escalation. Enhance these tools with business participation, as needed
Liaise with the businesses and with the IPR Reporting and Analysis team on monthly and quarterly Business Evaluation reviews
Assist in reviewing Insurance Product Programs and new Insurance Products, liaising with the business to provide advice, feedback and inputs, as needed
Engage with the chairs and coordinators of the global and regional Distribution Product Approval Committees (DPACs), as well as other professionals, in assessing and prioritizing submissions of new insurance product approvals to DPAC
Prepare responses to business/firm inquiries on relevant insurance product matters
Create periodic presentations to the Product Approval Committees, Citi senior management, and regulators. This requires synthesizing and translating complex concepts into ‘user-friendly’ language, to effectively present in text or slide format
Work with the Global Insurance Risk Head (within IPR) and appropriate risk managers and control functions to develop/ enhance policies and standards, where required
Drive special projects to completion, at the direction of the Global Insurance Risk Head or Regional/ Global IPR Head(s)
4-5 years’ work experience
Bachelor’s degree. Advanced degree in business, finance, law or economics desirable
Exposure to wealth management and/ or insurance products
Strong communication skills – oral and written presentation. Proficiency in Microsoft Office tools (Word, PowerPoint, Excel). Working knowledge of Spanish will be a plus
Strong work ethics. An ability to drive tasks through to completion, sometimes in the absence of clear direction
Strong quantitative and analytical capabilities
Intellectually curious. Eager to learn about insurance and investment products and services
Flexibility in thought and approach; Ability to see the "big picture" without losing attention to detail
Strong ethical and moral compass
Team-player with ability to connect with people across functions and create and maintain strong relationships
Open to expanding responsibilities outside of direct experience

205

Insurance Accounting Resume Examples & Samples

Serve as primary client contact
Prepare captive financial statements and related work papers
Prepare Annual Reports and related work papers
Act as liaison to captive’s tax preparer; prepare internal tax support work papers
Be contact point for regulator questions on the annual report
Receive, scan, file and process all bank and/or brokerage statements and supporting documents
Receive, scan, file and process all accounts payable transactions
Receive, scan, file and process all premium cession statements (accruals, cash receipts)
Process loss runs (accruals, cash payments)
Prepare any additional informational tax filings that need to be made (1099-DIV, 1098, 1099-INT, etc.)
Regular use of QuickBooks accounting software
Perform various ad hoc tasks, projects, and reporting as needed
General knowledge of captive insurance a plus
Proficiency with Microsoft Office including, Word and Excel
Analytical and problem-solving skills with attention to detail
Ability to multi-task, manage workload, and complete projects within cyclical environment
Desire to work in a small team environment supporting the growth of an entrepreneurial firm
Bachelor’s degree in Accounting or related field
Previous work experience within insurance accounting a plus

206

Director Compliance Intl Wealth & Insurance Year Contract Resume Examples & Samples

The incumbent is responsible to for the quality of the compliance programs used by International Wealth and Insurance Investment Products businesses in all countries outside of Canada. In particular, this role provides oversight and direction for the compliance processes used by the mutual fund manufacturing businesses and institutional asset management businesses
This role also supports Investment Products sales processes in all countries where the funds are sold. In this regard the incumbent must deliver (i) oversight and direction on controls and business line standards, (ii) education, training and guidance, and (iii) management of the business unit’s response to situations where requirements are contravened (either intentionally or inadvertently)
Oversight of regulatory tracking processes used (Legislative Compliance Matrices) and issue tracking processes is required by the incumbent to ensure that the businesses remain aware of regulatory requirements and are able to develop operational or system responses in a timely manner. Because most of the businesses this role is accountable for are staffed locally with more junior compliance officers, the Director, Compliance has primary accountability to ensure that all assigned businesses are implementing regulatory process changes on-time and effectively
Although this role is the lead for the International Investment Products business, this role operates in a team environment that supports all International Wealth and Insurance Compliance requirements, and as such the incumbent is also required to support other International Wealth and Insurance Compliance initiatives when assigned. The incumbent is an active member of the management team and provides counsel and direction on strategic business decisions, new systems and compliance control design and implementation. This role requires active and ongoing relationship management with executives, senior business-line management and key stakeholders
Development and management of policies, procedures and governance systems for assigned reputational risks. Such governance systems must ensure key regulatory risks are appropriately managed and tracked once identified, and provide controls over: (i) the decision management process, (ii) escalation protocols, and (iii) timely and appropriate reporting to executives
Responsible for the management of escalated client complaints, internal and external audits and regulatory reviews of International Wealth and Insurance businesses. In anticipation of audits or reviews the incumbent will be required to pre-identify and mitigate risks such audits and reviews may pose to International Wealth and Insurance businesses through sample pre-assessments, testing and/or other detective controls, usually requiring intense pre-work in a short period of time
Support strategic investments and acquisitions. The incumbent will have a significant role to play in the evaluation and due diligence of any strategic investment or acquisition contemplated for – International Wealth and Insurance. In this regard the incumbent would be expected to assess the quality of controls at potential target firms, and look for and identify significant issues based on the available due diligence materials
Represents Scotiabank business lines at industry committees and lobby groups dealing with subjects the incumbent is responsible for. The incumbent is expected to be an industry leader in the areas of international asset management compliance, Wealth and Insurance AML/ATF, and privacy issues, and may be required to act as a committee member, panelist, chair or public speaker at conferences, regulatory change forums, or industry lobby groups
In-depth knowledge of regulatory and related risk management requirements and best practices for asset managers, including with suitability, concentration, AML/ATF and privacy requirements
In-depth understanding of the products, operations, processing and other aspects of the businesses in the wealth management industry
Experience managing governance systems
5-8 years Wealth and Insurance Management/Securities Industry experience is desirable. Previous experience with Scotiabank Group Wealth Management is desirable but not required
Experience in the securities and banking industries, with knowledge of securities law, including operational/custody issues
Highly developed results orientation ensuring effective use of resources in meeting project timelines and budgets
Detail orientated with superior communication and presentation skills
Expert team building skills to create and sustain highly motivated groups within diverse and multi-functional reporting units
Ability to balance sometimes competing or conflicting goals of various departments/stakeholders, requires highly developed negotiation and influencing skills; and
The ability to present concepts, project details and status reports to senior executives and stakeholder groups, placing a high demand on the incumbent for subject matter knowledge and presentation skills

