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Wealth Protection Associate
2 weeks ago
About Emapta Philippines
">Join us at Emapta Philippines, where we value excellence, collaboration, and professional growth. As a trusted advisory firm, we offer a stable career with competitive compensation, global exposure, and a culture of continuous learning. Our employees enjoy a diverse and supportive work environment, opportunities for career development, and a chance to make a meaningful impact.
">Job Title: Wealth Protection Associate
">We are seeking a highly skilled Wealth Protection Associate to join our team. The successful candidate will provide administrative support to our financial advisers, ensuring seamless financial services and effective risk strategy implementation.
">Responsibilities
">- Manage the annual risk renewal process by renewing or amending existing policies, preparing quotes, and following up on overdue payments with clients.
- Provide administrative support to financial advisers, including preparation of insurance schedules and client documentation.
- Onboard risk clients in compliance with the agreed process and regulatory requirements, ensuring accuracy and timeliness.
- Implement risk strategies by preparing, submitting, and following up on applications and associated client documentation.
- Maintain and update client records and documentation in FP systems (Xplan or similar) and Worksorted.
- Respond to client inquiries and liaise with other professional advisers.
Requirements
">- Minimum 2 years of experience in a related field, such as insurance provider administration or client services management.
- Experience dealing directly with clients in Australia.
- Strong implementation experience in financial services.
- Proficiency in FP systems (Xplan or similar) and MS Office.
- Expertise in various types of cover, including Life, Income Protection, and TPD insurance.
- Familiarity with medical conditions and relevant industry terminology.
- Understanding of the risk advice process, including application and implementation administration.
- Exceptional attention to detail and accuracy.
- Strong time and workload management skills.
- Excellent problem-solving, organization, written, and oral communication skills.
- Ability to collaborate effectively and adapt to industry changes through self-learning.
- Strong client relationship management skills.
