INSURANCE LIFE & INVESTMENTS OPERATIONS SPECIALIST

Si candidi in fretta: consulti la descrizione completa scorrendo verso il basso per scoprire tutti i requisiti di questo ruolo.
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

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- Manage the full lifecycle of insurance LIFE policies:

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- 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

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- 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 attention to detail
- Strong communication and interpersonal skills
- Proficiency in MS Office (Excel, PowerPoint); knowledge of ChatGPT or equivalent tools
- Fluent in Italian and English, written and spoken

Location: Tr

📌 Insurance Life (Trieste)
🏢 Allianz Global Life DAC
📍 Trieste