Commercial Operations & Client Services Analyst

Generali Italia; Milano; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

A global Employee Benefits firm is seeking a Commercial Operations & Client Services Analyst in Assago, Italy. This full-time role requires collaboration with the Commercial Team to optimize daily operations and enhance client services through effective data analysis. Candidates should have strong analytical and communication skills, with the ability to handle multiple tasks. A proactive mindset and familiarity with Salesforce and Business Intelligence tools are essential. Fluency in English is required, with additional languages considered an asset.

Competenze

• 0-1 year of experience in insurance/reinsurance or data management.
• Fluent in English and any other language is a plus.
• Experience in a multicultural environment.

Mansioni

• Conduct quantitative and qualitative analysis supporting renewals management.
• Assist with managing new business quotations and Salesforce activities.
• Collaborate to ensure accurate and timely data collection.

Conoscenze

Analytical mindset

Communication skills

Excel familiarity

Problem-solving

Proactive process improvement

Strumenti

SalesForce

Business Intelligence software

Descrizione del lavoro

Job Description

We are looking for a Commercial Operations & Client Services Analyst who will collaborate with the Commercial Team to support daily operations, ensuring seamless renewals and pipeline growth by analyzing commercial data, coordinating quotations, and collaborating across teams to optimize processes and deliver client-focused solutions.

Main accountabilities

• Conducting quantitative and qualitative commercial data analysis and checks supporting renewals management, daily operations and strategic decisions
• Assist the Service Team in managing new business quotations, including Salesforce activities, to drive pipeline growth and improve efficiency
• Support the execution and delivery of renewals deadlines according to client requirements and based on the responsiveness of Network Partners
• Ensure renewal quotes are up to date (in Salesforce) and share the renewal templates with network partners
• Support the Service Team and Network Partners to ensure accurate and timely data collection
• Collaborate with the Commercial Team to deliver the renewal templates to Clients/Intermediaries, closing the loop at local level (i.e., confirm to the local insurer the final renewals conditions)
• Interact with Operations Team to envisage/design improvements related to Commercial processes
• Transversal implementation, coordination of any change in Network Management impacting the business activity

Requirements

Desirable skills & competencies:

• Ability to work on and switch from several tasks / clients / projects at the same time / in the same day
• Familiarity with Excel and data management/reporting tools (SalesForce, Business Intelligence software, etc.)
• Ability to develop and maintain effective business relationships with a few correspondents within the network, the clients' and the intermediaries' organizations
• Strong analytical mindset and ability to manage processes within strict Service Level Agreements (SLAs)
• Problem-solving mindset in order to handle unexpected issues during renewals or data collection
• Willingness to work in a multicultural environment
• Excellent communication and interpersonal skills, capable of liaising effectively with both operational teams and IT to drive improvements and automation
• Proactive approach to continuous process improvement, with a clear focus on automation and operational efficiency

Desirable qualifications & background:

• None to 1 year of experience in a similar role would be an asset (such as in insurance/reinsurance and data management fields)
• Knowledge of employee benefits and experience in insurance or reinsurance operations is advantageous; familiarity with international insurance programs is definitively a plus
• Previous experience in an international environment is an asset
• Fluent in English, any other language would be considered an asset

This is a permanent and full-time position, based in Assago (close to Milan, Italy).

Company Profile

GEB is a global Employee Benefits platform that helps Multinational Corporates succeed by protecting and enhancing the physical, emotional & financial wellbeing of their human capital. Driven by customer service, innovation, and operational excellence, GEB is built on an ecosystem of partnerships to support clients on their Environmental, Social & Governance journey. Its presence is truly global (127 countries) and reliable thanks to 136 trusted local Network Partners, who enable the provision of focused expertise and support to 298 Lifecycle Pooling coordinated multinational programmes, 324 other global solutions and 62 Captive programmes, with a premium volume of €1.643 billion (YE 2024 figures).
The GEB Business Service Centre (BSC) in Assago, Italy, is a service company that will be primarily focusing on providing services to our clients and network partners and support the overall division activity.