Business Insurance Client Service Representative supporting account managers with client service functions and renewal processes. Collaborating on policy details and providing risk management recommendations.
About the role
- Senior Associate role in analytics for BNY’s investments team focused on client service and data insights. Engage in designing and implementing solutions within the financial services sector.
Responsibilities
- Participate in the identification and evaluation of third-party applications to support a multi-year implementation roadmap.
- Understand upstream and downstream processes relevant to area of expertise and minimize disruptions resulting from development projects.
- Conduct hands-on training and creation of training materials.
- Analyzes, defines and documents business requirements for data, workflow, logical processes, hardware and operating system environment.
Requirements
- 3+ years of experience with Salesforce.com
- Efficient in developing dashboards and reports in CRM.
- Strong business, problem solving, and analytical skills. Proactive in solving business and/or technical problems.
- Ability to work in a fast-paced environment, both independently and as part of a team while under strict and changing deadlines.
- Independent, self-starter requiring little supervision to complete tasks.
Benefits
- BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- We provide access to flexible global resources and tools for your life’s journey.
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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