207

Audit Manager Global Banking & Markets Wealth & Insurance IT Audit Resume Examples & Samples

Data that is entered and stored on behalf of the Bank and its customers
Platforms employed to process the bank's applications and data
Networks used to transmit data, voice and images between processing locations; and
Reliance on third party service providers
Provide input on the planning of audits or assigned areas of low to medium complexity ensuring scope and extent of work is in accordance with the approved plan, timing and budget are reasonable, procedures are efficient, appropriate resources are assigned and risk understood
Develop a thorough understanding of the business, risks and processes for assigned projects
Identify emerging issues that may impact the audit plan
Audit Execution
Execute and manage assigned activities independently in accordance with the Department Standards ensuring the nature and extent of testing is appropriate to support the audit opinion
Determine the efficiency, effectiveness, integrity and reliability of internal controls in relation to defined control requirements by conducting the audit of assigned processes/units/projects
Ensure facts are gathered and their full meaning is established; determine the root cause of the problem and provide practical recommendations as to how they can be mitigated
Reporting
Summarize issues in a draft audit report for review by the Director/VP on a timely basis
As directed by management, carry out specific projects or investigations
Strong ITApplication auditing knowledge/experience
Knowledge of IT standards and industry best practices
Thorough ability to write clear, concise audit reports as well as internal and external communication
Thorough knowledge of MS Office software

208

Director Compliance International Wealth & Insurance Resume Examples & Samples

In-depth knowledge of regulatory and related risk management requirements and best practices for assigned wealth and insurance businesses (which include brokerages, pension funds, trust companies, asset management firms, wealth structurers, private banking, insurance product manufacturing and distribution); including suitability, concentration, AML/ATF, fiduciary and privacy requirements
In-depth understanding of the products, operations, processing and other aspects of the industry in which the assigned businesses operate
Experience with acquisitions
Minimum of 8 years Wealth Management/Securities/Insurance Industry experience, particularly offshore/international focused, is desirable. Previous experience with Scotiabank Group Wealth and Insurance is desirable but not required
Experience in the securities and banking industries, with knowledge of securities law, including operational/custody issues and demonstrated skills with respect to analysis and interpretation of regulatory requirements
Understanding of applicable regulatory and reputational risks with a view to preparing operational cost-benefit analyses as part of any major regulatory change initiatives
Intuitive forward thinking in order to create and communicate/sell a strategic vision for the business unit
Effective execution skills to ensure the successful delivery/implementation of processes and policies
Ability to balance sometimes competing or conflicting goals of various departments/stakeholders, requires highly developed negotiation and influencing skills and analytical skills and sound judgment; and

209

Director, Corporate Risk Insurance Resume Examples & Samples

Identifying and evaluating corporate risk exposures (other than investment risk)
Negotiating insurance coverages on exisiting programs and evaluating the
Management Liability Insurance coverages (D&O, E&O, EPLI, PTL, Bond)
Casualty Coverages (General Liability, Auto Liability, Workers Comp, Umbrella)
Other insurance products and coverages (i.e. property, terrorism, environmental,
Extensive interaction with senior leaders, EMT, and presentations to the various
Comprehensive knowledge of insurance coverages
Excellent inter-personal skills including proven communication and writing and
Ability to engage with, be credible and influence a wide spectrum of
©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

210

Technical Accountant for Re Insurance Company Resume Examples & Samples

Record client's actual statements of accounts in SAP accounting system and treaty accounting spreadsheets as applicable. This should include summary of accounts received and record of cash settlements
Journal entries to the SAP accounting system in the accounting file and maintain a high-quality, auditable technical accounting file for each contract
Participate in quarterly review of all contracts within the assigned portfolio and highlight potential issues to management prior to sign-off
Cash management including follow up with debtors for outstanding cash and statement of accounts and allocation of cash receipts in the SAP accounting system
Provide short and medium-term liquidity data to Investments & Treasury team - exchange information regularly regarding expected technical payments and receipts
Initiate outgoing payments, ensure complete documentation comprising back up info, payment request form and correct sign off before submission in good time to the Investments & Treasury team for payment
Check and record estimates calculated and received by the actuarial department or if applicable, calculate and record estimates for each individual treaty with information given
Co-ordinate with both the internal Corporate Actuarial team and with the Finance/Investment team, managing the delivery of requirements to various stakeholders
Liaise with internal and external auditors as required
2+ years experience in an accounting role (insurance or reinsurance experience an advantage)
Solid understanding of computerised accounting packages and multicurrency accounting
Previous experience of working with SAP an advantage

211

Underwriting Insurance Placement Manager Resume Examples & Samples

Property & Casualty insurance license
Minimum of 10 years of relevant insurance/underwriting/agency brokerage experience
High level of experience with Surplus Lines filings
Experience with industry standard ISO Insurance forms
Bachelor’s degree or higher or Industry designations (CIC, CPCU, etc)
Possess both detail orientation and broad business understanding
Self-directed ability to organize priorities and meet deadlines
Well-developed interpersonal skills and ability to work with all levels within the organization
Superior communication skills, written and verbal
Results oriented with strong desire to learn and acquire new skills
Agency management systems experience (Applied/EPIC/TAM, AMS, etc)

212

Insurance Annuities Trade Review Associate Resume Examples & Samples

Bachelor's Degree business or finance
1 to 2 years industry related experience; prefer 2+ years exp with insurance products and internal/external wholesaling experience
Series 7 and Insurance license or the ability to obtain within one year
ResidentStateInsurance License, Life and Health
The ability to work effectively in a high volume department and extremely detailed work environment
A balanced temperament to work in an environment that stresses customer service and upholding company policies while delaying or canceling transactions

213

Insurance Business Manager Resume Examples & Samples

Work closely with field management and internal business partners to grow life insurance sales and educate FAs on Morgan Stanley’s insurance capabilities
Establish and coordinate interactive communication between insurance providers, General Agencies, Insurance Specialists and Annuity Planning Specialists
Review and resolve insurance related sales and product issues arising in the field
Work with business partners (legal, compliance, risk) to strengthen the insurance platform through the development of enhanced controls
Support business development efforts in the UHNW channel
3-5 years’ experience in financial services related field (preferably insurance)
Strong analytic, sales and marketing experience
Proficiency in PowerPoint and Excel
Life & Health insurance licenses (not required)

