Advisor

4 months ago


Thāne, Maharashtra, India WTW Full time

_Principal Duties and Responsibilities_

Operational Delivery

  • Processing payment requests in compliance with financial policies and procedures
  • Conduct reconciliation of incoming & outgoing statements for Clients/ Carriers and maintain up to date records on operating system
  • Perform daily cash management duties, which includes posting of cash to the ledgers, conducting investigation and ensuring appropriate allocation of funds within agreed SLA
  • Prompt escalations of identified discrepancies to front end team
  • Manage ledger maintenance requests on daily basis and update records of the actions taken on the operating system
  • Managing document & backup requests from the customers within agreed timelines
  • Maintain vigilance and responsiveness to urgent activity, ensuring appropriate escalation to the line manager for unresolved queries.
  • Ensure adherence to Group policies and procedures & Willis Insurance Essentials
  • Escalate errors and incidents to the Line Manager and operate within the guidelines of internal and external regulators
  • Proactively support key initiatives that have been delivered to implement change
Participate and contribute in team huddles & team meetings

_ Required Qualifications, Skills, Knowledge, and Experience_

Qualifications:

  • Minimum Bachelor's degree required (Open to all streams)

Skills:

  • Sound communication skills
  • Use of clear business English to enable effective direct communication (Verbal/Written) with stakeholders.
  • Good understanding of account receivable and payable processes
  • High degree of accuracy and attention to detail
  • Ability to learn new processes and systems
  • Ability to switch & prioritise multiple tasks as per requirement
  • Proficiency in MS Office Applications.

Experience:

  • Fresh graduates
Experience in relevant industry preferred