Back Office Specialist - Investment Insurance Products

Position: BACK OFFICE SPECIALIST - INVESTMENT INSURANCE PRODUCTS
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 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:

Trieste, Milano
Pursuant to Article 5(1) of Legislative Decree No. 96 of 7 May 2026, as amended and supplemented from time to time, the range applicable to the position offered is between € 45.000 gross and € 50.000 gross.
Employment will be subject to the terms and conditions set forth in the National Collective Labor Agreement for Insurance Companies and the applicable Company Agreement.
The final determination of the starting remuneration will be based on an evaluation of the candidate’s qualifications, skills, and relevant experience in relation to the requirements of the role.
Both genders may apply in accordance with the L. 903/77 (s.m.i).
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