• Execute engagements at Financial Services and Insurance firms as part of complex change and transformation initiatives
• Address key changes impacting the sub-segments of the industry
• Conduct interviews/workshops/walkthroughs with subject matter experts and process owners to elicit and document requirements
• Identify data entities and define the relationship between them
• Assist data modelers in building data platforms
• Gather and analyze business requirements, processes, design and develop data maps required to support the technology transformation initiative
• Collaborate with cross-functional teams across the client organization and Infosys on technology transformation programs and initiatives
• Manage end-to-end project execution, stakeholder communication and minimize engagement risk by proactively identifying issues and recommending courses of remediation
• Support business development activities ranging from leading or contributing to proposals and developing propositions
• Develop market-relevant points of view to generate and sustain presence in the marketplace

Skills: Data Analysis, Requirement Gathering, Process Mapping, Stakeholder Communication, Project Execution, Risk Management, Business Development, Industry Knowledge

• Develop new business by collaborating with Regional Banking Managers and Retail, Commercial and Corporate Lending teams to expand Association insurance solutions to existing and new Association customers
• Independently prospect new customers through community relations, external and internal relationships
• Manage the day-to-day customer relationship of complex accounts
• Provide outstanding service to existing and new Association customers
• Maintain and enhance the relationship with customers to understand their needs and expectations
• Provide information to inform customers of new insurance solutions and important insurance updates
• Make available expertise on insurance solutions to help customers make informed business decisions
• Collaborates with their business development team to execute sales and marketing strategies to reach prospective customers
• Collaborates to develop team prospect lists and works with the business development team to make joint contacts with prospective customers
• Develops and maintains a thorough understanding of crop and livestock insurance solutions available in their service area
• Develops specialty expertise in insurance solutions prevalent within their service area
• Operates within the Federal Crop Insurance Corporation (FCIC) and the Farm Credit Administration (FCA) authorities
• Conducts business within rules, regulations, policy and procedures with ethics and integrity

Skills: Business Development, Customer Prospecting, Account Management, Client Servicing, Insurance Advising, Sales Strategy, Industry Expertise, Regulatory Compliance

• Take Inbound and outbound phone calls from IAG customers to proactively identify customers' personal needs and value-add opportunities
• Engage customers in quality interactions via a combination of existing and new channels to uncover insurance needs, both stated and unmet, and provide solutions to meet these needs
• Coordinate with the underwriting team to identify the best solutions for the customer's business needs
• Provide excellent customer service experiences that exceed their expectations
• Provide effective resolution of customer queries and provide appropriate solutions
• Develop and maintain insurance product and systems technical knowledge, including any risk and compliance requirements
• Activity Participate as a constructive contributor with the immediate team and IAG colleagues to deliver on the IAG purpose and strategy
• Achieve growth and hit sales targets by successfully promoting the company’s product portfolio in both Life and Non-Life to customers
• Breed productive relationships to create a pool of prospective clients from various sources by networking, using referrals, etc
• Successful implementation of the sales process according to both the Company’s and the Regulator’s specifications
• Meet personal and team KPI’s/targets.
• Properly implement the Activity Management Concept and the Company’s methodology and reporting, providing feedback to management and developing additional action plans to meet plans

Skills: Customer Engagement, Needs Assessment, Underwriting Support, Service Delivery, Issue Resolution, Product Knowledge, Sales Execution, KPI Tracking

• Establishes strong sales relationships with clients and identifies new business opportunities
• Visits clients and assesses their financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning and by evaluating risk tolerance
• Develops financial strategies by guiding clients to establish financial goals by matching them to their situation with appropriate financial plans
• Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns and answering questions
• Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results
• Identifying and evaluating new financial strategies and recommending changes in goals and plans
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products
• Participating in educational opportunities
• Reading professional and technical publications
• Maintaining personal networks and participating in professional organizations

Skills: Sales Relationships, Client Assessment, Financial Planning, Risk Evaluation, Plan Presentation, Strategy Monitoring, Market Knowledge, Professional Development

