Insurance Life & Investments Operations Specialist

23 set - Bardi
Allianz

Overview
In this role you will own end-to-end back-office operations for insurance-based investment products, driving proactive issue resolution and process enhancements.
You will collaborate with cross-functional teams to support distribution channels and post-sale activities, ensuring accurate policy administration and compliance.
You will interface with external providers and continually improve operational processes to boost efficiency and accuracy.
This is a hands-on, results-oriented position within Allianz's Operations function, with a focus on unit-linked/IBIPs and a clear impact on customer outcomes.
You will work in a collaborative environment that values integrity, inclusion, and service.
Responsabilità
Manage full lifecycle of LIFE policies (issuance, amendments/endorsements, surrenders/withdrawals, fund switches, premium/payment processing)
Provide day-to-day operational support to distribution channels (banks, financial advisers, intermediaries)
Handle post-sale activities and operational requests
Interface with external providers (IT systems, administration platforms)




Collaborate with Compliance, AML, Finance, IT, Sales
Contribute to continuous improvement of operational processes
Requisiti fondamentali
Bachelor's degree in Economics, Finance, Business Administration, or equivalent experience
Significant experience ****** 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
Strong communication
Interpersonal skills
Analytical mindset
MS Office (Excel, PowerPoint)
ChatGPT or equivalent tools
AML/compliance familiarity

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