JPMorgan Trusts & Estates - Associate 

India, Maharashtra, Mumbai 

494143064

Job Responsibilities :

• Responsible for performing phone calls to insurance providers to get the latest information on insurance policies
• Processing payments and posting transactions for timely review and servicing of insurance policies
• Knowledge of MS-office for performing calculations and creating MIS reports on a periodical basis
• Managing servicing of a predefined set of insurance policies and acting as the primary interface for the business partners for such policies, while displaying excellent time management and workflow management abilities
• Actively liaise with global business partners and insurance companies for timely resolution of exceptions
• Managing deliverables while servicing all ad hoc queries and requests
• Organizational contribution by taking up a role to support organization wide initiatives

Required qualification, skills and capabilities:

• 5-7 years of relevant work experience
• Ability to understand nuances and terminologies related to insurance policies and/or financial industry
• Knowledge of Trust & Estate business will be an added advantage
• Excellent verbal and written communication skills
• Attention to detail and ability to perform tasks with high degree of accuracy
• Understands risk associated with processing and is able to effectively manage them through appropriate controls
• Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
• Analytical – should be able to contribute to the culture of constant improvement
• A proactive approach to problem solving, taking ownership of work
• Adaptability - ability to perform in a fast paced environment and handle multiple tasks through effective prioritization.
• Positive outlook and a desire to stretch themselves to achieve both personal and functional success
• Bachelor’s degree
• Strong educational credentials