• Support line of business regarding commercial property claims process, administrative responsibilities, and reaching out via phone
• Manage multiple priorities and provide customer service
• Deliver feedback and recommend solutions to improve processes and tools within claims management
• Perform complex tasks such as research, review, analysis, and recommend actions related to commercial property claims with exposure to sensitive information
• Provide subject matter expertise and interpretation of procedures
• Act as the first point of contact for all parties regarding the commercial property claim process
• Interact with managers, individuals, human resources, and third-party claims administrators on the claims process
• Collaborate with the third-party vendor and the offshore team in resolving exceptions
• Use specific criteria to quality assure and report metric results and feedback on a weekly/monthly basis
• Collaborates with management in the formulation of work procedures, policies and methods to ensure compliance with Wells Fargo, legal, investor, regulatory, and business policies, which directly affect the work unit and other departments
• Handle special projects that primarily impact his/her functional area or specific department
• Escalate issues, evaluate and process borrowers' servicing requests in conjunction with asset managers, internal and external counsel, and business partners, and ensure quality customer service is provided to internal/external customers
• Conduct quality assurance of loans to ensure processes and procedures for each department function are being followed

Skills: Claims Support, Customer Service, Process Improvement, Data Analysis, Subject Expertise, Stakeholder Interaction, Quality Assurance, Policy Compliance

• Provide case design support in accordance with RIA/IAR investment philosophies, risk tolerance, etc.
• Provide new business workflow support
• Coordinate steps between the client, adviser and Allianz to implement insurance solutions
• Document product recommendations utilizing the CRM Tool/system
• Build productive relationships with all members of the advisory team
• Leverage analytics to identify advisors for RVPs to target
• Field questions related to ADP’s Pay-By-Pay product, its value proposition, and have a working knowledge of the audit and dispute process
• Investigate, research, analyze and resolve complex client issues and advise clients based on market and product knowledge
• Awareness of risk management methods and claims handling
• Identify and provide recommendations on additional lines of coverage
• Understand ADP products including payroll and the ADPIA relationship
• Develop and maintain effective written and verbal communication to ensure satisfaction and world-class service
• Achieve and maintain agreed-upon levels of service
• Maintain all required insurance licenses and complete the required continuing education courses

Skills: Case Design, Workflow Support, Insurance Coordination, CRM Documentation, Team Collaboration, Analytics Utilization, Client Advising, Risk Awareness

• Provide prospects with the best services for their needs and support existing client policy needs
• Assist as the first line of communication on reported claims
• Prepare policy change requests and submit requests to carriers
• Drive results for conversion and the cross-sell of various CapCenter services
• Collaborate across departments in the initial insurance quoting process
• Protect clients with a relentless commitment to quality control built on personal ethics and responsibility
• Provide input on the development, implementation and execution of marketing campaigns
• Make recommendations to current clients to update and enhance policy contracts
• Maintain existing client relationships and support client retention
• Perform all phases of the new business, renewal, and remarketing process

Skills: Client Support, Claims Assistance, Policy Updates, Cross-Selling, Quoting Collaboration, Quality Control, Marketing Input, Client Retention

• Lead engagements at Insurance clients to address the pressing issues faced in the industry related to the Insurance Value Chain from a business and technology standpoint
• Build client relationships specific to the engagement
• Provide leadership and mentor junior consultants in the engagement team
• Collaborate with other streams including technology delivery streams across Infosys, to deliver a compelling value proposition to the client
• Publish thought-provoking insights on Insurance Trends related challenges and opportunities
• Support business development activities
• Develop market-relevant points of view to generate and sustain presence in the marketplace
• Play a vital role in further building up Synpulse USA’s Insurance practice around digital transformation and operational excellence topics through thought leadership contributions
• Conduct interviews and workshops with clients to assess pain points, define visions of future states and prioritize opportunity areas that deliver value across people, processes, data and technology
• Independently drive the success of a project by directing activities, ensuring high quality and timely deliverables
• Manage a team of consultants by organizing workstreams, defining work packages and mentoring junior team members 

Skills: Engagement Leadership, Client Relationships, Team Mentoring, Cross-Functional Collaboration, Thought Leadership, Business Development, Workshop Facilitation, Project Management

• Building a team of agents
• Activation of successfully appointed new agents and ensuring their motivation to sell
• Prepare monthly and annual action plans to achieve his/her goals
• Measurement and tracking of relevant metrics for Agents
• Identify training needs across the team
• Maintain ongoing communication and connect with the team to share details of upcoming contests, RR, processes, etc.
• Working in a project team for an insurance company
• Focus on strategy and take responsibility for organizational change and business transformation
• Analyze and optimize business processes by using the knowledge and experience of Accenture
• Sales and marketing for Takaful products under Prudential BSN Takaful
• Manage clients' accounts mainly as a service to all clients
• Attend to any enquiries from the client promptly

Skills: Team Building, Agent Activation, Goal Planning, Performance Tracking, Training Identification, Internal Communication, Process Optimization, Client Management

