Are you experienced in transaction Administration and client servicing in the finance area, possess strong interpersonal skills, and enjoy direct client contact? This might be your next challenge.
Todos los candidatos deben asegurarse de leer atentamente la siguiente descripción del puesto y la información antes de enviar su solicitud.
About The Role
You will be responsible for managing task assignments, performing email triaging, and ensuring accurate payment allocation in Surety. This includes timely and accurate review of client requests, assigning tasks to the appropriate sub-team, segregating new transaction requests and amendments from general client inquiries to ensure fast processing and completeness. Your role is key in ensuring outstanding client experience and communication to our global corporate clients and brokers.
In Particular, Your Responsibilities Will Include The Following
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- Closely interact and coordinate with internal stakeholders in International Surety Desk located in various regions and markets,
as well as with external stakeholders such as clients and brokers to deliver seamless service to our general clients.
- Analyze incoming emails and documents, evaluate task requirements to determine whether they involve new transactions, amendments, or general inquiries, and assign the tasks to the appropriate team for efficient and timely handling of the tasks.
- Process and allocate client payments accurately and in alignment with business requirements, support reconciliation of payments and premium booking on corresponding cases. Resolve discrepancies or elevate issues related to the booking in a timely manner.
- Provide support to the clients on their account statements, communicate with clients to clarify payment inquiries or to gather additional information when required ensuring client expectations are met while maintaining high service standards to the client.
- Collaborate closely with internal stakeholders within the International Surety
📌 International Surety Specialist (Madrid)
🏢 Swiss Re
📍 Madrid
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