Business Coordination Officer

Job Description

EFG Bank is seeking a motivated and qualified candidate for our Business Coordination – Life Insurance team in Luxembourg. The successful candidate will play a key role in the day-to-day management of insurance and administrative matters. This position requires a solid understanding of the financial and banking sectors, and experience or knowledge in the field of life insurance is highly desirable.

Tasks

The main tasks include:

• Tracking and processing inquiries from insurance companies and other business partners
• Processing new insurance policies and monitoring them on a regular basis
• Maintaining ongoing communication between insurance companies and back- and front-office departments
• Coding and analysis of discretionary management and consulting engagements
• Daily management of new documents related to the bank's investment operations
• Preparation, analysis, and finalization of audit requests for auditors
• Participation in intra- and interdepartmental projects aimed at improving tools and procedures
• Initiating measures to optimize processes within the Business Coordination and Insurance Team

Requirements

The requirements for this position are:

• Education: At least a bachelor’s degree, ideally in economics or business administration
• Experience: At least 2 years of experience in the banking, insurance, or financial services sector, preferably in customer service
• Skills: Strong knowledge of financial products, ideally in the private banking sector, as well as proficiency in Excel

Our values

Our values are:

• Responsibility: Taking on tasks and challenges and striving for continuous improvement
• Proactivity: Proactively achieving high-quality results
• Passion: Commitment and pursuit of excellence
• Solution-oriented approach: Focus on customer results and fair treatment of customers, combined with a risk-aware mindset
• Partnership-oriented approach: Promoting collaboration and teamwork with an entrepreneurial spirit