• Provide excellent customer service by establishing a rapport with clients and the state agencies
• Receive and prioritize claims, questionnaires, determinations and other unemployment-related data
• Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response
• Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents
• Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures
• Initiate timely telephone calls, faxes, or emails to the customer to obtain, document, or pass along needed information
• Verify and analyze client information stored on the PC before calling the client to ensure that each call is focused and complete and customer satisfaction is achieved
• Document details of client calls while on the phone, inputting this directly into the PC via keyboard for future review
• Ensures that work is accurate and complete,  processed promptly with proper spelling and grammar
• Investigates and resolves any client concerns with the supervisor, other departments and/or Account Managers promptly

Skills: Customer Service, Claims Processing, Data Analysis, Legal Interpretation, Timely Communication, Information Verification, Call Documentation, Issue Resolution

• Experience with the CFO, CRO or CAO domain of a life and/or non-life insurer or reinsurer
• Must have Industry-related certification (CLU, FLMI, ALMI, etc.)
• Knowledge of ALIP, FAST, Underwriting Engines (Ebix, Swiss RE, etc.) 
• Experience in leading programs where stakeholder engagement is a key requisite to achieving successful program/project delivery
• Proven ability to deliver under tight deadlines and challenging constraints
• Ability to collaborate within the firm and leverage existing resources
• Demonstrate thought leadership, ability to conceptualize and drive new solution/service offerings and take them to market
• Good analytical skills and an innovative approach to problems
• Ability to lead, to influence and to collaborate with others to achieve a goal
• Self-motivated to learn new technology solutions and capable of communicating with technology topics
• Ability to work under pressure, independently and in a team-oriented environment
• Familiar with Microsoft Office tools
• Working experience in market research and industry analysis 
• Basic concept of digital transformation
• Familiar with technology trends in ABCDE (AI, Blockchain, Cloud, Data and Experience)

Qualifications: BS in Financial Engineering with 9 years of experience

• Working experience in Life Insurance or the Financial Services industry
• Proven track record of high performance/activity
• Strong customer service skills with a strong positive phone presence
• Excellent verbal communication skills
• Ability to build phone-based relationships
• Excellent attention to detail and ability to multitask without losing focus
• Must be a self-starter and have the ability to learn independently through experience
• Proficient in Microsoft Outlook, Word and Excel
• Comfortable with routine, repetitive tasks
• Ability to accomplish multiple tasks simultaneously in a fast-paced environment
• Strong work ethic and high level of personal integrity and accountability
• Ability to articulate a message quickly and effectively over the phone

Qualifications: BA in Business Administration with 6 years of experience

• Excellent attention to detail and planning skills to manage multiple priorities successfully
• Outstanding interpersonal and verbal communication skills
• Ability to build good rapport with clients
• Ability to influence and negotiate outcomes in a compliant environment
• Demonstrate potential and have experience in sales 
• Ability to achieve specified targets
• Able to be self-motivated, eager to learn, proactive and persistent
• Strong knowledge of Life Insurance products and case design tools (i.e., Winflex), general brokerage background helpful
• Demonstrated excellent customer service skills
• Ability to multitask and follow up
• Ability to maintain a positive client experience while diffusing tense situations
• Demonstrated ability to use independent judgment to make decisions and solve problems
• Demonstrated ability to excel in a fast-paced, client-centric team consultative environment encompassing multiple disciplines and product lines
• Demonstrated drive for professional growth and development

Qualifications: BA in Sociology with 8 years of experience

• Working experience in a corporate risk management, retail brokerage, or insurance company underwriting environment, working within a multi-line, global platform
• Must possess strong technical and analytical skills across all lines of coverage
• Comfortable within a fast-paced, project-focused environment and adept at problem-solving and critical thinking
• Highly commercially-oriented with a strong strategic underpinning
• Capable of advising on ‘big picture’ business issues as they relate to risk, and of maintaining a dialogue with senior “non-technical” audiences
• Ability to articulate a vision, operate at a strategic level, provide guidance and adopt an advisory approach that will be supported by technical credibility
• Ability to provide sound advice and guidance to clients in various complex M&A transactional situations with a high degree of confidence
• Able to deal with organizational complexity, he/she is a relationship builder, and adapts his/her style to the audience
• High degree of ‘intellectual horsepower’, reflected by first-rate intellect and agile mind 
• Ability to challenge conventions and provide creative and innovative solutions

