Back office job for Insurance & trading company

• Proficiency in data entry with high accuracy and attention to detail for managing sensitive insurance trading information.
• Experience in document management systems to efficiently organize, store, and retrieve important documents.
• Strong skills in Microsoft Excel for data analysis, reporting, and transaction tracking in insurance trading activities.
• Ability to support customers through effective communication, addressing inquiries and resolving issues promptly.
• Knowledge of regulatory compliance with a focus on KYC/AML procedures to ensure adherence to industry standards.
• Experience working with CRM software to manage customer relationships and maintain up-to-date records effectively.
• Understanding of transaction processing to ensure timely and accurate execution of insurance trading operations.
• Excellent problem-solving skills and adaptability to handle dynamic challenges in a trading environment with professionalism.

• Assist in managing back-office operations for the insurance trading department, ensuring accurate data entry and processing.
• Organize and maintain comprehensive document management systems to support efficient information retrieval and storage.
• Utilize Excel for compiling reports, analyzing data, and monitoring transaction status to support trading activities.
• Provide customer support by addressing inquiries, clarifying processes, and resolving any issues with professionalism.
• Ensure compliance with all regulatory requirements, particularly KYC/AML, to maintain adherence to industry standards.
• Maintain and update customer records in CRM software, ensuring all information is current and easily accessible.
• Facilitate transaction processing through accurate input and verification of trade details to maintain integrity and timeliness.
• Collaborate with team members to improve operational efficiency and contribute to achieving shared departmental goals.

Expertia AI Technologies