Specialist - Fiduciary

5 days ago

Mumbai, Maharashtra, India Mercer Full time ₹ 2,50,000 - ₹ 7,50,000 per year

We are seeking a Specialist Fiduciary who will work to ensure seamless accounting of Fiduciary portfolio assigned for either Client / Insurer or Third Party agents (Commission Agents). Accountable for collection and settlement of premiums/Claims from/to client /Insurer and ensuring resolution of Insurance queries raised, 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.

We will count on you for:

  • 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 organizations 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

What you need to have:

  • 3+ of experience in operations in financial services or offshore processing organizations
  • 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
  • Graduate (Commerce preferable)

What makes you stand out?

  • 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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