Qualifications: BS in Information Systems with 6 years of experience

• Prior experience in working with Insurance companies in client-facing roles
• Experience specific to the Insurance Market and advising clients at senior levels
• Excellent communication, interpersonal and presentation skills
• Good at organising and mathematically
• Good in Actuarial Science or Accounting
• Good knowledge of the requirements of Solvency II
• Sound grounding in actuarial techniques and strong IT skills
• Business-minded entrepreneurial skills
• Good interpersonal skills and actively interact with all customer ratings

Qualifications: BA in Insurance and Risk Management with 5 years of experience

• Good understanding and experience of Insurance products and processes 
• Able to understand IT 
• Able to explain and present the results to the business stakeholders
• Previous experience of working in a similar capacity in another Consultancy or Insurance Industry
• Full project life-cycle experience, Business Analysis experience
• Demonstrable knowledge of different project life cycles, such as waterfall, agile
• Ability to develop creative strategic solutions to solve clients’ business problems
• Able to create accompanying execution roadmaps to implement the changes
• Working experience in a global delivery environment and with distributed teams

Qualifications: BA in Marketing with 3 years of experience

• Experience in Insurance with knowledge of benefits insurance products such as dental, vision, critical illness, hospital indemnity, accident, etc.
• Experience in functional areas like new business, enrollment, broker management, billing, claims management, network/provider management, and finance
• Experience in process improvement in business operations 
• Excellent communication and presentation skills, both written and verbal
• Demonstrated knowledge and experience in requirements elicitation, analysis, and documentation
• Proven ability to lead projects, build strong and effective business relationships
• Ability to facilitate discussions, analyze and deconstruct problems, develop structured solutions and categorize challenges in the project environment
• Highly motivated with strong analytical acumen and problem-solving skills
• Experience working on change initiatives in Insurance firms, working either directly or with a reputed professional services firm
• Must have Group Insurance Industry-related certification (e.g., FLMI, ALMI, FFSI, etc.) 
• Knowledge of Vitech, EIS or Majesco platforms
• Proven ability to deliver under tight deadlines and challenging constraints
• Experience in executing programs using Agile methodologies

Qualifications: BA in Statistics with 9 years of experience

• Management consulting experience at a top-tier consulting firm
• Working experience in Project management/program management 
• Experience working in the life insurance industry 
• Experience in digitizing and optimizing business and operations functions and processes using process reengineering and automation expertise
• Understanding of laws, policies and regulations in the life insurance industry
• Ability to interpret how key areas/processes within the client organization may be impacted
• Demonstrated ability in defining, mobilizing and delivering complex change programs in large organizations
• Strong background in leading teams comprised of both IT and business specialists
• Demonstrable ability to turn business requirements into technology solutions with the commercial acumen to create supporting business cases
• Excellent presentation and facilitation skills
• Ability to build relationships at senior management and CXO levels

Qualifications: BS in Data Analytics with 6 years of experience

• Knowledge of specific Insurance IT solutions
• Affinity with and interest in new digital technologies and intelligent automation
• Good problem-solving and critical thinking
• Profound knowledge in understanding and modeling the client’s business and processes
• Basic knowledge of project management methodologies and best practices
• Skilled communicator and independent worker, but also a team player
• Proficient in French and English
• Knowledge Claims, Underwriting, Finance for Insurance
• Knowledge in Insurance Products such as Life and Non-Life
• Knowledge in new methodologies such as Design Thinking, Agile, etc.
• Proven ability to work creatively and analytically in a problem-solving environment

Qualifications: BS in Management Information Systems with 5 years of experience

• Must have Guidewire Integration or Configuration certification
• Hands-on technical expertise specifically related to the Integration of complex legacy mainframe applications
• Experience delivering via an Agile/Scrum methodology
• Strong Java, Gosu, EJB, BPEL, UNIX background
• Experience with Business Process Modeling (BPM) tools, Business rules integration
• Experience with Enterprise Service Bus (ESB) technology like BEA, Sonic, IBM, Oracle
• Strong knowledge and comprehension of standards, specifications, and standards bodies (e.g., XML, UDDI, JMS, Web services, etc.)
• Experience with open source technologies such as Apache ServiceMix, FuseESB, Camel and Mule
• Strong software development methodology understanding, and have assisted in the design, development or testing of a technology integration project
• Ability to work independently and manage multiple task assignments
• Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
• Strong problem-solving and troubleshooting skills 
• Ability to exercise mature judgment
• Strong analytical and technical skills

Qualifications: BA in Public Administration with 8 years of experience