The ideal candidate will have knowledge of the Life Insurance product and associated documentation, be a relationship builder with strong communication skills and value teamwork and inclusivity. The role will be directly accountable for maintaining procedures related to all onboarding and administration of life insurance policies, mediation activities and support for related activities in Investments and Lending.
Job Responsibilities
- Manage day to day operational tasks for the Life Insurance Business in coordination with Credit Middle Office and broader Operational and Servicing teams
- Respect operational metrics, controls and SLAs
- Maintain relationships with all Life Insurance Companies and co-brokers in order to resolve operational and administrative tasks related to policyholder processes
- Oversee technology feeds from external parties related to Life Insurance business and coordinate with technology team to resolve breaks and discrepancies
- Maintain all passcodes and user accesses for Life Insurance Company websites
- Manage fees reconciliation process with Life Insurance Companies and Finance team
- Produce and generate data feeds for Life Insurance Companies, as needed
- Maintain an archive of all Life Insurance Company documentation (in multiple languages) and distribute to front office teams on request
- Manage Life Insurance Company and co-broker details in systems for downstream reporting
- Interface with broader operational teams across JPM to resolve operational issues
Required Qualifications, Capabilities and Skills
- 3+ years of experience in wealth management operations and life insurance (required). Knowledge on Luxembourg Funds preferable (FID/FIC/FAS)
- Fluency in French and English
- Ability to work independently, while partnering and escalating appropriately
- Intellectually curious and able to solve issues proactively
- Organized, attention to detail and high level of customer service
- Strong relationship management skills
The Ideal candidate
- Associate level with experience in Life Insurance and Wealth Management operations
- Prior experience in Middle/ Back Office Life Insurance in connection with Luxembourg insurers.
- Able to multi-task, prioritize and escalate issues as needed
- Maturity, positive can-do attitude and flexibility to handle changing situations
- Hard-working, organized, career-minded
- Understanding of life insurance solutions and industry experience
This position is located in Paris, France.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Em ployer.
About us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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