214

Insurance TM Business Head Resume Examples & Samples

College Graduate and above
At least 10-year working experience in marketing management/CRM field. Banking/Insurance related experience/knowledge is must
Strong communication, interpersonal, creative thinking and analytical skills
Good team work, willing to take challenge and work under pressure
Fluent in written and spoken English

215

Product Manager, Retail Insurance Resume Examples & Samples

Demonstrated experience in financial services (7 years)
Demonstrated experience in retail insurance product development and maintenance (3 years)
Insurance knowledge
Platform and Master Trust product experience desirable

216

Mortgage Lending Loan Servicing Insurance Escrow Manager Resume Examples & Samples

Management of routine staffing, hiring, coaching, and personnel management, ensuring productive and accurate execution of all business processes; monitor productivity of area through supervisory staff
Develop, implement and manage policies, procedures and general operations activities for Insurance Escrow areas. Assist senior management in developing plans, policies and procedures to meet the overall corporate objectives. Ensure that proper workflow is maintained between the Operations area and other areas of Mortgage Loan Servicing Administration
Manage and perform insurance tracking and escrow disbursements for the loan portfolio; includes management of correspondence, premiums and cancellation responsibilities; oversee execution of payments for insurance/Mortgage Insurance (MI)/Federal Housing Administration (FHA)/US Department of Agriculture (USDA) premiums
Support the annual escrow analysis under RESPA
Responsible for the review of all rules and regulations of Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), and regulatory agencies which pertain to the Mortgage Servicing Department. Analyze, plan and coordinate the implementation of the required changes and ensure documentation is available for Audit and Compliance review
Responsible for establishing monthly monitoring process for Reg X RESPA and Reg Z Truth in Lending regulatory requirements that impact the area and ensuring all monthly monitoring is completed and documented for Corporate Compliance Risk and CFPB review
Proactively and effectively manage all vendors involved in administering the insurance process. Develop and deliver scorecards to vendors, holding them to service level agreements (SLAs) and reporting and escalating out-of-standard performance using risk assessment questionnaires, business reviews and qualitative assessment tasks
Serve as a liaison between Insurance Escrow and other areas to ensure that high quality customer service and communication are maintained
Direct the implementation of changes or enhancements to the mortgage data processing system as they relate to operations function for mortgage servicing and escrow; ensure policies and procedures are developed for all areas
Responsible for submitting all changes to area policies and procedures to Mortgage Change Control Committee for approval and distribution
Analyze unresolved issues escalated by direct reporting managers and form creative solution to the mutual benefit of client and Bank
Monitor productivity of area through supervisory staff and guide them in evaluating procedures and training for a more efficient operation of the area
Responsible for developing and implementing specific plans and programs as required by the ML Performing Loan Servicing Manager
Bachelor’s degree, or equivalent education and related training
Eight years of experience across mortgage servicing and operations
Four years of experience managing a team
Comprehensive knowledge of mortgage servicing operations systems, such as Black Knight Financial Services
Detailed knowledge of Homeowner Protection Act (HPA), Reg Z RESPA and Reg Z Truth in Lending, and CFPB requirements as it pertains to mortgage origination and servicing to ensure compliance with federal, state and investor requirements
Exceptional organization and prioritizing skills with strong problem-solving and analytical skills
In-depth mortgage loan industry knowledge
Proven process improvement skills
Ability to work independently under fast-paced conditions and changing priorities within established guidelines and procedures
Ten years of experience within mortgage servicing
Seven years of management experience
Management experience in several functional areas of escrow administration or mortgage insurance with working knowledge of mortgage origination, closing, default and foreclosure
Comprehensive knowledge of Black Knight Financial Services mortgage servicing systems (MSP)
High degree of verbal and written communications skills with the ability to communicate clearly and concisely to clients and various levels of management within the Bank

217

Insurance Team Lead Resume Examples & Samples

Proven ability to build relationships
Proven record of delivering on sales targets
Track record of meeting targets on daily, weekly and monthly basis
Educated to ECDL level
Contact Centre experience
Demonstrated track record of managing a team to reach performance/financial targets
Motivated and enthusiastic - can work on own initiative
Excellent problem solving and follow through skills
Reliable and Flexible
Coaching, mentoring and leadership skills
Strong prioritization and organizing skills
Very strong personal time management
Strong analytical and reporting skills
Good team player

218

Creditor Insurance Training Facilitator Resume Examples & Samples

Deliver outbound sales training through coaching and facilitation of group sessions to increase confidence in having effective protection conversations as well as increasing awareness of Creditor Insurance products
French Fluency (written and oral) preffered
Strong sales coaching and presentation skills
Proven ability to build strong partnerships
Highly motivated self-starter who can be effective with minimal day-to-day supervision
PFP, CFP, AMP are also a benefit
Life Agents License an asset

219

Insurance Client Service Representative Resume Examples & Samples

1 – 2 years of commercial insurance experience with a level 1 license, as well as good communication skills to interface with clients on the phone
Word processing skills must be intermediate level, with typing speed of no less than 60 wpm
Microsoft Excel and PowerPoint skills would definitely be an asset

220

Insurance Operation Leader Resume Examples & Samples

Control that all Mexico Assets are properly insured
Keep the Asset Protection policy up-to-date. Monitor Genpact team & report out to the business SLT
Ensure all processes related to Asset Protection are optimized and results under control.. ITO process
Execute claim management and application processes
Manage and apply claims related to insured assets
Monitor the escalation process for claims
Bring insurance know-how during the underwriting processes when needed
Be point of contact with Finance & Open Items tracking
Ensure insurance income is properly accounted
Ensure Billing related to insurance activity (claims, Service Fees, Commission Sharing, ….) is carried out
Track waivers, cover letters, incorrect or incomplete policies
Vouchers monitoring
Learns quickly when facing new problems; is open to change; experiments, and will try to find solutions; enjoys the challenge of unfamiliar tasks and quickly grasps the essence and the underlying structure of anything
Can be counted to exceed goals successfully; very bottom –line oriented; steadfastly pushes self and others for results
Is dedicated to meeting the expectations and requirements of both internal and external customers; gets first- hand customer information and uses it for improvements in service; acts with customer in mind, establishing and maintaining effective relationships with customers, gaining their trust and respect
Uses rigorous logic and methods to solve difficult problems with effective solutions, probing all fruitful sources for answers; can see hidden problems, looks beyond the obvious and doesn`t stop at the first answer
Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure
Can quickly find common ground and solve problems for the good of all, representing his/ her own interests and yet being fair to other groups; is capable of solving problems with peers with minimum noise; is seen as a team player, cooperative, who gains trust and support of peers
Practices attentive and active listening with patience, but also can accurately restate the opinions of others even when there is disagreement
Knows personal strengths, weaknesses, opportunities and limits; seeks feedback without being defensive; gains insights from mistakes
Up to two years leading teams and executing projects
Up to two years of relevant work experience in quality, processes, customer care are desirable

