Partner & Client Services Officer – Italy, Portugal and Spain

As a Partner & Client Services Officer – Italy, Portugal and Spain, you will manage the administrative and relationship aspects of life insurance contracts for the Italian, Portuguese and Spain markets throughout their entire lifecycle. As a key point of contact for our clients and partners, you will ensure a high level of service, coordinate operations with internal stakeholders and actively contribute to the continuous improvement of our processes and tools within an international and multicultural environment.

Managing the full administration of life insurance contracts, from onboarding through to contract termination. Handling day-to-day and complex transactions, including subscriptions, redemptions, switches, contractual changes, and transactions involving internal and external funds. Acting as a key point of contact for clients and partners, including brokers, banks and asset managers, and building strong and lasting professional relationships. Responding to requests relating to contracts and ongoing transactions and proactively proposing solutions tailored to identified needs. Working closely with internal teams such as AML, KYC, Assets Controlling, Wealth Planning, Accounting and Sales to ensure quality and timely execution of operations. Prepare, coordinate and submit Italian tax and regulatory reporting to the relevant authorities, ensuring data accuracy, timely filings and proper reconciliations; liaise with external tax advisors experts to ensure compliance with Italian tax and insurance regulations.Actively contributing to the continuous improvement of processes and digital tools. Participating in strategic projects related to quality, data and operational optimisation.

Education

Minimum Bachelor’s degree (Bac+3) in Economics, Business Administration, Finance or equivalent. Experience: Previous experience in a similar role within banking or insurance is preferred. For the Supervisor role, at least 5 years of experience in an operations or similar position is expected. Languages: Excellent command of Portuguese, with strong working proficiency in French, English and Italian. Any additional language would be considered an asset. Technical skills: Good knowledge of life insurance products, ideally LPS, experience in handling complex administrative transactions and good command of Microsoft Office. Soft skills: Strong client and service orientation, proactivity, autonomy, organisational skills, accuracy and team spirit.

We are more than a traditional insurance company: we are the personal partner for everyone who wants to feel simply safe. In addition to our traditional financial business, we are also broadening our range with ecosystems in the areas of mobility and home. We see the digital age as an opportunity to make our offering even more sustainable, innovative and customer-oriented in the future. Are you shaping it with us?

Our culture and our togetherness make us special. But it's clear that you're also interested in our benefits. Discover what you would receive joining Baloise in Luxembourg:

Employee discounts on our own products - for a financial services provider this means: up to 40% discount on our insurance products . On top of that, there's an excellent pension fund with attractive 2nd pillar benefits and special employee shares.

We are there for you - even if you get sick or have an accident. At Baloise in Luxembourg, you will benefit from an accident insurance for both your professional and personal life.

Our culture thrives on togetherness - even away from the daily office routine. Networking during our staff party or after-works, each event is a great opportunity to share moments together in an less formal way.