- To ensure timely delivery of the routine task expected on the accounts/portfolio assigned Ensuring highest proficient handling as per Fiduciary procedures and accuracy for the accounts assigned
- Maintain minimum Productivity standard
- Liaising with clients and Insurers
- Debt collection and Outward credit due to the account holder.
- Responsible for driving key KPI Financial metrics like unmatched cash, Income exposure, etc
- Respond to queries raised within 24hours or earlier (refer any technical query to senior member for support)
- Credit Control (Legacy, Collection of Inward premium, reinsurance recoveries, Inter Company Reconciliation, etc)
To ensure timely delivery of the routine task expected on the accounts/portfolio assigned
Expect a basic standard on accuracy and productivity
Focus on Debt collection from clients for premiums/fees and claims from markets.
Resolution of queries raised by client and Insurers including prompt response to their satisfaction.
Reconciling cash received and seeking support if technical involvement. Reconciliation fundamentals using Insurance policy details.
Ensure adherence to policies & procedures as per organization's standards and laid out SOPs
Review of Process manual and seek clarity where required
Driving unallocated cash numbers down and escalating when you foresee a challenge
Ensuring upto date notes on outstanding revenue balances
Knowledge of general Insurance principles, terminologies used, insurance process flow and ability to convincingly speak to them.
Knowledge of credit control
Advanced Excel knowledge
Basic Math understanding
3-6 of experience in operations in financial services or offshore processing organizations
Knowledge of Insurance related credit control or Insurance background
Analytical ability
Communication: Verbal as well as Written
Planning and Organizing
MS Office skills: Excel proficiency to be above basic
Precision based approach
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Specialist - Fiduciary - Mumbai, India - Marsh
Description
What can you expect?