221

Head of Insurance Resume Examples & Samples

At least 10 years experience working in insurance business management with P/L responsibility, preferably with six years above in bancassurance
Strong insurance product and sales knowledge encompassing all types of retail related insurance (whole life, annuity, ILI, card and mortgage related, etc.), with proven track record supervision experience on managing a highly effective product development and sales team
Diligent and hardworking, good analytical skills and organization experience
Mature, good interpersonal & communication skills and strong leadership
Strong mastery of English and Mandarin for both writing and verbal
Exhibit strong passion and aspiration on business, aggressive and willing to take on challenges
University graduate or above, preferably with recognized certification/accreditation in insurance arena
Good mastery of both English and Chinese

222

Insurance Centre Associate Insurance Resume Examples & Samples

Lead the delivery of customer service and the promotion of insurance services by
Developing a clear understanding of the centre's financial and non-financial goals
Demonstrating the expected service standards during customer interactions
Ensuring every customer experience is consistent with Scotiabank service standards
Monitoring recorded customer concerns and resolving escalated concerns and issues
Managing centre imaging and merchandising
Manage the quality and efficiency of centre operations by
Initiating and completing daily and periodic management controls
Ensuring centre security procedures and policies are in place and effective, including BCP
Monitoring the interaction and commitments with various central support services
Monitoring and taking action on deficiencies with branch premises, systems, equipment and supplies
Ensuring customer service staffing levels/work schedules meet customer service demands, adjusting as required
Timely escalation of issues/obstacles/trends
Liaising with premises management as required
Maintain the centre’s reporting and record keeping
Producing daily Customer Contact reporting and distributing to relevant stakeholders as required
Gathering statistical information, presenting in organized formats and conducting simple analysis
Supporting consolidation of reporting and producing monthly and quarterly executive reports
Updating processes and procedures to accommodate any reporting changes that may occur
Support the centre’s budget process by
Organizing / inputting information to budget and/or other database(s)
Scheduling / informing participants of requirements and deadlines
Conducting analysis of information and providing to management
Producing / reconciling / reports
Tracking information to support the budget process
Recording / inputting data to track / monitor and control expenses and/or other information
Coordinate the Insurance Centre Operations by
Coordinate and manage customer appointment schedule
Provide support for customer experience for walk in traffic
Provide high level customer experience by receiving / screening / assessing need / using a high degree of discretion
Perform administrative duties as assigned and including faxing / deliveries / mail / stationary / filing systems / customer correspondence
Thorough knowledge of service management activities and techniques
Strong organizational skills and ability to set priorities and manage time
High level of discretion required in dealing with confidential matters
Thorough knowledge and understanding of centre’s policies and procedures

223

Insurance Regional Sales Director Resume Examples & Samples

Complete required coursework in order to maintain compliance with state and federal regulations and licenses. Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation
1-3 years of sales experience
Required Series 6 and 63/66
Required Life and Health license certification
Ability to work in a team and sales/results-oriented environment

224

Director Creditor Insurance Products Resume Examples & Samples

Product and market development
Product management and customer communications
Marketing of Creditor insurance products through direct to consumer channels
Strategic Relationship Management
Developing High Performing Team
Product and Market Development
Enhance and develop products, marketing and distribution strategy for creditor insurance products
Develop and oversee short and long term strategies and operating plans, including annual product premium and marketing plans
Proactively identify and assess growth opportunities, and develop business cases as appropriate
Develop execution strategy and lead implementation of product and market development initiatives
Continually assess and report market/competitive environment/changing economic environment trends to support business decisions (includes rates, product, underwriting process review, penetration, revenue, market share, etc.)
Evaluate Bank’s platform strategies and changing distribution channels to deliver products effectively integrated at point of sale in collaboration with Director, Customer Experience and Operations
Direct and oversee service level contract negotiations and confidentiality agreements with external partners
Act as industry coordinator for key competitive industry benchmarking to provide insights and business implications to senior executives
Product Management and customer communications
Direct and oversee continued effective integration of Creditor insurance products in the Canadian Banking distribution channels
Develop and implement customer communication strategies and plans to enhance product marketing and sales force support
Direct, lead and oversee development of product policies, manuals, procedures, insurance documents, collateral, and communication materials
Develop product positioning strategies and priorities, and implement priority initiatives
Improve retention of customers through underwriting process reviews, cancellation reporting and proactive retention strategies in collaboration with Director, Customer Experience and Operations to maximize premium and NIAT for each product line
Provide support to Creditor Distribution team to effectively market and integrate Creditor insurance into Bank’s customer experience models
Proactively manage regulatory compliance
Direct Marketing
Develop direct channels strategy that aligns with the Bank’s and Insurance Canada strategies
Direct and oversee financial performance of direct channels to maximize premium and NIAT
Enhance customer experience through direct channels to support the Bank’s strategies
Establish and manage effective strategic relationships with the Bank’s product areas to ensure effective integration, and proactive business management of Creditor insurance programs
Leverage Creditor Business Model to support ScotiaLife Travel Insurance program and other non-bank authorized insurance products, as appropriate
Lead a team of engaged employees in challenging assignments, fostering an environment based on individual responsibility to drive superior client experience, operational excellence and value
Coach, manage and take personal responsibility to build a high performing, diverse and committed team
Develop a staff development program aligned with competency model that will enable personal growth and improve ability of staff to rotate to other positions within the group, division and the Bank
Lead large and diverse project teams to successfully implement complex product initiatives providing specialized / expert advice, insights and knowledge of the insurance industry
Minimum 7 years of industry experience with 3 years of senior management experience, preferably in insurance
Strong impact and Influence skills
Strong leadership competencies
Strong strategic thinking and conceptual thinking skills
Demonstrated strong project management and execution skills
Strong facilitation and negotiation skills
Demonstrated strong analytical, problem-solving and decision making skills

