Specialist - Fiduciary

What can you expect

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 queries if any

• Ensuring highest proficient handling as per Fiduciary perspective and accuracy for the accounts assigned
• Maintain minimum Productivity standard
• Liaising with clients and Insurers
• Debt collection and Outward credit due to the account holder.

What is in it for you

All benefits as per the location HR policy will be applicable

We will count on you for:

• To ensure timely delivery based on the agreed standards 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.

• Ensure adherence to policies procedures as per organization s standards and laid out SOPs
• Review of Process manual and seek clarity where required.

Knowledge and Skills:

Understanding of insurance and/or financial services sectors