Ivana Mustapic
@ivanamustapic
I am an experienced client account manager specializing in retirement benefits, risk, and compliance.
FranceWhat I'm looking for
I manage retirement dossiers and client portfolios with a focus on regulatory compliance, quality and timely payments; I also worked in market integrity detecting and reporting market abuse and supported insurance account administration including policy summaries, endorsements and invoicing.
I hold an MBA and a Master's in Risk and Innovation in Insurance and bring strong organization, rigor and team-oriented problem solving to roles that require meticulous case handling, process improvement and adherence to controls.
Experience
Work history, roles, and key accomplishments
MHGestionnaire Client Individu
Malakoff Humanis
Jan 2024 - Present (1 year 8 months)
Processed retirement benefit applications, updated employees' career records per regulations, and ensured payment of retirement dossiers while managing a portfolio and meeting quality targets.
AMCompliance Market Integrity
Amundi Asset Management
Sep 2023 - Dec 2023 (3 months)
Detected, analyzed and escalated market abuse anomalies (market manipulation and insider trading) to support regulatory compliance and reporting.
WWAssistant chargée de compte IARD
Willis Towers Watson
Sep 2021 - Sep 2023 (2 years)
Prepared policy summaries and endorsements, managed new business setup and invoicing, and coordinated prevention follow-up to support account management.
MHGestionnaire Client
Malakoff Humanis
Sep 2019 - Sep 2021 (2 years)
Managed a client portfolio for supplementary retirement contracts, administered contributions and updated employee entitlements to ensure accurate benefits administration.
Education
Degrees, certifications, and relevant coursework
IFIFPASS
Master, Management du Risque et de l'innovation en assurance
2021 - 2023
Activities and societies: Alternance chez Willis Towers Watson
Completed a Master in Management of risk and innovation in insurance in alternance with Willis Towers Watson from 2021 to 2023.
IUT Angers
Licence Professionnelle, Assurance, Banque, Finance
2020 - 2021
Grade: Mention assez bien
Activities and societies: Alternance chez Malakoff Humanis
Completed a professional Licence in Assurance, Banque, Finance focused on épargne, prévoyance et retraite in 2020–2021.
ESAM, Paris
Master of Business Administration, Business Administration
2023 -
Completed an MBA program at ESAM in Paris from September to December 2023.
CERFAL Campus Montsouris
Brevet de Technicien Supérieur (BTS), Comptabilité et gestion
2017 - 2020
Activities and societies: Alternance chez Malakoff Humanis
Completed a BTS in Comptabilité et gestion through a work-placement with Malakoff Humanis from 2017 to 2020.
Tech stack
Software and tools used professionally
Availability
Location
FranceAuthorized to work in
Job categories
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