225

Insurance Marketing Manager Resume Examples & Samples

Degree graduate
Minimum 2 years of banking experience
Detailed
Able to work with minimal supervision

226

Business Development Associate Insurance Resume Examples & Samples

Partnering with the Head of Insurance and Retail RVP, develop, execute and maintain short, medium and long term sales strategies for the assigned region, to support the overall HollisWealth and Canadian Wealth Management Advisory strategies and business objectives by
Building and maintaining an awareness of assigned market and general economic conditions
Developing a clear vision and business strategy for the assigned market area, aligned with the overall HollisWealth vision and Canadian Wealth Management Advisory priorities
Developing annual business development plans for the assigned market area
Prioritizing initiatives; anticipating and planning for potential risks and opportunities
Developing and maintaining a thorough understanding of all Life Insurance products
Proactively developing and leading business development activities across the assigned market area to achieve and exceed targets, customizing initiatives for success based on expertise of the local market, financial conditions and incumbents
Clearly defining roles, responsibilities and expectation across the assigned market area: communicating market area business plans to assigned advisors
Objectively facilitating Wholesaler exposure to Advisors
Segmenting advisors to ensure proper alignment with the HWIAL value proposition
Meeting individually with advisors to help identify sales opportunities within their businesses
Facilitating regularly sales management meetings
Participating in the creation of sales resource information and tools
Providing and/or facilitate client needs analysis and training
Facilitating advanced sales consultation with appropriate legal/tax/estate planning resources
Referring to insurance company resources where required
Coordinating the delivery of financial plans to Advisor’s clients
Filtering access to TEPG for large advanced case consultation
Ensuring weekly, monthly and quarterly analysis and reporting of results against targets and business plan are prepared accurately and in a timely manner and are communicated to appropriate team members
Providing comprehensive support to Advisors in assigned region including training and coaching by
Developing strong relationships with Advisors and working with each Advisor to develop and execute against their individual business plans; providing objective and knowledgeable insight and guidance in support of their business development activities and product application
Acting as the first point of contact for all Advisor queries and providing product knowledge and appropriate solutions to Advisors
Working closely with the Retail RVP’s, the IC’s, as well as the Group Benefits Division and ensure that the Advisors are aware of and efficiently engaged with, the overall offering of the Retail Division
Delivering highly personalized training and guidance to Advisor teams on all Insurance products
Monitoring and coaching to aspects of the sales competencies and product delivery
Participating in joint business development and client relationship management activities on a regular basis
Organizing and execute regional training, recognition and reward events in conjunction with carriers and the HWIAL Head Office
Facilitating the implementation of Branch meetings
Coordinating the delivery of the secondary support services of HWIAL, including group insurance, property casualty insurance, high risk and affinity business
Coordinating with new Advisors on insurance process and resources
Facilitating resolution of process related issues for Advisors
Intervening as necessary in areas of operations, finance and compliance to assist in conflict resolution
Participating in the development of education program for product and sales
Communicating with Branch Managers on advisor activities, roadblocks, successes, etc
Facilitating product and strategy awareness campaigns
Building effective relationships with partners in regions and districts by
Maximizing existing relationships with internal partners and developing new opportunities
Maintaining and leveraging relationships with Regional Insurance Company Representatives
Liaising with Compliance, Operations, and Compensation Manager for issue resolution
Staying current and support inter-corporate Management Partners and initiatives including liaising regularly with the RVP
Participating in assigned region Communication, Marketing and Recruitment by
Facilitating the delivery of sales related communication
Contributing feedback in the development of Retail communications, offering and resources
Facilitating reinforcement and delivery of Retail communications
Facilitating reinforcement and development of Retail’s strategic direction
Ensuring RVP’s, Branch Manager’s, and Advisors are informed of current developments
Contributing feedback in the development of Retail marketing resources and delivery of client marketing presentations
Assisting in the development of credible marketing inventory for myPractice
Increasing HollisWealth’s industry profile by representation at Industry functions and within Industry groups including ADVOCIS
Working with the Branch Manager/Business Unit Owner/Manager/Principal Manager to developing and implementing a regional recruitment plan to attract and add qualified Life only Advisors
Contribute to the effective functioning of the HollisWeath Insurance team by
Maintaining a high level of customer service
Actively share knowledge and experience to enhance the development of all team members
Working knowledge of MS Office software, FPS2000, CCH Research Library, Lifeguide & Cannex software, Hollis systems
Strong and creative written communication skills
Effective verbal communication skills
Strong negotiation and management skills
Ability to handle multiple conflicting priorities
Networking skills
Willingness and ability to travel
Strong interpersonal and negotiation skills

227

Insurance Support Administrator Resume Examples & Samples

Provide back-up new business administration support to IC Teams by
Reviewing new business application and ensure all necessary paperwork is completed and submitted accurately and efficiently
Inputting all necessary information (both contact and pending case information) into Smart Office
Follow-up for any documentation that is necessary for the underwriting process and updating Smart Office as needed
Contacting advisors when missing information is required
Receiving the policy contract and send to advisor for delivery providing complete list of delivery requirements
Receiving and review settlement requirements and send to carrier
Updating SmartOffice when changes are made or stage completed
Running quotes from Lifeguide and Cannex when required
Train new Marketing Assistant/Associate by
Providing orientation and new business administration and SmartOffice training to newly hired Marketing Assistant/Associate
Ensuring that new hire has all required tools and access to perform their tasks
Answering any ongoing procedural questions from field support staff
Audit all submitted insurance applications for SMFS to ensure they are compliant and in good order
Review all incoming applications to ensure the following
Distributing any carrier underwriting updates to the MA/IC when received in Head Office
Ordering carrier code when required for a new business application or AOR
Contribute to the effective functioning of the Insurance Operations team by
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Developing and executing a meaningful employee development plan
Strong computer skills, including knowledge Microsoft applications (especially Excel and Word)
Willingness to learn and be comfortable with using insurance company software and spreadsheet presentation templates
Ability to resolve issues independently
Working level product knowledge

