The role is within the Operations function and is focused on the end-to-end management of back-office activities related to insurance-based investment products (e.G.Unit-linked / IBIPs). This position requires a hands‑on, proactive professional who takes full ownership of operational activities, is able to identify and resolve issues independently, and actively proposes practical solutions and process improvements. Strong problem‑solving skills and a results‑oriented mindset are essential.KEY RESPONSIBILITIES
- Manage the full lifecycle of insurance LIFE policies:
- policy issuance
- amendments and endorsements
- surrenders and partial withdrawals
- fund switches
- premium and payment processing
- Provide day‑to‑day operational support to distribution channels (banks, financial advisors, intermediaries)
- Handle post‑sale activities and operational requests
- Act as an interface with external providers (e.G., IT systems, administration platforms)
- Collaborate with internal departments (Compliance, AML, Finance, IT, Sales)




- Contribute to the continuous improvement of operational processes

KEY REQUIREMENTS / SKILLS / EXPERIENCE
- Bachelor’s degree in Economics, Finance, Business Administration, or equivalent experience
- Significant experience (10‑15 years) in insurance back office / operations
- Proven experience with insurance‑based investment products (unit‑linked, IBIPs)
- Strong understanding of insurance operational processes and policy administration activities
- Familiarity with AML and compliance requirements
- Strong analytical mindset;
high level of attentionto detail
- Strong communication and interpersonal skills
- Proficiency in MS Office (Excel, PowerPoint);
knowledge of ChatGPT orequivalent tools
- Fluent in Italian and English, written and spoken

Location: Trieste, Milano
Salary: €45,000 – €50,000 gross per year, pursuant to Article 5(1) of Legislative Decree No. 96 of 7 May 2026, as amended and supplemented from time to time.
Employment will be s

📌 Back Office Specialist (Italia)
🏢 Ultimate.ai
📍 Italia