Specialist - Fiduciary

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