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.
JPMorganChase London, England Office
25 Bank Street, Canary Wharf, London, United Kingdom, E14 5JP
Similar Jobs
Financial Services
Lead technology risk management by developing policies, assessing and mitigating tech risks, liaising with regulators and stakeholders, overseeing controls and KPIs/KRIs, managing reporting and governance, and driving continuous improvement across the organisation.
Top Skills:
DoraIsacaIsoNist
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.
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Provide company secretarial and administrative support for regulated and non-regulated funds: prepare and maintain statutory records, draft and review board/shareholder resolutions, coordinate meetings and minutes, handle KYC/AML and compliance, assist with incorporations, filings and liquidations, communicate with clients and third parties, supervise junior staff, and support business development and process improvements.
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
