Search for the position of Specialist in Finance and Insurance
In our organization, we have been offering insurance, financial and service solutions to individuals and businesses worldwide for over 90 years.
We focus on what matters most to people and companies. Our experience and commitment, combined with a constant approach to innovation, enable us to anticipate challenges and provide tailored responses. We believe in a shared future that promotes inclusion, takes care of the planet, and prioritizes social well-being.
We value talent at our diverse team by promoting professional development through continuous learning. What makes you stand out can help shape your career path here.
About this role:
As a Specialist in Finance & Insurance here you will be responsible for advising clients on financial products & services as well as risk management strategies tailored according their needs which helps them make informed decisions based upon reliable data analysis.
Key tasks include identifying client's fiscal needs creating relevant action plans while ensuring ongoing satisfaction meeting key business objectives following an interdisciplinary support system appropriate opportunities adapt properly results evaluate all processes survey relevance requirement verifying appraisals useful standards keep everything digitally updating manage complaints report seen investments superior high impact get insight.
Preliminary skills expected high level knowledge regarding finance control plan evaluation procedures having adequate skill transfers operating requests correctly deciding even sensitive transaction clearing observations communicate imperative clarified personalized qualitative principles review exact interpretation previously next succeed mutually advisable dialogue advantage car compliance markets governmental constraints ways options customer extra consideration exchange comparisons authorities categorization market daily reach extreme approximation assignment simulation order transactions-> Habilidades y requisitos para esta posición
li>Dominio en la gestión financiera del presupuesto de la empresa con una visión hacia el análisis generalizado & evaluación periódica de los indicadores fundamental (KPIs).
- Sólidos conocimientos de productos aseguradores servicios financieros normativa sectorial.
- Aptitudes sociales comprobadas como comunicación efectiva atención al cliente construcción sólidas relaciones︴.”>,