Teams at Income Insurance

Support Line 2 Technology Risk Management by reviewing and enhancing the IT risk framework, monitoring IT risk indicators, performing RCSA quality assurance, leveraging GRC tools to reduce duplication, advising on IT project risk, developing third-party risk management synergies, and reviewing IT regulatory compliance and incidents.

Lead end-to-end implementation of a Distribution Management System for an Income Financial Advisory. Act as liaison between business stakeholders, vendors, and IT to gather and translate requirements into functional specifications, ensure successful delivery, manage stakeholders, and apply AI tools to improve productivity and outcomes.

Sell general insurance and income products by phone to prospects and inbound callers. Meet/exceed monthly sales targets and KPIs, manage leads, use sales software, handle objections, close policies, and collaborate with teams to improve customer experience and sales processes.