228

Director, Global Insurance Resume Examples & Samples

Responsible for collaborating with the Company's global brands, regions and functions to assess needs and procure appropriate insurance coverage and to identify appropriate risk mitigation and financing tools
Responsible for managing and acting as the primary liaison between the company and the insurance industry, including the monitoring of services of brokers, insurers and claims administrators to ensure that ELC receives the level of service required to meet our needs
Management of the global insurance procurement process from the development of the application materials through renewal strategy and program design
Market the Company’s risk to domestic and international insurance underwriters and lead the negotiations to obtain most beneficial pricing, terms and conditions on insurance coverages
Develop annual insurance budgets, forecasts and allocation methodology for risk program expenses
Create management reports that effectively identify and inventory the Company’s global insurance programs
Identify key performance metrics for safety and workers’ compensation claims, and develop management and field reporting tools to elicit support for safety and claims management
Manage claims against our global policies to ensure timely settlement and closure at the optimal cost
Oversee a best practices and outcomes based domestic casualty claims audit of our North America external third-party claims administrator (TPA)
Utilize industry benchmarking to determine competitive premiums, and appropriate limits and retentions
Advanced degree with emphasis in Business Administration/Finance, and relevant business experience
Qualified candidates will have ten or more years of business experience that includes 5 years of some combination of treasury, corporate finance, and accounting and 5 years of insurance management experience
Strong project and time management skills with the ability to handle multiple tasks, set priorities, meet deadlines, and develop process efficiencies where required
Strong presentation skills, particularly in the development of professional and thoughtful materials
Highly motivated individual driven to keep pace in a fast moving and dynamic environment
Advanced Excel, Word and PowerPoint skills
Ability to drive key program and process improvements and effectively manage priorities and ambiguity
Experience leading cross-functional teams and projects
Excellent organization and communication skills

229

EY, Manager, IT Advisory, Insurance Resume Examples & Samples

Demonstrating knowledge and experience in one or more market areas and technical skills
Identifying and pursuing opportunities for new business
Assisting in developing EY solutions and supporting tools and methods
Supporting EY practice and people development activities (e.g. recruitment, away days)
Liaising with service line teams, account teams and functional specialists
Strong understanding of one or more insurance or claims product area::personal & commercial business lines, claims and reinsurance
Integration architecture
Large scale programme delivery (agile & waterfall)
Accenture Claims Components
Process Automation, BPM and Digital Platforms, e.g. Pega, Mobile, Portals
Ambition to build / develop a career in EY and our Insurance advisory team
Ability to engage with stakeholders and manage cross functional projects
Experience of developing propositions that are current and relevant to our clients
Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines

230

EY, Executive, IT Advisory, Insurance Resume Examples & Samples

Assisting in preparing reports and schedules that will be delivered to clients and other parties
Building strong internal relationships within Advisory and across other services
Assisting in the execution and day to day leadership of a portfolio of client projects
Monitoring and manage client engagement budgets
Successful track record in GI Insurance gained through a top tier consultancy, a specialist financial services consultancy and/or a top tier insurer/Claims organisation
Strong understanding of one or more insurance product area: personal & commercial business lines, claims and reinsurance
Good appreciation of current market trends and how these are likely to impact key industry players
Solution architecture
Agile programme delivery
Guidewire (ClaimsCenter or PolicyCenter)
SAP Claims Management
Duckcreek
Strong interest and commitment to developing and delivering leading edge solutions
Show potential to develop strong client relationships
High level of drive, commitment to achieving solutions, and ability to work under pressure
Team player who openly supports, encourages and shares knowledge with colleagues
Excellent graduate level education

231

Operations Manager CTL Flood Insurance Team Servicing Resume Examples & Samples

Develop in-depth understanding of flood insurance documentation as well as all regulatory requirements surrounding flood insurance
Work closely with Central Insurance Team Manager on projects as assigned
Working knowledge in performing insurance analysis and problem solving
Establish and manage productivity and quality targets for staff
Minimize flood Quality Assurance (QA) fails. Use fails as a coaching/training opportunity for the team
Perform Quality Reviews to ensure staff follows procedural guidelines
Conduct weekly staff meetings, monthly 1:1 sessions and mid-year and annual performance reviews with staff members
Maintain flood related department procedures and ensure they stay up-to-date
Interface in a collaborative manner with LOB partners, customers and vendors
High school diploma required; Bachelor’s Degree preferred
5+ years loan operations management experience
Experience in servicing real estate secured loans
Flood regulatory/compliance experience preferred
Experience directing employees in a quality assurance setting
Proficient in the use of MS Office Excel
Strong coach and mentor
Strong analytical skills supported by excellent written and verbal communication skills

232

Insurance Solutions Sales Specialist Resume Examples & Samples

Educate the FAs on the process (i.e. insurance cycle time, ticket process, etc.) the opportunity, product offerings and approved concepts
Liaison between the FAs and the GAs: point person for requesting illustrations, coordinate and actively manage the pipeline of formal cases in underwriting, and answer case inquiries from the field
Point of Contact for CPR inquiries and/or reworks
Point Person for running financial plans for high net worth clients and assist with implementing insurance based strategies
Work directly with FAs and clients to provide insurance based solutions
Utilize the FGA tool to identify and develop strategic opportunities and client campaigns to increase insurance penetration
Create and deliver FA/client presentations
Maintain effective working relationships with the branches, product, the Registered Principal Group and Operations
Act as a liaison for a specific product line or distribution channel
LI- Recruiter
LI-JP1
LI-JL1
LI-PRIORITY

233

Insurance & Card Product Specialist Resume Examples & Samples

Build technical product knowledge, product offers and policies, sales processes and tools, delivering through formats that leverage scale, such as forums, team meetings, webinars, conference calls
Provide product and sales expertise at forums such as sales presentations, promotional road shows, conferences, investor seminars and one on one meetings
Align local market execution with national office direction and contribute to key initiatives as required

234

Insurance Policy Change Resume Examples & Samples

Strong understanding of Insurance products and its back office functions, prior experience on Insurance is preferred
Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation
Ability to research and resolve problems, including the ability to quickly identify and resolving root cause of issues
Demonstrated ability to manage multiple priorities in a fast-paced, results-driven, transaction-based environment
Strong written and verbal communication skills. Previous operations, processing, or customer service experience
Ability to understand and communicate complex issues
Product-specific or financial services industry experience
High school degree or equivalent
1 to 3 years of experience
Previous operations, processing, or customer service experience
Insurance processing background preferred
Knowledge of Vantage and Trad System a plus

