Financial Services Professional

3 days ago

Mumbai, Maharashtra, India Gallagher Full time

Company Overview

Gallagher is a global industry leader in insurance, risk management, and consulting services. Our company culture, known as The Gallagher Way, is driven by shared values and a passion for excellence.

The Gallagher Center of Excellence (GCoE) in India, founded in 2006, upholds the values of quality, innovation, and teamwork. With over 10,000 professionals across five India locations, GCoE is where knowledge-driven individuals make a significant impact and build rewarding, long-term careers.

About the Role

We are seeking a Financial Services Professional to service a portfolio of Client and/or Reinsurer ledger accounts pertaining to one geography/region. Ensuring balances are collected and paid in accordance with contractual requirements or pre-defined service standards.

Your Key Responsibilities

  • Follow all processes explicitly to ensure the secure, efficient, and auditable handling of client's monies; Maintain up-to-date and accurate records
  • Own the fiscal relationship for designated clients/reinsurers; Act as the main point of contact for all matters relating to payment
  • Actively service accounts to a high standard and within deadlines; Ensure timely collection and payment of monies due to/from clients, reinsurers, and third parties; reconciliation, chasing, and minimization of funding
  • Use MI to identify debtor-related problems and escalate/negotiate/influence where necessary to resolve
  • Review and correlate cash on a daily basis
  • Ensure compliance with Gallagher internal accounting and settlement procedures and external regulations (e.g., FCA)
  • Maintain ongoing relationships with assigned Clients/Reinsurers/Third parties
  • Liaise with Client Service Managers and other associates as appropriate to ensure Business Unit targets met
  • Escalate issues to Client Service Manager/Operations Director/Account Executive as appropriate
  • Adhere to standardized Group policies and procedures, Accounting and Settlement fundamentals, including all GEM and other regulatory requirements
  • Deliver as per the KPIs defined for the role; To always maintain set SLA Accuracy/Quality, TAT standards prescribed by the Business Unit meeting Gallagher Re Servicing Standards and metrics
  • Manage workload/volumes and delivery expectations as per business requirement
  • Where required, perform accurate authorizing in accordance with the Payment Authorization Manual
  • Develop a sound understanding of the business process
  • Work independently (or with the Technical Team/AM/CSA) to manage and resolve queries from Clients and Claims adjusters/Reinsurers, seeking assistance as required, ensuring escalation where necessary, and resolution with minimum delay
  • Manage workload/volumes and delivery expectations as per business requirement
  • Ensure adherence to compliance and operate within the guidelines of internal and external regulators; Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues, and the business interests of the company
  • Ensure ongoing, effective relationships with stakeholders (Internal/External)
  • Ensure all relevant reports (Operational and Financial) are reviewed on a timely basis and relevant comments are updated
  • Works proactively with peer group and team members to share knowledge to achieve the best results for the clients/markets

About You

We are looking for a highly motivated and detail-oriented individual who possesses excellent communication skills, both written and verbal. Relevant experience in the Insurance/Reinsurance industry would be beneficial, but not essential. A Bachelor of Degree in any field is required. Basic MS Office Skills, especially Excel and Word, are necessary.

What We Offer

Gallagher offers a competitive salary of ₹4,50,000 - ₹6,00,000 per annum, depending on experience, plus additional benefits, such as medical insurance, retirement plan, and opportunities for professional growth and development. We value inclusion and diversity and strive to create a workplace that reflects the communities we serve.

Please Note

All persons are entitled to equal employment opportunity and Gallagher prohibits any form of discrimination based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws.

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