Insurance & Annuities Process Trainee

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment

Key Responsibilities

• Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number.
• Collaborate with business partners across different sites on a daily basis to process work
• Identify process improvements and partner with appropriate resources to implement solutions. Ensure that all required information is available to accurately process requests for Account Service. Utilize various computer applications to identify & research issues and correspond with Advisor for further requirements.
• Accept/reject requests providing appropriate rationale on In Good Order/Not in Good Order Service requests.
• Work with appropriate internal partners or external clients to retrieve any necessary information which is missing.

Required Qualifications

• Graduate/ Post- Graduate in / commerce/ business management/ operations discipline Strong written and verbal communication skills & presentation skills. Working Knowledge of Microsoft Office.
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.

Preferred Qualifications

• Product-specific or financial services industry experience will be an added advantage. Desired experience of 0-2 years in the field of brokerage/Insurance/Annuities and a Strong academic background/ orientation will be an added advantage.

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

AWMPO AWMP&S Presidents Office Business Support & Operations