235

Principal Software Sales Exec-insurance Resume Examples & Samples

Leads sales cycle from start to finish for delivery of customized business solutions to large or difficult clients. Meets or exceeds annual new business revenue target for an assigned software offering within a defined sales territory
Works closely with the client relationship and account management to develop an account development plan for accounts within software efficiency, BPO and Mobility solutions, or full life cycle application management
Works across a medium territory to create a market for defined software offerings and services, and to qualify and develop opportunities within those markets
Provides pre-sales support to client relationship personnel to drive software pipeline of qualified leads across a medium sales territory. Engages with the same to qualify leads into opportunities. Executes the standard sale process through to closure
Addresses complex client business problems by applying software offerings. Develops a compelling value proposition for our solution based on a solid business case and its overall impact on the client's agenda as well as company goals
Develops strategic business relationships with key decision makers including customer senior management. Builds relationships while positioning company for future prospects
May provide leadership and work guidance to less experienced personnel and sales support team
Ten or years of business development or sales experience
Experience working with the technology industry, specificially software services and capabilities
Experience working with technology products, services, competencies, solutions, and offerings
Experience working with a standard sales methodology and supporting tools and applications
Experience working with finance and accounting
Strong interpersonal and presentation skills for interacting with team members and prospective clients up to the Board level
Strong selling and negotiation skills
Strong communication skills to listen to the client and articulate back for solutioning
Ability to lead and work in a team environment

236

Insurance Industry Expert Resume Examples & Samples

Deep industry knowledge of General, P&C and / or Life & Annuities subsectors and Big Data use-cases in these sectors
Understanding of marketing, sales, services, actuary, policy, operations, and/ or finance business processes and best practices related to Insurance industry
Expertise in social, mobile, segmentation, pricing, fraud, risk methods, techniques and approaches for optimization, prediction, or quality objectives
Knowledgeable and/or hands on experience with commercially tools, software, and services relative to the Insurance industry
Hands-on experience and expertise in Big Data solutions and architectures that fit the Insurance industry
Expertise in Insurance industry social, fraud data analysis, processes, tools, technologies, and approaches
Gathers business requirements through a variety of techniques (e.g. work sessions and interviews) and facilitates design workshops (Business)
Builds case for action and helps to obtain buy-in from executive sponsors of the mission, vision and strategy and case for action (Business)
Assists with the development of conceptual business model views and high-level and detailed business process designs to the elementary business process (EBP) level and derived logical process (DLP) level (Business)
Develops the required work products for the business process and application domains of change (Methodology)
Leads a team of 5-8 resources (company, client, and third-party resources), in your area of expertise, to conclusion of a project phase (Management)
Drive or assists in prototyping architectures and business applications to ensure accuracy in design and applicability to user requirements (Technical)
Interacts with confidence and ease when interacting with middle and senior level managers (client and CSC); uses complex strategies like indirect influence to build consensus and support (Relationship Management)
Assists sales staff in qualifying leads and generating proposals (Leverage)
Provides leadership and work guidance to less experienced personnel (Leadership)
Communicates in formal presentation settings including proposal orals, client workshops and regional internal events; develops proposal sections, methodology work products and formal written deliverables covering area(s) of expertise (Communication)
Experience working with delivery assurance principles and procedures
Knowledgeable in project management disciplines including scope definition, work estimation, issue management, risk management, and status reporting
Bachelor's degree in business, computer science or related field preferred; Masters degree a plus
Ten or more years of consulting and/or industry experience with business analysis, design, and redesign, technical architectures and solutions related to Big Data
Experience working with CSC Catalyst and/or equivalent client-mandated methodology (ie Agile)
Experience working with techniques and approaches for business process design
Experience leveraging best practice Big Data architectures across subsectors
Good workflow analysis and business process integration skills
Ability to manage competing priorities in a complex environment
Ability to devise creative technical or business solutions
Ability to convey a strong presence, professional image, and deal confidently with complex business problems

237

Insurance Marketing Assistant Montreal Resume Examples & Samples

Ordering and following up on all applicable medicals for the life application being processed
Calling clients and advisors when missing information is required
Looking daily on all insurer advisor sites to ensure accurate updates on Smart Office
Make various arrangements to facilitate sales and educational opportunities by
Helping to prepare sales presentation content and packaging
Placing orders to restock material before they run out completely
Knowledge of client data base functionality

238

Insurance Marketing Assistant Resume Examples & Samples

Updating and maintaining prospect pipeline report
Assisting and following-up on urgent notices sent to advisors to prevent policies from lapsing
Responding to emails and telephone inquiries on service requests within standards
Distributing promotional and marketing materials on ad-hoc basis
Keeping track of necessary paperwork and support material in the office
Preparing and submitting IC expense reports and related receipts to Head Office
Strong computer skills, including knowledge Microsoft applications (especially Powerpoint, Excel and Word)
Ability to recognize and handle sensitive and confidential information
Ability to take initiative, working well with minimal direction and multi-task
Knowledge of the life insurance industry
Previous work experience

239

Dcio / Insurance Key Account Manager Resume Examples & Samples

Build brand and increase product shelf space across assigned accounts
Effectively gather valuable information such as product info, producer info, marketing material and policies and procedures from the partner firm and disseminate information across the firm – particularly to sales, marketing, and product management
Provide operational support and triaging problems across multiple areas of the company, including events, marketing, operations, finance and legal
Have strong understanding and articulation of the capital markets, Guggenheim products, competitors’ products
Integrate current themes and campaigns into conversations that drive the sales process
Maintain and update firm info in Sales Force CRM
Manage and own budget, sales performance and sales goals for assigned firms
Prepare and coordinate highly analytical presentations for research groups and due diligence groups
Bachelor’s Degree (preferably in Finance or Business)
MBA, CIMA, CPWM, CAIA or CFA preferred
DCIO, Insurance, VA experience required
Minimum 10 years of experience within a financial brokerage or investment management
Ability to travel up to 50%
Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Enhanced problem solving abilities, analytical abilities, and familiarity with investment strategies and concepts
Excellent oral, written and interpersonal communications skills
Informed and conversant across a broad range of topics
Energetic, self-motivated, positive attitude, goal-oriented
Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
A commitment to self-improvement and a willingness to learn
Energy, enthusiasm, optimism
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills—client focused
Well organized and detail-oriented
Must be willing to learn and grow, have a strong work ethic, a sense of urgency, be prepared and execute tasks in a timely and professional manner

