Annuity and Life Insurance Policy Review-associate

7 days ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

You are a strategic thinker passionate about driving solutions using customer service skills. You have found the right team.

As the Policy Review professional in our Annuity and Life Insurance Product and Business Development team you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities
- Analyze existing annuity and life insurance book of business, partner with annuity and life insurance business development teams, sales and marketing teams and product teams to help identify business opportunities and promote business growth.
- Work with annuity and life insurance team to understand business requirement, craft clear business stories, define short term and long term business plan around inforce book of business.
- Define key inforce marketing opportunities and create actionable list of business opportunities, utilize analytical tools and illustration software to prepare each case with clear, actionable next steps for the sales team to act upon.
- Assist with program and process design and implementation to streamline daily tasks. Create record of process and procedures and ensure materials are current and accurate.
- Assist with the management of carrier/vendor relationships

Required qualifications, capabilities, and skills
- CA/MBA with 8+ years of experience
- Prior Experience in annuity and life insurance distribution and customer service.
- Proficient in Microsoft Office, Excel & PowerPoint.
- Leadership experience is a must.

Preferred qualifications, capabilities, and skills
- Ability to manage priorities, excellent time management skills, comfortable multi-tasking in a fast-paced environment.
- Excellent communication and customer service skills. Demonstrated ability to communicate, work effectively and build relationships with a variety of internal and external stakeholders/service providers.
- Ability to work proactively and learn independently.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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