Advise private and corporate clients on life insurance across France, Luxembourg, and Belgium. Assess needs, design and place complex cases end-to-end, negotiate terms, manage underwriting and policy delivery, support renewals and claims, maintain insurer relationships, handle related administration, ensure regulatory compliance and confidentiality, and design/deliver annual regulatory training for the Front Office.
Key Responsibilities
- Provide independent advice on life insurance matters to private clients and, where relevant, corporate/organizational clients across France, Luxembourg, and Belgium.
- Gather and analyze client information to assess insurance needs and investment objectives, translating them into appropriate coverage recommendations.
- Use deep knowledge of insurers and their policies to identify solutions that best meet client needs, balancing features, service, and overall value.
- Lead complex case strategy and placement end-to-end (submission through underwriting, offer negotiation, policy issuance, and delivery).
- Negotiate specialized coverage terms and structures in complex cases, coordinating across internal stakeholders and external partners as appropriate.
- Develop and maintain strong relationships with professional counterparts in the insurance ecosystem (insurers, underwriters, and other specialists).
- Support renewals and changes to existing policies, ensuring ongoing suitability and a high-quality client experience.
- Assist clients with claims by guiding required documentation, liaising with insurers, and driving timely progression and clear communication.
- Manage associated administration, including written correspondence and reports, maintaining accurate records, attending meetings, and supporting premium/payment processing and related account administration as applicable.
- Ensure adherence to applicable local regulations and internal policies, with strong confidentiality and disciplined handling of sensitive client medical/financial information.
- Design and deliver the annual regulatory training sessions for the Front Office, ensuring completion tracking and alignment with applicable local requirements.
Required Qualifications
- Several years of experience in life insurance advisory/broking and complex case placement; HNW/UHNW client experience preferred.
- Proven ability to provide independent, needs-based advice and manage multiple stakeholders through end-to-end execution.
- Strong technical knowledge of life insurance products, underwriting dynamics, in-force servicing, renewals/changes, and claims processes.
- Demonstrated negotiation skills and ability to structure solutions in complex situations.
- Experience working effectively across France, Luxembourg, and Belgium (cross-border coordination experience strongly preferred).
- Strong communication skills, executive presence, and high attention to detail.
- Ability to meet/maintain all relevant local licensing or registration requirements for insurance advice/broking in the applicable jurisdictions.
- Languages: French and English required, German is an asset.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Similar Jobs
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Lead development and implementation of Medical Insights strategy and processes across Medical Affairs. Prioritize insights use cases, translate business needs into data/functional requirements, evaluate AI and analytics solutions, embed insights into medical decision-making, monitor impact, enable adoption of insights platforms, and collaborate cross-functionally to drive value and evidence generation.
Top Skills:
Advanced AnalyticsAIDataikuTableau
Financial Services
Provide legal advice on Luxembourg and European alternative investment funds (AIFMs/AIFs), support formation and maintenance of private funds and ELTIFs, monitor regulatory developments, collaborate with Legal/Compliance/Risk and business partners, oversee outside counsel, and support cross-Alternatives initiatives and special projects.
Financial Services
Lead commercial strategy and revenue growth for a portfolio of Financial Institution clients in Luxembourg/Benelux. Originate and price complex payments and treasury mandates, manage senior client relationships, coordinate cross‑firm delivery, and take ownership of the compliance lifecycle (KYC, AML, sanctions, ABC, CRS/FATCA). Prepare account plans and reports, mentor junior staff, and ensure onboarding and ongoing client compliance across multi‑jurisdictional structures.
What you need to know about the Manchester Tech Scene
Home to a £5 billion digital ecosystem, including MediaCity, which consists of major players like the BBC, ITV and Ericsson, Manchester is one of the U.K.'s top digital tech hubs, at the forefront of advancements in film, television and emerging sectors like as e-sports, while also fostering a community of professionals dedicated to pushing creative and technological boundaries.