240

Actuarial Analyst, RBC Insurance, Mississauga Resume Examples & Samples

Re-design the valuation models and streamline actuarial processes
Ensure integrity of the valuation models and analysis tools
Provide support for reserve movement analysis and various ad-hoc investigations
Responsible for implementation of economic and non-economic assumptions in valuation models
Working toward or earned Bachelors’ degree (or greater) majoring in Actuarial Science. Other appropriate majors (e.g. Business, Economics, Mathematics, or Statistics) if accompanied with demonstrated knowledge of actuarial concepts
Passed a minimum of two actuarial exams

241

Marketing Assistant Insurance Operations Resume Examples & Samples

Following up for any documentation that is necessary for the underwriting process and updating Smart Office as needed
Provide customer service & marketing support to advisors by
Reviewing Agent of Record (AOR) forms for good order before submission to SMFS In-force
Assisting with seminars – organizing, registering participants, sending out CE certificates
Professional telephone manner
Willingness to eventually become life insurance licensed

242

Homeowners Insurance Customer Support Resume Examples & Samples

Interfaces with team personnel, management, and customers in reference to customer service issues
High school diploma or G.E.D
Five or more years of customer service or other telephone experience
Business and analytical problem solving skills

243

Insurance Sector Marketing Manager Resume Examples & Samples

Develop integrated Marketing & Communication plan to position EY in the Swiss Insurance Sector
Ensure quality deliverables and effective execution of the Insurance Sector marketing activities.. Ensure that marketing content and channels position the company, its programs, and services for high visibility to promote and sustain EY proposition in line with the Sector and Corporate Communications
Create content strategies and tactics that convey market positioning to target audiences through effective messaging
Collaborate with insurance experts to take them from concept to completion while managing all content and communication aspects of marketing projects, initiatives, and campaigns
Prepare distinctive and quality marketing and sales content with concise, appealing and consistent messaging for various media including print, digital, video and more
Plan and manage marketing projects throughout the entire lifecycle including design, execution, market feedback, stakeholder sign-off etc
Collaborate with other marketing leads to deliver specified messaging, identifying opportunities to further enhance our communication

244

Head of Insurance Operations Resume Examples & Samples

Track record of leading large and diverse insurance teams
Relevant experience in the life insurance sector and proven operations leadership
Ability to collaborate with and manage a broad range of stakeholders both internal and external
Strong business acumen with a flexible and positive approach
Excellent communication and interpersonal skills
High level of initiative, self motivation and a strong commitment to "making a difference"

245

Senior Technology Officer, BMO Insurance Resume Examples & Samples

Possesses a university degree/college diploma in applied technologies and/or 10+ years experience in state-of-the-art financial application development with expert business knowledge
Possesses expert project management experience
Possesses extensive practical experience in application development and/or client solution delivery
Experience with client server technology - .NET, Java, WebSphere
Demonstrates expert knowledge of design and analysis methodology and application development processes from both an industry and BMO perspective
Exhibits expert understanding of Software Development Life Cycle (SDLC), Quality Assurance requirements, and software development control and release procedures
Demonstrates expert understanding of Insurance applications/systems (Life Insurance very nice to have)
Possesses expert communication skills, both written and verbal
Demonstrates expert leadership/people management skills
Possesses an expert ability to manage multiple projects high in complexity and of strategic importance
Is capable of resolving diverse, complex and ambiguous issues and situations
Is able to manage change
Is able to work independently

246

Regional Insurance Accountant Resume Examples & Samples

Responsible for overseeing month-end close and proper reporting of accounting information to BB&T general ledger/tax department for Insurance subsidiary(s)
Perform audits on all cases with open A/R balances and revenue adjustments
Evaluate current department procedures in place and identify ways to improve for efficiency
Coordinate daily productivity of staff to ensure standards are met
Supervise accounting and reporting functions, as assigned

247

Principal Software Sales Exec-insurance Resume Examples & Samples

Ten or more years of business development or sales experience
Experience working with the technology industry, specifically software services and capabilities
Experience selling within the insurance industry
Strong communication skills to listen to the client and articulate back for solution

248

Insurance Business Consultant Resume Examples & Samples

5 years’ experience as a Business Analyst / Business Consultant
5 years’ of experience of Traditional Life (Whole Life, Term, Annuity, Disability)
5 years’ of experience of Universal Life
5 years’ of experience using MGA/Advisor applications including EIM or FASAT
Extensive experience working with the business & technology groups to gather requirements
Knowledgeable on business process modeling, process mapping, requirements management and facilitation
Strong Documentation Skills (Capable of writing clear and well-structured business documents)
Strong MS Office Skills (Word, Excel, Project, Outlook, Visio)
Strong facilitation and presentation skills
Experience with an electronic application (eApp)
Experience with New Business & Underwriting systems
Experience with Segregated Fund products on Unitrax (L&T Infotech)
Experience in Canadian banking regulatory projects such as Anti Money Laundering (AML), Foreign Account Tax Compliance Act (FATCA) and/or Client Relationship Model - Phase 2 (CRM2)
Experience with INGENIUM/CAPSIL
Experience with new Product Design & Analysis
Policyholder Taxation experience
Very analytical and detail oriented
Ability to quickly learn organizational structure, business strategies and processes
Ability to identify business needs and appropriate solutions
Ability to handle multiple tasks simultaneously

249

Insurance Client Executive Resume Examples & Samples

Applies expert understanding of sales processes
Applies a mastery of business acumen, including an understanding of the Insurance industry, economic trends, issues and competition
Demonstrates a deep understanding of organizational resources, priorities, needs and policies, both IBM and clients
Demonstrates comprehensive knowledge of IBM strategies, offerings, and technologies. Applies knowledge of information technology and leading edge solutions related to the client’s business
Demonstrates expertise in relationship skills which promote and enable a deep understanding the customers’strategies, business goals and objectives
Plans and facilitates and/or conducts complex negotiations reaching lasting agreements and commitments
Anticipates customer problems and develops realistic visions and strategies
Anticipates and clearly defines problems, logically diagnoses causes, identifies solutions and creates action plans
Applies creativity and judgment in developing new approaches and solutions

250

Group Insurance Market Manager Resume Examples & Samples

5 years of insurance experience
2 years of supervisory experience
10 years of experience in benefits insurance

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