Analyst - Fiduciary

3 - 5 years

4 - 8 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • 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
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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