Specialista Liquidazioni Previdenziali

Reale Mutua AssicurazioniMilano, TX
Onsite

About The Position

The position is open at the LIFE AND WELFARE Directorate – PENSION OFFICE. The office's activities include the assumption of new contracts, management of the portfolio of existing contracts (supplementary payments, switches, changes in payment methods, beneficiary changes, etc.), and their settlement according to current regulations. Further activities include: management and prevention of complaints/disputes; presentation of "COVIP statistics" (monthly, quarterly, and annual cadence); quarterly checks by the Head of Pension Schemes (a substantial activity, subject to exposure in the Company's Board of Directors); management of "dormant" PIP policies; management of the telephone hotline; management of incoming transfers and loading of the relative "tax details" into management systems; management of ISAAC tickets (arising from requests from intermediaries, agencies, clients) and IT tickets for various problems; management of correspondence to clients and to COVIP; monitoring/management of various projects in the Life and Welfare area. The monitoring of the activities indicated above is carried out using the Company's various applications: AIA, VIS, PASS, ISAAC, management of email and PEC mailboxes, NIMBUS, BINAMIC, PITECO, etc.

Requirements

  • Knowledge of the Office package (basic)
  • Autonomy and relational skills
  • Respect for deadlines
  • Willingness to work in a team

Nice To Haves

  • Knowledge of PIP products
  • Knowledge of the reference regulations (D. Lgs 252/2005)
  • Stress management skills

Responsibilities

  • Management and prevention of complaints/disputes
  • Presentation of "COVIP statistics" (monthly, quarterly, and annual cadence)
  • Quarterly checks by the Head of Pension Schemes
  • Management of "dormant" PIP policies
  • Management of the telephone hotline
  • Management of incoming transfers and loading of the relative "tax details" into management systems
  • Management of ISAAC tickets (arising from requests from intermediaries, agencies, clients) and IT tickets for various problems
  • Management of correspondence to clients and to COVIP
  • Monitoring/management of various projects in the Life and Welfare area
  • Handling all activities related to PIP policy settlements (opening and closing settlements, analysis of documentation and feedback to clients/agencies, management of current and periodic needs, settlement statements, entry of payments, preparation of internal statistics)
  • Managing the office telephone hotline in collaboration with colleagues
  • Managing paper mail
  • Managing ISAAC tickets from agents/intermediaries
  • Monitoring office email inboxes
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